WOSD
WFA of San Diego’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
+9,414
| New | +$272K | 0.2% | 79 |
|
|
2024
Q3 | $127K | Sell |
5,790
-297
| -5% | -$6.53K | 0.11% | 114 |
|
|
2024
Q2 | $116K | Buy |
+6,087
| New | +$116K | 0.1% | 114 |
|
|
2023
Q3 | $141K | Buy |
9,364
+996
| +12% | +$15K | 0.15% | 92 |
|
|
2023
Q2 | $133K | Sell |
8,368
-6,613
| -44% | -$105K | 0.13% | 94 |
|
|
2023
Q1 | $288K | Sell |
14,981
-934
| -6% | -$18K | 0.3% | 64 |
|
|
2022
Q4 | $293K | Sell |
15,915
-3,283
| -17% | -$60.4K | 0.22% | 75 |
|
|
2022
Q3 | $294K | Buy |
19,198
+9,535
| +99% | +$146K | 0.26% | 73 |
|
|
2022
Q2 | $203K | Sell |
9,663
-133
| -1% | -$2.79K | 0.17% | 82 |
|
|
2022
Q1 | $231K | Sell |
9,796
-12,513
| -56% | -$295K | 0.18% | 83 |
|
|
2021
Q4 | $549K | Buy |
22,309
+5,701
| +34% | +$140K | 0.32% | 67 |
|
|
2021
Q3 | $449K | Buy |
16,608
+227
| +1% | +$6.14K | 0.31% | 63 |
|
|
2021
Q2 | $471K | Buy |
16,381
+1,879
| +13% | +$54K | 0.37% | 58 |
|
|
2021
Q1 | $439K | Buy |
14,502
+928
| +7% | +$28.1K | 0.36% | 56 |
|
|
2020
Q4 | $28 | Sell |
13,574
-900
| -6% | -$2 | 0.01% | 82 |
|
|
2020
Q3 | $412K | Sell |
14,474
-25,759
| -64% | -$733K | 0.39% | 51 |
|
|
2020
Q2 | $1.41M | Buy |
+40,233
| New | +$1.41M | 0.33% | 77 |
|