Wheatland Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $952K | Sell |
41,697
-1,608
| -4% | -$36.7K | 3.95% | 6 |
|
2020
Q1 | $953K | Sell |
43,305
-31,064
| -42% | -$684K | 4.85% | 5 |
|
2019
Q4 | $2.2M | Sell |
74,369
-34,598
| -32% | -$1.02M | 2.8% | 6 |
|
2019
Q3 | $3.11M | Sell |
108,967
-30,649
| -22% | -$876K | 2.83% | 7 |
|
2019
Q2 | $3.53M | Sell |
139,616
-1,558
| -1% | -$39.4K | 2.67% | 8 |
|
2019
Q1 | $3.34M | Buy |
141,174
+10,980
| +8% | +$260K | 2.55% | 9 |
|
2018
Q4 | $2.81M | Buy |
130,194
+6,330
| +5% | +$136K | 2.45% | 11 |
|
2018
Q3 | $3.14M | Buy |
123,864
+3,240
| +3% | +$82.2K | 2.36% | 12 |
|
2018
Q2 | $2.94M | Buy |
120,624
+1,595
| +1% | +$38.8K | 2.37% | 12 |
|
2018
Q1 | $3.21M | Buy |
119,029
+4,243
| +4% | +$114K | 2.65% | 9 |
|
2017
Q4 | $3.37M | Buy |
114,786
+5,429
| +5% | +$159K | 2.73% | 8 |
|
2017
Q3 | $3.24M | Buy |
109,357
+14,999
| +16% | +$444K | 2.77% | 7 |
|
2017
Q2 | $2.69M | Buy |
94,358
+140
| +0.1% | +$3.99K | 2.42% | 8 |
|
2017
Q1 | $2.96M | Sell |
94,218
-1,585
| -2% | -$49.7K | 2.64% | 8 |
|
2016
Q4 | $3.08M | Sell |
95,803
-723
| -0.7% | -$23.2K | 2.73% | 8 |
|
2016
Q3 | $2.96M | Buy |
96,526
+5
| +0% | +$153 | 2.79% | 7 |
|
2016
Q2 | $3.15M | Buy |
96,521
+932
| +1% | +$30.4K | 3.03% | 6 |
|
2016
Q1 | $2.83M | Buy |
95,589
+7
| +0% | +$207 | 2.89% | 5 |
|
2015
Q4 | $2.48M | Sell |
95,582
-2,385
| -2% | -$62K | 2.54% | 9 |
|
2015
Q3 | $2.41M | Sell |
97,967
-1,185
| -1% | -$29.2K | 2.62% | 9 |
|
2015
Q2 | $2.66M | Buy |
99,152
+3,322
| +3% | +$89.1K | 2.55% | 10 |
|
2015
Q1 | $2.36M | Sell |
95,830
-61
| -0.1% | -$1.5K | 2.35% | 13 |
|
2014
Q4 | $2.43M | Sell |
95,891
-61
| -0.1% | -$1.55K | 2.37% | 12 |
|
2014
Q3 | $2.55M | Buy |
95,952
+668
| +0.7% | +$17.8K | 2.55% | 8 |
|
2014
Q2 | $2.55M | Sell |
95,284
-260
| -0.3% | -$6.95K | 2.31% | 12 |
|
2014
Q1 | $2.53M | Buy |
95,544
+3,840
| +4% | +$102K | 2.58% | 8 |
|
2013
Q4 | $2.44M | Buy |
+91,704
| New | +$2.44M | 2.55% | 11 |
|