Wheelhouse Advisory Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Sell |
23,215
-357
| -2% | -$10.3K | 0.33% | 26 |
|
|
2025
Q1 | $667K | Sell |
23,572
-659
| -3% | -$18.6K | 0.38% | 25 |
|
|
2024
Q4 | $552K | Buy |
24,231
+1,741
| +8% | +$39.6K | 0.33% | 26 |
|
|
2024
Q3 | $495K | Sell |
22,490
-5,506
| -20% | -$121K | 0.32% | 29 |
|
|
2024
Q2 | $527K | Buy |
27,996
+1,695
| +6% | +$31.9K | 0.37% | 26 |
|
|
2024
Q1 | $463K | Buy |
26,301
+537
| +2% | +$9.45K | 0.36% | 26 |
|
|
2023
Q4 | $432K | Buy |
+25,764
| New | +$432K | 0.38% | 26 |
|