Williams Jones Wealth Management’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 | $1.28M | Buy |
44,087
+15,314
| +53% | +$443K | 0.02% | 230 |
|
|
2025
Q1 | $814K | Buy |
28,773
+6,418
| +29% | +$182K | 0.01% | 263 |
|
|
2024
Q4 | $509K | Sell |
22,355
-3,949
| -15% | -$89.9K | 0.01% | 342 |
|
|
2024
Q3 | $579K | Sell |
26,304
-369
| -1% | -$8.12K | 0.01% | 329 |
|
|
2024
Q2 | $510K | Sell |
26,673
-15,198
| -36% | -$290K | 0.01% | 343 |
|
|
2024
Q1 | $737K | Buy |
41,871
+4,198
| +11% | +$73.9K | 0.01% | 296 |
|
|
2023
Q4 | $632K | Sell |
37,673
-13,681
| -27% | -$230K | 0.01% | 304 |
|
|
2023
Q3 | $771K | Sell |
51,354
-36,261
| -41% | -$545K | 0.01% | 274 |
|
|
2023
Q2 | $1.4M | Sell |
87,615
-18,305
| -17% | -$292K | 0.02% | 225 |
|
|
2023
Q1 | $2.04M | Sell |
105,920
-62,955
| -37% | -$1.21M | 0.03% | 205 |
|
|
2022
Q4 | $3.11M | Sell |
168,875
-47,285
| -22% | -$871K | 0.05% | 161 |
|
|
2022
Q3 | $3.32M | Sell |
216,160
-23,351
| -10% | -$358K | 0.06% | 157 |
|
|
2022
Q2 | $5.02M | Buy |
239,511
+29,212
| +14% | +$612K | 0.08% | 147 |
|
|
2022
Q1 | $3.75M | Buy |
210,299
+6,380
| +3% | +$114K | 0.05% | 157 |
|
|
2021
Q4 | $3.79M | Sell |
203,919
-113,452
| -36% | -$2.11M | 0.05% | 155 |
|
|
2021
Q3 | $6.47M | Sell |
317,371
-25,436
| -7% | -$519K | 0.09% | 127 |
|
|
2021
Q2 | $7.45M | Buy |
342,807
+176,053
| +106% | +$3.83M | 0.1% | 120 |
|
|
2021
Q1 | $3.81M | Buy |
166,754
+3,568
| +2% | +$81.6K | 0.06% | 152 |
|
|
2020
Q4 | $3.55M | Sell |
163,186
-155,182
| -49% | -$3.37M | 0.06% | 150 |
|
|
2020
Q3 | $6.86M | Sell |
318,368
-900,782
| -74% | -$19.4M | 0.13% | 96 |
|
|
2020
Q2 | $27.8M | Sell |
1,219,150
-63,962
| -5% | -$1.46M | 0.57% | 45 |
|
|
2020
Q1 | $28.3M | Sell |
1,283,112
-315,565
| -20% | -$6.95M | 0.74% | 37 |
|
|
2019
Q4 | $47.2M | Buy |
1,598,677
+41,068
| +3% | +$1.21M | 0.9% | 41 |
|
|
2019
Q3 | $44.5M | Buy |
+1,557,609
| New | +$44.5M | 0.91% | 41 |
|