Willner & Heller’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 | $724K | Buy |
25,012
+297
| +1% | +$8.6K | 0.61% | 50 |
|
|
2025
Q1 | $699K | Sell |
24,715
-83
| -0.3% | -$2.35K | 0.65% | 49 |
|
|
2024
Q4 | $565K | Buy |
24,798
+540
| +2% | +$12.3K | 0.49% | 62 |
|
|
2024
Q3 | $534K | Buy |
24,258
+441
| +2% | +$9.7K | 0.48% | 67 |
|
|
2024
Q2 | $455K | Buy |
23,817
+341
| +1% | +$6.52K | 0.44% | 75 |
|
|
2024
Q1 | $413K | Sell |
23,476
-806
| -3% | -$14.2K | 0.41% | 88 |
|
|
2023
Q4 | $407K | Buy |
+24,282
| New | +$407K | 0.46% | 82 |
|
|
2022
Q2 | – | Sell |
-15,440
| Closed | -$287K | – | 133 |
|
|
2022
Q1 | $287K | Buy |
15,440
+421
| +3% | +$7.83K | 0.35% | 103 |
|
|
2021
Q4 | $306K | Buy |
+15,019
| New | +$306K | 0.41% | 93 |
|