Wimmer Associates 1’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-18,418
| Closed | -$467K | – | 106 |
|
|
2018
Q3 | $467K | Sell |
18,418
-256
| -1% | -$6.49K | 0.39% | 66 |
|
|
2018
Q2 | $453K | Sell |
18,674
-2,627
| -12% | -$63.7K | 0.4% | 66 |
|
|
2018
Q1 | $574K | Sell |
21,301
-998
| -4% | -$26.9K | 0.51% | 58 |
|
|
2017
Q4 | $655K | Sell |
22,299
-1,341
| -6% | -$39.4K | 0.59% | 55 |
|
|
2017
Q3 | $699K | Sell |
23,640
-4,135
| -15% | -$122K | 0.64% | 52 |
|
|
2017
Q2 | $791K | Sell |
27,775
-1,969
| -7% | -$56.1K | 0.73% | 49 |
|
|
2017
Q1 | $933K | Sell |
29,744
-11,667
| -28% | -$366K | 0.87% | 44 |
|
|
2016
Q4 | $1.33M | Sell |
41,411
-1,937
| -4% | -$62.2K | 1.23% | 29 |
|
|
2016
Q3 | $1.33M | Buy |
43,348
+2
| +0% | +$61 | 1.2% | 31 |
|
|
2016
Q2 | $1.42M | Buy |
43,346
+279
| +0.6% | +$9.11K | 1.26% | 29 |
|
|
2016
Q1 | $1.27M | Buy |
43,067
+2,858
| +7% | +$84.5K | 1.17% | 33 |
|
|
2015
Q4 | $1.05M | Buy |
+40,209
| New | +$1.05M | 1.1% | 36 |
|