Winch Advisory Services’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 | $380K | Buy |
13,134
+94
| +0.7% | +$2.72K | 0.09% | 76 |
|
|
2025
Q1 | $369K | Buy |
13,040
+266
| +2% | +$7.52K | 0.1% | 75 |
|
|
2024
Q4 | $291K | Buy |
12,774
+143
| +1% | +$3.26K | 0.08% | 78 |
|
|
2024
Q3 | $278K | Sell |
12,631
-442
| -3% | -$9.72K | 0.08% | 79 |
|
|
2024
Q2 | $250K | Buy |
13,073
+2,128
| +19% | +$40.7K | 0.07% | 79 |
|
|
2024
Q1 | $193K | Buy |
10,945
+212
| +2% | +$3.73K | 0.06% | 82 |
|
|
2023
Q4 | $180K | Sell |
10,733
-862
| -7% | -$14.5K | 0.06% | 83 |
|
|
2023
Q3 | $174K | Sell |
11,595
-43
| -0.4% | -$645 | 0.06% | 80 |
|
|
2023
Q2 | $186K | Sell |
11,638
-3,442
| -23% | -$55K | 0.07% | 78 |
|
|
2023
Q1 | $290K | Sell |
15,080
-557
| -4% | -$10.7K | 0.11% | 68 |
|
|
2022
Q4 | $288K | Sell |
15,637
-218
| -1% | -$4.02K | 0.12% | 68 |
|
|
2022
Q3 | $243K | Buy |
15,855
+1,245
| +9% | +$19.1K | 0.1% | 67 |
|
|
2022
Q2 | $306K | Sell |
14,610
-4,938
| -25% | -$103K | 0.12% | 62 |
|
|
2022
Q1 | $349K | Buy |
19,548
+3,898
| +25% | +$69.6K | 0.12% | 61 |
|
|
2021
Q4 | $291K | Sell |
15,650
-2,946
| -16% | -$54.8K | 0.1% | 65 |
|
|
2021
Q3 | $379K | Buy |
18,596
+3,103
| +20% | +$63.2K | 0.13% | 59 |
|
|
2021
Q2 | $337K | Sell |
15,493
-194
| -1% | -$4.22K | 0.12% | 60 |
|
|
2021
Q1 | $359K | Buy |
15,687
+718
| +5% | +$16.4K | 0.14% | 54 |
|
|
2020
Q4 | $325K | Sell |
14,969
-595
| -4% | -$12.9K | 0.14% | 54 |
|
|
2020
Q3 | $335K | Sell |
15,564
-237
| -1% | -$5.1K | 0.14% | 50 |
|
|
2020
Q2 | $361K | Buy |
15,801
+958
| +6% | +$21.9K | 0.17% | 48 |
|
|
2020
Q1 | $327K | Buy |
14,843
+793
| +6% | +$17.5K | 0.16% | 47 |
|
|
2019
Q4 | $415K | Buy |
14,050
+1,619
| +13% | +$47.8K | 0.2% | 56 |
|
|
2019
Q3 | $355K | Sell |
12,431
-110
| -0.9% | -$3.14K | 0.18% | 52 |
|
|
2019
Q2 | $317K | Buy |
12,541
+2,105
| +20% | +$53.2K | 0.17% | 55 |
|
|
2019
Q1 | $247K | Buy |
10,436
+1,110
| +12% | +$26.3K | 0.14% | 69 |
|
|
2018
Q4 | $201K | Buy |
9,326
+829
| +10% | +$17.9K | 0.11% | 66 |
|
|
2018
Q3 | $216K | Sell |
8,497
-403
| -5% | -$10.2K | 0.11% | 73 |
|
|
2018
Q2 | $216K | Sell |
8,900
-51,484
| -85% | -$1.25M | 0.12% | 75 |
|
|
2018
Q1 | $1.63M | Sell |
60,384
-89,732
| -60% | -$2.42M | 0.95% | 31 |
|
|
2017
Q4 | $4.41M | Sell |
150,116
-14,151
| -9% | -$416K | 2.65% | 15 |
|
|
2017
Q3 | $4.86M | Sell |
164,267
-8,923
| -5% | -$264K | 3.16% | 9 |
|
|
2017
Q2 | $4.94M | Buy |
173,190
+2,667
| +2% | +$76K | 3.11% | 6 |
|
|
2017
Q1 | $5.35M | Buy |
170,523
+1,852
| +1% | +$58.1K | 3.4% | 4 |
|
|
2016
Q4 | $5.42M | Sell |
168,671
-29,199
| -15% | -$938K | 3.73% | 3 |
|
|
2016
Q3 | $6.07M | Buy |
+197,870
| New | +$6.07M | 4.95% | 3 |
|
|
2016
Q2 | – | Sell |
-156,450
| Closed | -$4.63M | – | 283 |
|
|
2016
Q1 | $4.63M | Buy |
+156,450
| New | +$4.63M | 7.47% | 6 |
|