Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $477K | Buy |
31,733
+316
| +1% | +$4.75K | 0.09% | 100 |
|
|
2023
Q2 | $501K | Buy |
31,417
+2,525
| +9% | +$40.3K | 0.09% | 103 |
|
|
2023
Q1 | $565K | Sell |
28,892
-550
| -2% | -$10.8K | 0.11% | 93 |
|
|
2022
Q4 | $575K | Buy |
29,442
+106
| +0.4% | +$2.07K | 0.12% | 88 |
|
|
2022
Q3 | $438K | Sell |
29,336
-6,456
| -18% | -$96.4K | 0.11% | 95 |
|
|
2022
Q2 | $755K | Sell |
35,792
-17,492
| -33% | -$369K | 0.19% | 74 |
|
|
2022
Q1 | $972K | Sell |
53,284
-3,134
| -6% | -$57.2K | 0.18% | 112 |
|
|
2021
Q4 | $1.09M | Sell |
56,418
-5,219
| -8% | -$101K | 0.2% | 106 |
|
|
2021
Q3 | $1.26M | Sell |
61,637
-1,242
| -2% | -$25.5K | 0.26% | 82 |
|
|
2021
Q2 | $1.37M | Sell |
62,879
-2,390
| -4% | -$52K | 0.3% | 71 |
|
|
2021
Q1 | $1.49M | Buy |
65,269
+2,498
| +4% | +$57.1K | 0.36% | 57 |
|
|
2020
Q4 | $1.36M | Sell |
62,771
-1,071
| -2% | -$23.3K | 0.35% | 60 |
|
|
2020
Q3 | $1.32M | Sell |
63,842
-5,189
| -8% | -$107K | 0.38% | 56 |
|
|
2020
Q2 | $1.58M | Sell |
69,031
-2,364
| -3% | -$54K | 0.5% | 46 |
|
|
2020
Q1 | $1.57M | Sell |
71,395
-836
| -1% | -$18.4K | 0.63% | 40 |
|
|
2019
Q4 | $2.13M | Sell |
72,231
-274
| -0.4% | -$8.09K | 0.78% | 24 |
|
|
2019
Q3 | $2.03M | Buy |
72,505
+4,188
| +6% | +$117K | 0.89% | 23 |
|
|
2019
Q2 | $1.73M | Buy |
68,317
+32,737
| +92% | +$827K | 0.76% | 31 |
|
|
2019
Q1 | $843K | Sell |
35,580
-12,459
| -26% | -$295K | 0.47% | 61 |
|
|
2018
Q4 | $1.04M | Buy |
48,039
+7,171
| +18% | +$155K | 0.71% | 34 |
|
|
2018
Q3 | $1.04M | Buy |
40,868
+172
| +0.4% | +$4.36K | 0.67% | 35 |
|
|
2018
Q2 | $987K | Buy |
40,696
+477
| +1% | +$11.6K | 0.77% | 28 |
|
|
2018
Q1 | $1.08M | Sell |
40,219
-1,343
| -3% | -$36.2K | 0.92% | 23 |
|
|
2017
Q4 | $1.22M | Buy |
+41,562
| New | +$1.22M | 1.05% | 18 |
|