Winthrop Advisory Group’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 | $590K | Sell |
20,385
-79
| -0.4% | -$2.29K | 0.06% | 92 |
|
|
2025
Q1 | $579K | Sell |
20,464
-75
| -0.4% | -$2.12K | 0.07% | 82 |
|
|
2024
Q4 | $468K | Buy |
20,539
+21
| +0.1% | +$478 | 0.06% | 98 |
|
|
2024
Q3 | $451K | Buy |
20,518
+687
| +3% | +$15.1K | 0.06% | 93 |
|
|
2024
Q2 | $379K | Buy |
19,831
+102
| +0.5% | +$1.95K | 0.05% | 102 |
|
|
2024
Q1 | $347K | Buy |
19,729
+1,081
| +6% | +$19K | 0.05% | 106 |
|
|
2023
Q4 | $313K | Buy |
18,648
+7,506
| +67% | +$126K | 0.05% | 101 |
|
|
2023
Q3 | $167K | Sell |
11,142
-2,435
| -18% | -$36.6K | 0.03% | 122 |
|
|
2023
Q2 | $217K | Buy |
13,577
+1,021
| +8% | +$16.3K | 0.03% | 120 |
|
|
2023
Q1 | $242K | Buy |
12,556
+12
| +0.1% | +$231 | 0.04% | 107 |
|
|
2022
Q4 | $231K | Sell |
12,544
-2,131
| -15% | -$39.2K | 0.04% | 111 |
|
|
2022
Q3 | $225K | Sell |
14,675
-911
| -6% | -$14K | 0.05% | 100 |
|
|
2022
Q2 | $327K | Sell |
15,586
-5,006
| -24% | -$105K | 0.08% | 84 |
|
|
2022
Q1 | $368K | Buy |
20,592
+5,191
| +34% | +$92.8K | 0.08% | 86 |
|
|
2021
Q4 | $286K | Buy |
15,401
+661
| +4% | +$12.3K | 0.06% | 104 |
|
|
2021
Q3 | $301K | Sell |
14,740
-1,634
| -10% | -$33.4K | 0.07% | 99 |
|
|
2021
Q2 | $356K | Sell |
16,374
-11,169
| -41% | -$243K | 0.08% | 86 |
|
|
2021
Q1 | $630K | Buy |
27,543
+7,781
| +39% | +$178K | 0.16% | 51 |
|
|
2020
Q4 | $429K | Buy |
19,762
+5,231
| +36% | +$114K | 0.11% | 67 |
|
|
2020
Q3 | $313K | Sell |
14,531
-1,062
| -7% | -$22.9K | 0.1% | 81 |
|
|
2020
Q2 | $352K | Buy |
15,593
+710
| +5% | +$16K | 0.12% | 56 |
|
|
2020
Q1 | $328K | Sell |
14,883
-1,789
| -11% | -$39.4K | 0.13% | 54 |
|
|
2019
Q4 | $492K | Sell |
16,672
-1,604
| -9% | -$47.3K | 0.18% | 53 |
|
|
2019
Q3 | $522K | Buy |
18,276
+1,858
| +11% | +$53.1K | 0.21% | 47 |
|
|
2019
Q2 | $416K | Buy |
16,418
+5,981
| +57% | +$152K | 0.17% | 51 |
|
|
2019
Q1 | $250K | Buy |
+10,437
| New | +$250K | 0.11% | 80 |
|
|
2018
Q4 | – | Sell |
-7,920
| Closed | -$201K | – | 95 |
|
|
2018
Q3 | $201K | Sell |
7,920
-547
| -6% | -$13.9K | 0.11% | 84 |
|
|
2018
Q2 | $205K | Sell |
8,467
-64
| -0.8% | -$1.55K | 0.13% | 76 |
|
|
2018
Q1 | $225K | Buy |
8,531
+198
| +2% | +$5.22K | 0.16% | 72 |
|
|
2017
Q4 | $230K | Buy |
+8,333
| New | +$230K | 0.16% | 71 |
|