WIM
Wittenberg Investment Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
7,885
-329
| -4% | -$9.52K | 0.1% | 65 |
|
|
2025
Q1 | $232K | Buy |
+8,214
| New | +$232K | 0.1% | 64 |
|
|
2023
Q2 | – | Sell |
-10,566
| Closed | -$203K | – | 90 |
|
|
2023
Q1 | $203K | Hold |
10,566
| – | – | 0.08% | 75 |
|
|
2022
Q4 | $195K | Hold |
10,566
| – | – | 0.08% | 75 |
|
|
2022
Q3 | $162K | Sell |
10,566
-975
| -8% | -$14.9K | 0.07% | 77 |
|
|
2022
Q2 | $242K | Hold |
11,541
| – | – | 0.1% | 75 |
|
|
2022
Q1 | $273K | Hold |
11,541
| – | – | 0.1% | 66 |
|
|
2021
Q4 | $284K | Sell |
11,541
-2,416
| -17% | -$59.5K | 0.1% | 66 |
|
|
2021
Q3 | $377K | Hold |
13,957
| – | – | 0.14% | 61 |
|
|
2021
Q2 | $402K | Hold |
13,957
| – | – | 0.16% | 55 |
|
|
2021
Q1 | $422K | Hold |
13,957
| – | – | 0.19% | 47 |
|
|
2020
Q4 | $401K | Sell |
13,957
-1,570
| -10% | -$45.1K | 0.2% | 46 |
|
|
2020
Q3 | $443K | Hold |
15,527
| – | – | 0.24% | 45 |
|
|
2020
Q2 | $469K | Sell |
15,527
-5,967
| -28% | -$180K | 0.26% | 44 |
|
|
2020
Q1 | $627K | Sell |
21,494
-2,115
| -9% | -$61.7K | 0.34% | 38 |
|
|
2019
Q4 | $923K | Sell |
23,609
-932
| -4% | -$36.4K | 0.36% | 40 |
|
|
2019
Q3 | $929K | Sell |
24,541
-31,095
| -56% | -$1.18M | 0.4% | 39 |
|
|
2019
Q2 | $1.86M | Sell |
55,636
-421
| -0.8% | -$14.1K | 0.8% | 31 |
|
|
2019
Q1 | $1.76M | Hold |
56,057
| – | – | 0.74% | 30 |
|
|
2018
Q4 | $1.6M | Sell |
56,057
-604
| -1% | -$17.2K | 0.75% | 29 |
|
|
2018
Q3 | $1.9M | Sell |
56,661
-3,197
| -5% | -$107K | 0.78% | 30 |
|
|
2018
Q2 | $1.92M | Hold |
59,858
| – | – | 0.81% | 27 |
|
|
2018
Q1 | $2.13M | Sell |
59,858
-1,135
| -2% | -$40.5K | 0.92% | 25 |
|
|
2017
Q4 | $2.37M | Sell |
60,993
-955
| -2% | -$37.1K | 1.03% | 23 |
|
|
2017
Q3 | $2.43M | Sell |
61,948
-260
| -0.4% | -$10.2K | 1.04% | 23 |
|
|
2017
Q2 | $2.35M | Sell |
62,208
-891
| -1% | -$33.6K | 1.07% | 21 |
|
|
2017
Q1 | $2.62M | Hold |
63,099
| – | – | 1.26% | 20 |
|
|
2016
Q4 | $2.68M | Buy |
+63,099
| New | +$2.68M | 1.22% | 21 |
|