WMG Financial Advisors’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 | $3.68M | Sell |
127,232
-3,157
| -2% | -$91.4K | 1.36% | 15 |
|
|
2025
Q1 | $3.69M | Sell |
130,389
-3,278
| -2% | -$92.7K | 1.57% | 13 |
|
|
2024
Q4 | $3.04M | Sell |
133,667
-5,323
| -4% | -$121K | 1.31% | 15 |
|
|
2024
Q3 | $3.06M | Buy |
138,990
+746
| +0.5% | +$16.4K | 1.38% | 15 |
|
|
2024
Q2 | $2.64M | Sell |
138,244
-15,881
| -10% | -$303K | 1.4% | 12 |
|
|
2024
Q1 | $2.71M | Sell |
154,125
-279
| -0.2% | -$4.91K | 1.55% | 11 |
|
|
2023
Q4 | $2.59M | Sell |
154,404
-18,182
| -11% | -$305K | 1.69% | 11 |
|
|
2023
Q3 | $2.59M | Buy |
172,586
+5,551
| +3% | +$83.4K | 2.2% | 9 |
|
|
2023
Q2 | $2.66M | Buy |
167,035
+64,822
| +63% | +$1.03M | 1.96% | 10 |
|
|
2023
Q1 | $2.04M | Sell |
102,213
-23,565
| -19% | -$470K | 1.69% | 10 |
|
|
2022
Q4 | $2.32M | Buy |
125,778
+464
| +0.4% | +$8.54K | 1.97% | 8 |
|
|
2022
Q3 | $1.92M | Buy |
125,314
+2,435
| +2% | +$37.4K | 1.73% | 12 |
|
|
2022
Q2 | $2.57M | Sell |
122,879
-20,733
| -14% | -$434K | 2.23% | 7 |
|
|
2022
Q1 | $2.56M | Sell |
143,612
-260
| -0.2% | -$4.64K | 1.88% | 9 |
|
|
2021
Q4 | $2.67M | Buy |
+143,872
| New | +$2.67M | 2.08% | 8 |
|