WMS Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,503
| Closed | -$512K | – | 239 |
|
|
2024
Q4 | $512K | Buy |
22,503
+704
| +3% | +$15.8K | 0.03% | 180 |
|
|
2024
Q3 | $480K | Sell |
21,799
-1,136
| -5% | -$22.6K | 0.03% | 185 |
|
|
2024
Q2 | $438K | Sell |
22,935
-3,457
| -13% | -$60.1K | 0.03% | 169 |
|
|
2024
Q1 | $465K | Buy |
+26,392
| New | +$451K | 0.03% | 171 |
|
|
2023
Q3 | – | Sell |
-10,885
| Closed | -$174K | – | 281 |
|
|
2023
Q2 | $174K | Sell |
10,885
-325
| -3% | -$5.54K | 0.01% | 274 |
|
|
2023
Q1 | $216K | Buy |
+11,210
| New | +$214K | 0.02% | 251 |
|
|
2022
Q3 | – | Sell |
-9,718
| Closed | -$204K | – | 282 |
|
|
2022
Q2 | $204K | Sell |
9,718
-2,785
| -22% | -$55.5K | 0.03% | 231 |
|
|
2022
Q1 | $223K | Buy |
12,503
+320
| +3% | +$5.92K | 0.03% | 230 |
|
|
2021
Q4 | $226K | Sell |
12,183
-399
| -3% | -$7.46K | 0.05% | 194 |
|
|
2021
Q3 | $257K | Sell |
12,582
-638
| -5% | -$13.4K | 0.04% | 227 |
|
|
2021
Q2 | $287K | Buy |
13,220
+443
| +3% | +$10.1K | 0.04% | 208 |
|
|
2021
Q1 | $292K | Sell |
12,777
-700
| -5% | -$15.5K | 0.07% | 178 |
|
|
2020
Q4 | $293K | Buy |
13,477
+1,940
| +17% | +$41.8K | 0.05% | 189 |
|
|
2020
Q3 | $248K | Sell |
11,537
-1,675
| -13% | -$37.4K | 0.05% | 195 |
|
|
2020
Q2 | $302K | Sell |
13,212
-4,033
| -23% | -$91.8K | 0.06% | 165 |
|
|
2020
Q1 | $380K | Buy |
17,245
+360
| +2% | +$9.84K | 0.11% | 113 |
|
|
2019
Q4 | $498K | Sell |
16,885
-2,746
| -14% | -$79.3K | 0.11% | 118 |
|
|
2019
Q3 | $561K | Sell |
19,631
-2,162
| -10% | -$57.3K | 0.14% | 95 |
|
|
2019
Q2 | $552K | Buy |
21,793
+4,630
| +27% | +$111K | 0.14% | 97 |
|
|
2019
Q1 | $407K | Sell |
17,163
-3,652
| -18% | -$84K | 0.1% | 123 |
|
|
2018
Q4 | $449K | Buy |
20,815
+2,867
| +16% | +$66.7K | 0.13% | 106 |
|
|
2018
Q3 | $455K | Buy |
17,948
+202
| +1% | +$4.95K | 0.05% | 129 |
|
|
2018
Q2 | $430K | Buy |
17,746
+2,208
| +14% | +$55.4K | 0.05% | 136 |
|
|
2018
Q1 | $418K | Sell |
15,538
-382
| -2% | -$10.6K | 0.05% | 134 |
|
|
2017
Q4 | $467K | Sell |
15,920
-5,383
| -25% | -$147K | 0.05% | 136 |
|
|
2017
Q3 | $630K | Sell |
21,303
-199
| -0.9% | -$5.65K | 0.08% | 108 |
|
|
2017
Q2 | $613K | Sell |
21,502
-562
| -3% | -$16.6K | 0.08% | 107 |
|
|
2017
Q1 | $692K | Sell |
22,064
-899
| -4% | -$28.3K | 0.09% | 93 |
|
|
2016
Q4 | $738K | Buy |
22,963
+2,212
| +11% | +$65.3K | 0.1% | 86 |
|
|
2016
Q3 | $636K | Buy |
20,751
+3,682
| +22% | +$116K | 0.09% | 94 |
|
|
2016
Q2 | $557K | Sell |
17,069
-1,382
| -7% | -$41.1K | 0.08% | 97 |
|
|
2016
Q1 | $546K | Buy |
18,451
+178
| +1% | +$4.93K | 0.08% | 108 |
|
|
2015
Q4 | $475K | Buy |
18,273
+1,469
| +9% | +$37.3K | 0.07% | 121 |
|
|
2015
Q3 | $414K | Sell |
16,804
-3,734
| -18% | -$95.2K | 0.06% | 130 |
|
|
2015
Q2 | $551K | Buy |
20,538
+6,306
| +44% | +$163K | 0.06% | 161 |
|
|
2015
Q1 | $351K | Buy |
14,232
+3,501
| +33% | +$89K | 0.04% | 201 |
|
|
2014
Q4 | $272K | Buy |
10,731
+2,543
| +31% | +$66K | 0.04% | 174 |
|
|
2014
Q3 | $218K | Sell |
8,188
-483
| -6% | -$12.8K | 0.03% | 223 |
|
|
2014
Q2 | $231K | Buy |
8,671
+172
| +2% | +$4.61K | 0.04% | 222 |
|
|
2014
Q1 | $225K | Buy |
8,499
+290
| +4% | +$7.28K | 0.04% | 220 |
|
|
2013
Q4 | $218K | Sell |
8,209
-331
| -4% | -$8.71K | 0.04% | 212 |
|
|
2013
Q3 | $218K | Buy |
8,540
+331
| +4% | +$8.69K | 0.04% | 180 |
|
|
2013
Q2 | $219K | Buy |
+8,209
| New | +$228K | 0.04% | 205 |
|
Other funds holding T
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