WP
WMS Partners’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,503
| Closed | -$512K | – | 239 |
|
|
2024
Q4 | $512K | Buy |
22,503
+704
| +3% | +$16K | 0.03% | 180 |
|
|
2024
Q3 | $480K | Sell |
21,799
-1,136
| -5% | -$25K | 0.03% | 185 |
|
|
2024
Q2 | $438K | Sell |
22,935
-3,457
| -13% | -$66.1K | 0.03% | 166 |
|
|
2024
Q1 | $465K | Buy |
+26,392
| New | +$465K | 0.03% | 169 |
|
|
2023
Q3 | – | Sell |
-10,885
| Closed | -$174K | – | 280 |
|
|
2023
Q2 | $174K | Sell |
10,885
-325
| -3% | -$5.18K | 0.01% | 273 |
|
|
2023
Q1 | $216K | Buy |
+11,210
| New | +$216K | 0.02% | 251 |
|
|
2022
Q3 | – | Sell |
-9,718
| Closed | -$204K | – | 281 |
|
|
2022
Q2 | $204K | Buy |
9,718
+275
| +3% | +$5.77K | 0.03% | 231 |
|
|
2022
Q1 | $223K | Buy |
9,443
+241
| +3% | +$5.69K | 0.03% | 230 |
|
|
2021
Q4 | $226K | Sell |
9,202
-301
| -3% | -$7.39K | 0.05% | 191 |
|
|
2021
Q3 | $257K | Sell |
9,503
-482
| -5% | -$13K | 0.04% | 227 |
|
|
2021
Q2 | $287K | Buy |
9,985
+335
| +3% | +$9.63K | 0.04% | 206 |
|
|
2021
Q1 | $292K | Sell |
9,650
-529
| -5% | -$16K | 0.07% | 175 |
|
|
2020
Q4 | $293K | Buy |
10,179
+1,465
| +17% | +$42.2K | 0.05% | 185 |
|
|
2020
Q3 | $248K | Sell |
8,714
-1,265
| -13% | -$36K | 0.05% | 193 |
|
|
2020
Q2 | $302K | Sell |
9,979
-3,046
| -23% | -$92.2K | 0.06% | 162 |
|
|
2020
Q1 | $380K | Buy |
13,025
+272
| +2% | +$7.94K | 0.11% | 112 |
|
|
2019
Q4 | $498K | Sell |
12,753
-2,074
| -14% | -$81K | 0.11% | 115 |
|
|
2019
Q3 | $561K | Sell |
14,827
-1,633
| -10% | -$61.8K | 0.13% | 92 |
|
|
2019
Q2 | $552K | Buy |
16,460
+3,497
| +27% | +$117K | 0.14% | 96 |
|
|
2019
Q1 | $407K | Sell |
12,963
-2,758
| -18% | -$86.6K | 0.1% | 122 |
|
|
2018
Q4 | $449K | Buy |
15,721
+2,165
| +16% | +$61.8K | 0.13% | 103 |
|
|
2018
Q3 | $455K | Buy |
13,556
+153
| +1% | +$5.14K | 0.05% | 128 |
|
|
2018
Q2 | $430K | Buy |
13,403
+1,667
| +14% | +$53.5K | 0.05% | 135 |
|
|
2018
Q1 | $418K | Sell |
11,736
-288
| -2% | -$10.3K | 0.05% | 133 |
|
|
2017
Q4 | $467K | Sell |
12,024
-4,066
| -25% | -$158K | 0.05% | 134 |
|
|
2017
Q3 | $630K | Sell |
16,090
-150
| -0.9% | -$5.87K | 0.08% | 106 |
|
|
2017
Q2 | $613K | Sell |
16,240
-425
| -3% | -$16K | 0.08% | 105 |
|
|
2017
Q1 | $692K | Sell |
16,665
-679
| -4% | -$28.2K | 0.09% | 91 |
|
|
2016
Q4 | $738K | Buy |
17,344
+1,671
| +11% | +$71.1K | 0.1% | 86 |
|
|
2016
Q3 | $636K | Buy |
15,673
+2,781
| +22% | +$113K | 0.09% | 94 |
|
|
2016
Q2 | $557K | Sell |
12,892
-1,044
| -7% | -$45.1K | 0.08% | 97 |
|
|
2016
Q1 | $546K | Buy |
13,936
+135
| +1% | +$5.29K | 0.08% | 107 |
|
|
2015
Q4 | $475K | Buy |
13,801
+1,109
| +9% | +$38.2K | 0.07% | 120 |
|
|
2015
Q3 | $414K | Sell |
12,692
-2,820
| -18% | -$92K | 0.06% | 128 |
|
|
2015
Q2 | $551K | Buy |
15,512
+4,763
| +44% | +$169K | 0.06% | 160 |
|
|
2015
Q1 | $351K | Buy |
10,749
+2,644
| +33% | +$86.3K | 0.04% | 200 |
|
|
2014
Q4 | $272K | Buy |
8,105
+1,921
| +31% | +$64.5K | 0.04% | 174 |
|
|
2014
Q3 | $218K | Sell |
6,184
-365
| -6% | -$12.9K | 0.03% | 223 |
|
|
2014
Q2 | $231K | Buy |
6,549
+130
| +2% | +$4.59K | 0.04% | 221 |
|
|
2014
Q1 | $225K | Buy |
6,419
+219
| +4% | +$7.68K | 0.04% | 219 |
|
|
2013
Q4 | $218K | Sell |
6,200
-250
| -4% | -$8.79K | 0.04% | 211 |
|
|
2013
Q3 | $218K | Buy |
6,450
+250
| +4% | +$8.45K | 0.04% | 178 |
|
|
2013
Q2 | $219K | Buy |
+6,200
| New | +$219K | 0.04% | 203 |
|