WR Wealth Planners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $497K | Buy |
21,818
+245
| +1% | +$5.58K | 0.16% | 97 |
|
|
2024
Q3 | $475K | Buy |
21,573
+1,564
| +8% | +$34.4K | 0.13% | 106 |
|
|
2024
Q2 | $382K | Sell |
20,009
-892
| -4% | -$17K | 0.12% | 114 |
|
|
2024
Q1 | $368K | Buy |
20,901
+754
| +4% | +$13.3K | 0.11% | 117 |
|
|
2023
Q4 | $338K | Buy |
20,147
+351
| +2% | +$5.89K | 0.13% | 137 |
|
|
2023
Q3 | $297K | Sell |
19,796
-3,152
| -14% | -$47.3K | 0.11% | 136 |
|
|
2023
Q2 | $366K | Buy |
22,948
+1,780
| +8% | +$28.4K | 0.14% | 115 |
|
|
2023
Q1 | $407K | Buy |
21,168
+5,132
| +32% | +$98.8K | 0.18% | 95 |
|
|
2022
Q4 | $295K | Buy |
16,036
+213
| +1% | +$3.92K | 0.18% | 87 |
|
|
2022
Q3 | $243K | Buy |
15,823
+190
| +1% | +$2.92K | 0.17% | 98 |
|
|
2022
Q2 | $328K | Sell |
15,633
-4,810
| -24% | -$101K | 0.22% | 76 |
|
|
2022
Q1 | $365K | Buy |
+20,443
| New | +$365K | 0.22% | 78 |
|