AIMZ Investment 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 | $333K | Sell |
11,514
-497
| -4% | -$14.4K | 0.11% | 105 |
|
|
2025
Q1 | $340K | Sell |
12,011
-167
| -1% | -$4.72K | 0.12% | 104 |
|
|
2024
Q4 | $277K | Sell |
12,178
-300
| -2% | -$6.83K | 0.1% | 108 |
|
|
2024
Q3 | $275K | Sell |
12,478
-2,452
| -16% | -$53.9K | 0.09% | 107 |
|
|
2024
Q2 | $285K | Sell |
14,930
-868
| -5% | -$16.6K | 0.1% | 104 |
|
|
2024
Q1 | $278K | Sell |
15,798
-400
| -2% | -$7.04K | 0.1% | 103 |
|
|
2023
Q4 | $272K | Sell |
16,198
-300
| -2% | -$5.03K | 0.11% | 100 |
|
|
2023
Q3 | $248K | Sell |
16,498
-200
| -1% | -$3K | 0.11% | 100 |
|
|
2023
Q2 | $266K | Hold |
16,698
| – | – | 0.11% | 98 |
|
|
2023
Q1 | $321K | Sell |
16,698
-50
| -0.3% | -$963 | 0.14% | 92 |
|
|
2022
Q4 | $308K | Hold |
16,748
| – | – | 0.15% | 92 |
|
|
2022
Q3 | $257K | Buy |
16,748
+150
| +0.9% | +$2.3K | 0.13% | 96 |
|
|
2022
Q2 | $348K | Sell |
16,598
-5,378
| -24% | -$113K | 0.17% | 86 |
|
|
2022
Q1 | $392K | Hold |
21,976
| – | – | 0.16% | 88 |
|
|
2021
Q4 | $408K | Sell |
21,976
-2,858
| -12% | -$53.1K | 0.16% | 90 |
|
|
2021
Q3 | $507K | Hold |
24,834
| – | – | 0.23% | 82 |
|
|
2021
Q2 | $540K | Hold |
24,834
| – | – | 0.24% | 80 |
|
|
2021
Q1 | $568K | Sell |
24,834
-772
| -3% | -$17.7K | 0.28% | 76 |
|
|
2020
Q4 | $556K | Buy |
25,606
+772
| +3% | +$16.8K | 0.29% | 74 |
|
|
2020
Q3 | $535K | Hold |
24,834
| – | – | 0.32% | 68 |
|
|
2020
Q2 | $567K | Hold |
24,834
| – | – | 0.37% | 60 |
|
|
2020
Q1 | $547K | Sell |
24,834
-133
| -0.5% | -$2.93K | 0.42% | 62 |
|
|
2019
Q4 | $737K | Sell |
24,967
-463
| -2% | -$13.7K | 0.48% | 60 |
|
|
2019
Q3 | $727K | Sell |
25,430
-397
| -2% | -$11.4K | 0.5% | 58 |
|
|
2019
Q2 | $654K | Sell |
25,827
-1,269
| -5% | -$32.1K | 0.45% | 64 |
|
|
2019
Q1 | $642K | Hold |
27,096
| – | – | 0.44% | 66 |
|
|
2018
Q4 | $584K | Sell |
27,096
-1,456
| -5% | -$31.4K | 0.45% | 64 |
|
|
2018
Q3 | $724K | Sell |
28,552
-728
| -2% | -$18.5K | 0.47% | 62 |
|
|
2018
Q2 | $710K | Buy |
29,280
+310
| +1% | +$7.52K | 0.5% | 60 |
|
|
2018
Q1 | $780K | Hold |
28,970
| – | – | 0.57% | 57 |
|
|
2017
Q4 | $851K | Buy |
28,970
+926
| +3% | +$27.2K | 0.64% | 53 |
|
|
2017
Q3 | $830K | Sell |
28,044
-794
| -3% | -$23.5K | 0.68% | 55 |
|
|
2017
Q2 | $822K | Sell |
28,838
-1,069
| -4% | -$30.5K | 0.69% | 54 |
|
|
2017
Q1 | $939K | Sell |
29,907
-14
| -0% | -$440 | 0.79% | 46 |
|
|
2016
Q4 | $961K | Sell |
29,921
-179
| -0.6% | -$5.75K | 0.86% | 43 |
|
|
2016
Q3 | $923K | Buy |
30,100
+397
| +1% | +$12.2K | 0.83% | 44 |
|
|
2016
Q2 | $969K | Sell |
29,703
-31,096
| -51% | -$1.01M | 0.89% | 44 |
|
|
2016
Q1 | $1.65M | Buy |
60,799
+30,221
| +99% | +$819K | 0.73% | 52 |
|
|
2015
Q4 | $795K | Sell |
30,578
-386
| -1% | -$10K | 0.72% | 52 |
|
|
2015
Q3 | $762K | Hold |
30,964
| – | – | 0.7% | 54 |
|
|
2015
Q2 | $831K | Hold |
30,964
| – | – | 0.72% | 51 |
|
|
2015
Q1 | $764K | Buy |
30,964
+662
| +2% | +$16.3K | 0.65% | 52 |
|
|
2014
Q4 | $769K | Buy |
+30,302
| New | +$769K | 0.69% | 51 |
|