Altium Wealth Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$1.1M Sell
52,464
-31,978
-38% -$670K 0.08% 148
2022
Q1
$1.51M Buy
84,442
+16,077
+24% +$287K 0.1% 120
2021
Q4
$1.27M Sell
68,365
-7,892
-10% -$147K 0.08% 121
2021
Q3
$1.56M Buy
76,257
+7,631
+11% +$156K 0.11% 97
2021
Q2
$1.49M Sell
68,626
-10,582
-13% -$230K 0.11% 96
2021
Q1
$1.81M Sell
79,208
-6,998
-8% -$160K 0.15% 82
2020
Q4
$1.87M Buy
86,206
+2,198
+3% +$47.8K 0.17% 71
2020
Q3
$1.81M Sell
84,008
-14,969
-15% -$322K 0.19% 64
2020
Q2
$2.26M Sell
98,977
-35,367
-26% -$808K 0.25% 46
2020
Q1
$2.96M Buy
134,344
+16,425
+14% +$362K 0.41% 30
2019
Q4
$3.48M Buy
117,919
+7,235
+7% +$214K 0.42% 26
2019
Q3
$3.16M Buy
110,684
+5,118
+5% +$146K 0.43% 27
2019
Q2
$2.67M Sell
105,566
-9,801
-8% -$248K 0.39% 33
2019
Q1
$2.73M Buy
115,367
+8,694
+8% +$206K 0.44% 33
2018
Q4
$2.3M Sell
106,673
-30,934
-22% -$667K 0.44% 34
2018
Q3
$3.49M Buy
137,607
+91,852
+201% +$2.33M 0.67% 23
2018
Q2
$1.11M Buy
45,755
+12,844
+39% +$312K 0.3% 61
2018
Q1
$887K Buy
32,911
+1,825
+6% +$49.2K 0.35% 50
2017
Q4
$913K Buy
+31,086
New +$913K 0.42% 46