Apexium Financial’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 | $2.18M | Sell |
75,156
-1,651
| -2% | -$47.8K | 0.12% | 85 |
|
|
2025
Q1 | $2.17M | Buy |
76,807
+8,609
| +13% | +$243K | 0.13% | 79 |
|
|
2024
Q4 | $1.55M | Buy |
68,198
+2,630
| +4% | +$59.9K | 0.09% | 84 |
|
|
2024
Q3 | $1.44M | Buy |
65,568
+3,997
| +6% | +$87.9K | 0.1% | 75 |
|
|
2024
Q2 | $1.18M | Buy |
61,571
+3,237
| +6% | +$61.9K | 0.08% | 84 |
|
|
2024
Q1 | $1.03M | Sell |
58,334
-636
| -1% | -$11.2K | 0.08% | 93 |
|
|
2023
Q4 | $990K | Buy |
58,970
+4,270
| +8% | +$71.7K | 0.07% | 115 |
|
|
2023
Q3 | $822K | Sell |
54,700
-2,616
| -5% | -$39.3K | 0.08% | 95 |
|
|
2023
Q2 | $914K | Sell |
57,316
-10,007
| -15% | -$160K | 0.08% | 91 |
|
|
2023
Q1 | $1.3M | Sell |
67,323
-1,954
| -3% | -$37.6K | 0.13% | 73 |
|
|
2022
Q4 | $1.28M | Buy |
69,277
+929
| +1% | +$17.1K | 0.13% | 72 |
|
|
2022
Q3 | $1.05M | Buy |
68,348
+18,054
| +36% | +$277K | 0.13% | 71 |
|
|
2022
Q2 | $1.05M | Sell |
50,294
-18,763
| -27% | -$393K | 0.61% | 31 |
|
|
2022
Q1 | $1.28M | Hold |
69,057
| – | – | 0.67% | 29 |
|
|
2021
Q4 | $1.28M | Buy |
69,057
+183
| +0.3% | +$3.4K | 0.66% | 29 |
|
|
2021
Q3 | $1.41M | Buy |
68,874
+12,065
| +21% | +$246K | 0.81% | 27 |
|
|
2021
Q2 | $1.24M | Buy |
56,809
+464
| +0.8% | +$10.1K | 0.77% | 26 |
|
|
2021
Q1 | $1.29M | Sell |
56,345
-427
| -0.8% | -$9.76K | 0.95% | 25 |
|
|
2020
Q4 | $1.23M | Sell |
56,772
-406
| -0.7% | -$8.82K | 0.98% | 25 |
|
|
2020
Q3 | $1.23M | Buy |
57,178
+253
| +0.4% | +$5.45K | 1% | 23 |
|
|
2020
Q2 | $1.3M | Buy |
56,925
+2,211
| +4% | +$50.5K | 1.18% | 22 |
|
|
2020
Q1 | $1.21M | Sell |
54,714
-706
| -1% | -$15.5K | 1.6% | 18 |
|
|
2019
Q4 | $1.64M | Buy |
+55,420
| New | +$1.64M | 2.11% | 15 |
|