Appleton Partners’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 | $512K | Sell |
17,694
-229
| -1% | -$6.63K | 0.04% | 180 |
|
|
2025
Q1 | $507K | Sell |
17,923
-355
| -2% | -$10K | 0.04% | 175 |
|
|
2024
Q4 | $416K | Buy |
18,278
+5,468
| +43% | +$124K | 0.03% | 194 |
|
|
2024
Q3 | $282K | Buy |
12,810
+21
| +0.2% | +$462 | 0.02% | 226 |
|
|
2024
Q2 | $244K | Sell |
12,789
-2,381
| -16% | -$45.4K | 0.02% | 240 |
|
|
2024
Q1 | $267K | Sell |
15,170
-3,504
| -19% | -$61.7K | 0.02% | 242 |
|
|
2023
Q4 | $313K | Sell |
18,674
-12,005
| -39% | -$201K | 0.03% | 237 |
|
|
2023
Q3 | $461K | Sell |
30,679
-2,027
| -6% | -$30.5K | 0.04% | 192 |
|
|
2023
Q2 | $522K | Sell |
32,706
-97,352
| -75% | -$1.55M | 0.04% | 192 |
|
|
2023
Q1 | $2.5M | Buy |
130,058
+12,063
| +10% | +$232K | 0.22% | 97 |
|
|
2022
Q4 | $2.17M | Buy |
117,995
+5,633
| +5% | +$104K | 0.21% | 103 |
|
|
2022
Q3 | $1.72M | Buy |
112,362
+953
| +0.9% | +$14.6K | 0.17% | 115 |
|
|
2022
Q2 | $2.34M | Sell |
111,409
-32,384
| -23% | -$679K | 0.22% | 96 |
|
|
2022
Q1 | $2.57M | Sell |
143,793
-11,976
| -8% | -$214K | 0.21% | 100 |
|
|
2021
Q4 | $2.89M | Sell |
155,769
-44,265
| -22% | -$822K | 0.22% | 96 |
|
|
2021
Q3 | $4.08M | Buy |
200,034
+2,705
| +1% | +$55.2K | 0.34% | 78 |
|
|
2021
Q2 | $4.29M | Buy |
197,329
+12,983
| +7% | +$282K | 0.37% | 78 |
|
|
2021
Q1 | $4.22M | Sell |
184,346
-2,218
| -1% | -$50.7K | 0.39% | 74 |
|
|
2020
Q4 | $4.05M | Buy |
186,564
+1,220
| +0.7% | +$26.5K | 0.4% | 70 |
|
|
2020
Q3 | $3.99M | Buy |
185,344
+5,561
| +3% | +$120K | 0.44% | 66 |
|
|
2020
Q2 | $4.11M | Buy |
179,783
+4,360
| +2% | +$99.6K | 0.49% | 56 |
|
|
2020
Q1 | $3.86M | Buy |
175,423
+16,739
| +11% | +$369K | 0.54% | 51 |
|
|
2019
Q4 | $4.68M | Buy |
158,684
+13,012
| +9% | +$384K | 0.51% | 53 |
|
|
2019
Q3 | $4.16M | Buy |
145,672
+9,575
| +7% | +$274K | 0.5% | 55 |
|
|
2019
Q2 | $3.45M | Buy |
136,097
+13,006
| +11% | +$329K | 0.43% | 63 |
|
|
2019
Q1 | $2.92M | Buy |
123,091
+19,587
| +19% | +$464K | 0.39% | 72 |
|
|
2018
Q4 | $2.23M | Buy |
103,504
+32,926
| +47% | +$710K | 0.33% | 84 |
|
|
2018
Q3 | $1.79M | Buy |
70,578
+26,830
| +61% | +$680K | 0.24% | 105 |
|
|
2018
Q2 | $1.06M | Buy |
43,748
+5,353
| +14% | +$130K | 0.15% | 140 |
|
|
2018
Q1 | $1.03M | Sell |
38,395
-1,051
| -3% | -$28.3K | 0.16% | 135 |
|
|
2017
Q4 | $1.16M | Buy |
39,446
+52
| +0.1% | +$1.53K | 0.18% | 127 |
|
|
2017
Q3 | $1.17M | Buy |
39,394
+2,766
| +8% | +$81.8K | 0.2% | 121 |
|
|
2017
Q2 | $1.04M | Sell |
36,628
-3,562
| -9% | -$102K | 0.18% | 128 |
|
|
2017
Q1 | $1.26M | Sell |
40,190
-523
| -1% | -$16.4K | 0.23% | 101 |
|
|
2016
Q4 | $1.31M | Buy |
40,713
+1,834
| +5% | +$58.9K | 0.26% | 96 |
|
|
2016
Q3 | $1.19M | Buy |
38,879
+2,846
| +8% | +$87.3K | 0.22% | 109 |
|
|
2016
Q2 | $1.18M | Buy |
36,033
+1,490
| +4% | +$48.6K | 0.24% | 91 |
|
|
2016
Q1 | $1.02M | Buy |
34,543
+492
| +1% | +$14.6K | 0.2% | 96 |
|
|
2015
Q4 | $885K | Buy |
34,051
+1,651
| +5% | +$42.9K | 0.17% | 107 |
|
|
2015
Q3 | $797K | Sell |
32,400
-3,032
| -9% | -$74.6K | 0.18% | 105 |
|
|
2015
Q2 | $951K | Buy |
35,432
+34
| +0.1% | +$913 | 0.21% | 97 |
|
|
2015
Q1 | $873K | Sell |
35,398
-4,303
| -11% | -$106K | 0.2% | 94 |
|
|
2014
Q4 | $1.01M | Buy |
39,701
+595
| +2% | +$15.1K | 0.23% | 88 |
|
|
2014
Q3 | $1.04M | Sell |
39,106
-1,582
| -4% | -$42.1K | 0.24% | 86 |
|
|
2014
Q2 | $1.09M | Sell |
40,688
-2,317
| -5% | -$61.9K | 0.25% | 86 |
|
|
2014
Q1 | $1.14M | Sell |
43,005
-23,270
| -35% | -$616K | 0.27% | 81 |
|
|
2013
Q4 | $1.76M | Sell |
66,275
-828
| -1% | -$22K | 0.42% | 59 |
|
|
2013
Q3 | $1.71M | Buy |
67,103
+4,151
| +7% | +$106K | 0.46% | 59 |
|
|
2013
Q2 | $1.68M | Buy |
+62,952
| New | +$1.68M | 0.49% | 53 |
|