Aspiriant LLC’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 | $259K | Buy |
8,956
+745
| +9% | +$21.6K | 0.01% | 275 |
|
2025
Q1 | $232K | Buy |
+8,211
| New | +$232K | 0.01% | 270 |
|
2024
Q4 | – | Sell |
-9,558
| Closed | -$210K | – | 308 |
|
2024
Q3 | $210K | Sell |
9,558
-485
| -5% | -$10.7K | 0.01% | 278 |
|
2024
Q2 | $192K | Sell |
10,043
-5,621
| -36% | -$107K | 0.01% | 275 |
|
2024
Q1 | $276K | Sell |
15,664
-923
| -6% | -$16.2K | 0.01% | 259 |
|
2023
Q4 | $278K | Sell |
16,587
-1,521
| -8% | -$25.5K | 0.01% | 252 |
|
2023
Q3 | $272K | Buy |
18,108
+1,379
| +8% | +$20.7K | 0.01% | 238 |
|
2023
Q2 | $267K | Buy |
16,729
+44
| +0.3% | +$702 | 0.01% | 240 |
|
2023
Q1 | $321K | Buy |
16,685
+685
| +4% | +$13.2K | 0.02% | 213 |
|
2022
Q4 | $295K | Buy |
16,000
+691
| +5% | +$12.7K | 0.02% | 216 |
|
2022
Q3 | $234K | Buy |
15,309
+333
| +2% | +$5.09K | 0.01% | 235 |
|
2022
Q2 | $313K | Sell |
14,976
-1,980
| -12% | -$41.4K | 0.02% | 207 |
|
2022
Q1 | $303K | Sell |
16,956
-3,402
| -17% | -$60.8K | 0.02% | 223 |
|
2021
Q4 | $376K | Buy |
20,358
+3,228
| +19% | +$59.6K | 0.02% | 202 |
|
2021
Q3 | $351K | Sell |
17,130
-175
| -1% | -$3.59K | 0.02% | 182 |
|
2021
Q2 | $375K | Sell |
17,305
-4,398
| -20% | -$95.3K | 0.02% | 181 |
|
2021
Q1 | $495K | Buy |
21,703
+3,265
| +18% | +$74.5K | 0.03% | 149 |
|
2020
Q4 | $400K | Sell |
18,438
-3,416
| -16% | -$74.1K | 0.03% | 156 |
|
2020
Q3 | $471K | Buy |
21,854
+20
| +0.1% | +$431 | 0.04% | 153 |
|
2020
Q2 | $500K | Sell |
21,834
-2,246
| -9% | -$51.4K | 0.05% | 130 |
|
2020
Q1 | $531K | Buy |
24,080
+1,857
| +8% | +$41K | 0.05% | 122 |
|
2019
Q4 | $655K | Sell |
22,223
-1,837
| -8% | -$54.1K | 0.06% | 118 |
|
2019
Q3 | $688K | Sell |
24,060
-11,730
| -33% | -$335K | 0.06% | 125 |
|
2019
Q2 | $907K | Sell |
35,790
-7,731
| -18% | -$196K | 0.08% | 117 |
|
2019
Q1 | $1.03M | Buy |
43,521
+11,523
| +36% | +$274K | 0.08% | 109 |
|
2018
Q4 | $690K | Sell |
31,998
-2,543
| -7% | -$54.8K | 0.05% | 129 |
|
2018
Q3 | $877K | Sell |
34,541
-31,145
| -47% | -$791K | 0.08% | 114 |
|
2018
Q2 | $1.59M | Buy |
65,686
+19,149
| +41% | +$464K | 0.14% | 88 |
|
2018
Q1 | $1.25M | Buy |
+46,537
| New | +$1.25M | 0.11% | 94 |
|
2017
Q4 | – | Sell |
-46,615
| Closed | -$1.38M | – | 168 |
|
2017
Q3 | $1.38M | Sell |
46,615
-13,064
| -22% | -$386K | 0.12% | 90 |
|
2017
Q2 | $1.7M | Buy |
59,679
+1,021
| +2% | +$29.1K | 0.15% | 83 |
|
2017
Q1 | $2.52M | Sell |
58,658
-5,961
| -9% | -$256K | 0.21% | 74 |
|
2016
Q4 | $2.08M | Buy |
64,619
+159
| +0.2% | +$5.11K | 0.19% | 71 |
|
2016
Q3 | $1.98M | Buy |
64,460
+7,993
| +14% | +$245K | 0.2% | 72 |
|
2016
Q2 | $1.54M | Sell |
56,467
-13,790
| -20% | -$375K | 0.15% | 87 |
|
2016
Q1 | $2.08M | Buy |
+70,257
| New | +$2.08M | 0.2% | 69 |
|
2015
Q4 | – | Sell |
-9,443
| Closed | -$251K | – | 91 |
|
2015
Q3 | $251K | Buy |
9,443
+858
| +10% | +$22.8K | 0.02% | 93 |
|
2015
Q2 | $230K | Buy |
+8,585
| New | +$230K | 0.02% | 102 |
|
2014
Q1 | – | Sell |
-25,860
| Closed | -$687K | – | 85 |
|
2013
Q4 | $687K | Buy |
+25,860
| New | +$687K | 0.11% | 51 |
|