Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-82,595
| Closed | -$1.32M | – | 213 |
|
|
2023
Q2 | $1.32M | Buy |
82,595
+19,729
| +31% | +$315K | 0.24% | 113 |
|
|
2023
Q1 | $1.21M | Buy |
+62,866
| New | +$1.21M | 0.24% | 112 |
|
|
2022
Q3 | – | Sell |
-190,156
| Closed | -$3.99M | – | 214 |
|
|
2022
Q2 | $3.99M | Sell |
190,156
-14,100
| -7% | -$296K | 0.87% | 32 |
|
|
2022
Q1 | $3.65M | Buy |
+204,256
| New | +$3.65M | 0.66% | 46 |
|
|
2020
Q4 | – | Sell |
-114,229
| Closed | -$2.46M | – | 223 |
|
|
2020
Q3 | $2.46M | Sell |
114,229
-90,839
| -44% | -$1.96M | 0.69% | 47 |
|
|
2020
Q2 | $4.68M | Buy |
205,068
+56,176
| +38% | +$1.28M | 1.55% | 9 |
|
|
2020
Q1 | $3.28M | Sell |
148,892
-662
| -0.4% | -$14.6K | 1.49% | 21 |
|
|
2019
Q4 | $4.41M | Buy |
149,554
+615
| +0.4% | +$18.2K | 1.13% | 20 |
|
|
2019
Q3 | $4.26M | Buy |
148,939
+60,308
| +68% | +$1.72M | 1.18% | 17 |
|
|
2019
Q2 | $2.24M | Buy |
+88,631
| New | +$2.24M | 0.62% | 77 |
|
|
2018
Q4 | – | Sell |
-104,256
| Closed | -$2.64M | – | 182 |
|
|
2018
Q3 | $2.64M | Buy |
104,256
+3,967
| +4% | +$101K | 0.75% | 60 |
|
|
2018
Q2 | $2.43M | Buy |
+100,289
| New | +$2.43M | 0.76% | 62 |
|