BHWM
Bar Harbor Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
36,193
+3,118
| +9% | +$90.2K | 0.07% | 145 |
|
|
2025
Q1 | $935K | Buy |
33,075
+234
| +0.7% | +$6.62K | 0.06% | 143 |
|
|
2024
Q4 | $748K | Buy |
32,841
+1,001
| +3% | +$22.8K | 0.05% | 151 |
|
|
2024
Q3 | $700K | Buy |
31,840
+684
| +2% | +$15K | 0.04% | 168 |
|
|
2024
Q2 | $595K | Sell |
31,156
-4,166
| -12% | -$79.6K | 0.04% | 173 |
|
|
2024
Q1 | $622K | Hold |
35,322
| – | – | 0.04% | 176 |
|
|
2023
Q4 | $593K | Sell |
35,322
-46,191
| -57% | -$775K | 0.04% | 171 |
|
|
2023
Q3 | $1.22M | Sell |
81,513
-2,778
| -3% | -$41.7K | 0.1% | 137 |
|
|
2023
Q2 | $1.34M | Sell |
84,291
-1,410
| -2% | -$22.5K | 0.1% | 138 |
|
|
2023
Q1 | $1.65M | Sell |
85,701
-1,128
| -1% | -$21.7K | 0.13% | 124 |
|
|
2022
Q4 | $1.6M | Sell |
86,829
-561
| -0.6% | -$10.3K | 0.13% | 129 |
|
|
2022
Q3 | $1.34M | Sell |
87,390
-401
| -0.5% | -$6.15K | 0.12% | 133 |
|
|
2022
Q2 | $1.84M | Buy |
87,791
+10,176
| +13% | +$213K | 0.15% | 124 |
|
|
2022
Q1 | $1.83M | Sell |
77,615
-10,857
| -12% | -$257K | 0.16% | 96 |
|
|
2021
Q4 | $2.18M | Sell |
88,472
-5,204
| -6% | -$128K | 0.18% | 93 |
|
|
2021
Q3 | $2.53M | Sell |
93,676
-5,230
| -5% | -$141K | 0.24% | 82 |
|
|
2021
Q2 | $2.85M | Sell |
98,906
-1,574
| -2% | -$45.3K | 0.26% | 72 |
|
|
2021
Q1 | $3.04M | Sell |
100,480
-2,710
| -3% | -$82K | 0.3% | 69 |
|
|
2020
Q4 | $2.97M | Sell |
103,190
-1,598
| -2% | -$45.9K | 0.3% | 72 |
|
|
2020
Q3 | $2.99M | Sell |
104,788
-8,201
| -7% | -$234K | 0.33% | 69 |
|
|
2020
Q2 | $3.42M | Sell |
112,989
-4,694
| -4% | -$142K | 0.39% | 66 |
|
|
2020
Q1 | $3.43M | Sell |
117,683
-1,959
| -2% | -$57.1K | 0.46% | 58 |
|
|
2019
Q4 | $4.68M | Buy |
119,642
+2,892
| +2% | +$113K | 0.51% | 56 |
|
|
2019
Q3 | $4.42M | Sell |
116,750
-9,436
| -7% | -$357K | 0.51% | 55 |
|
|
2019
Q2 | $4.23M | Sell |
126,186
-134
| -0.1% | -$4.49K | 0.49% | 56 |
|
|
2019
Q1 | $3.96M | Sell |
126,320
-7,298
| -5% | -$229K | 0.47% | 54 |
|
|
2018
Q4 | $3.81M | Sell |
133,618
-16,432
| -11% | -$469K | 0.51% | 50 |
|
|
2018
Q3 | $5.04M | Sell |
150,050
-6,132
| -4% | -$206K | 0.57% | 41 |
|
|
2018
Q2 | $5.02M | Buy |
156,182
+3,185
| +2% | +$102K | 0.6% | 41 |
|
|
2018
Q1 | $5.46M | Sell |
152,997
-57,073
| -27% | -$2.03M | 0.67% | 36 |
|
|
2017
Q4 | $8.17M | Sell |
210,070
-7,055
| -3% | -$274K | 0.95% | 28 |
|
|
2017
Q3 | $8.51M | Sell |
217,125
-4,442
| -2% | -$174K | 1.03% | 28 |
|
|
2017
Q2 | $8.36M | Sell |
221,567
-8,557
| -4% | -$323K | 1% | 30 |
|
|
2017
Q1 | $9.56M | Sell |
230,124
-14,392
| -6% | -$598K | 1.12% | 26 |
|
|
2016
Q4 | $10.4M | Sell |
244,516
-309
| -0.1% | -$13.1K | 1.15% | 23 |
|
|
2016
Q3 | $9.94M | Buy |
244,825
+1,116
| +0.5% | +$45.3K | 1.13% | 25 |
|
|
2016
Q2 | $10.5M | Buy |
243,709
+10,946
| +5% | +$473K | 1.22% | 23 |
|
|
2016
Q1 | $9.12M | Buy |
232,763
+4,792
| +2% | +$188K | 1.11% | 25 |
|
|
2015
Q4 | $7.85M | Buy |
227,971
+795
| +0.3% | +$27.4K | 0.99% | 29 |
|
|
2015
Q3 | $7.4M | Buy |
227,176
+862
| +0.4% | +$28.1K | 0.98% | 30 |
|
|
2015
Q2 | $8.04M | Sell |
226,314
-5,963
| -3% | -$212K | 0.98% | 30 |
|
|
2015
Q1 | $7.58M | Sell |
232,277
-1,061
| -0.5% | -$34.6K | 0.92% | 29 |
|
|
2014
Q4 | $7.84M | Sell |
233,338
-3,555
| -2% | -$119K | 0.98% | 29 |
|
|
2014
Q3 | $8.35M | Buy |
236,893
+1,288
| +0.5% | +$45.4K | 1.07% | 24 |
|
|
2014
Q2 | $8.33M | Sell |
235,605
-4,741
| -2% | -$168K | 1.04% | 24 |
|
|
2014
Q1 | $8.43M | Sell |
240,346
-2,621
| -1% | -$91.9K | 1.08% | 24 |
|
|
2013
Q4 | $8.54M | Sell |
242,967
-1,722
| -0.7% | -$60.5K | 1.11% | 24 |
|
|
2013
Q3 | $8.28M | Sell |
244,689
-3,007
| -1% | -$102K | 1.16% | 23 |
|
|
2013
Q2 | $8.77M | Buy |
+247,696
| New | +$8.77M | 1.27% | 22 |
|