Bartlett & Co 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
2025
Q2
$3.45M Buy
119,207
+4,058
+4% +$117K 0.05% 156
2025
Q1
$3.26M Buy
115,149
+6,764
+6% +$191K 0.05% 155
2024
Q4
$2.47M Sell
108,385
-2,216
-2% -$50.5K 0.04% 177
2024
Q3
$2.43M Buy
110,601
+949
+0.9% +$20.9K 0.03% 181
2024
Q2
$2.1M Sell
109,652
-1,046
-0.9% -$20K 0.03% 192
2024
Q1
$1.95M Sell
110,698
-375
-0.3% -$6.6K 0.03% 203
2023
Q4
$1.86M Sell
111,073
-14,732
-12% -$247K 0.03% 210
2023
Q3
$1.89M Sell
125,805
-30,796
-20% -$463K 0.03% 201
2023
Q2
$2.5M Buy
156,601
+31,125
+25% +$496K 0.04% 175
2023
Q1
$2.42M Sell
125,476
-2,785
-2% -$53.6K 0.05% 165
2022
Q4
$2.36M Sell
128,261
-1,057
-0.8% -$19.5K 0.05% 170
2022
Q3
$1.98M Buy
129,318
+63,709
+97% +$977K 0.04% 171
2022
Q2
$1.38M Sell
65,609
-23,114
-26% -$484K 0.03% 191
2022
Q1
$1.58M Sell
88,723
-5,642
-6% -$101K 0.03% 193
2021
Q4
$1.75M Sell
94,365
-116,520
-55% -$2.16M 0.03% 191
2021
Q3
$4.3M Buy
210,885
+4,366
+2% +$89.1K 0.08% 131
2021
Q2
$4.49M Sell
206,519
-49,946
-19% -$1.09M 0.09% 132
2021
Q1
$5.86M Sell
256,465
-4,188
-2% -$95.7K 0.12% 118
2020
Q4
$5.66M Buy
260,653
+858
+0.3% +$18.6K 0.12% 120
2020
Q3
$5.59M Sell
259,795
-18,866
-7% -$406K 0.13% 116
2020
Q2
$6.36M Sell
278,661
-12,775
-4% -$292K 0.17% 108
2020
Q1
$6.42M Sell
291,436
-2,395
-0.8% -$52.7K 0.2% 103
2019
Q4
$8.67M Sell
293,831
-1,974
-0.7% -$58.3K 0.21% 99
2019
Q3
$8.45M Buy
295,805
+61,318
+26% +$1.75M 0.22% 95
2019
Q2
$5.93M Buy
234,487
+1,813
+0.8% +$45.9K 0.22% 82
2019
Q1
$5.51M Sell
232,674
-754
-0.3% -$17.9K 0.21% 84
2018
Q4
$5.03M Buy
233,428
+415
+0.2% +$8.95K 0.21% 83
2018
Q3
$5.91M Buy
233,013
+5
+0% +$127 0.22% 84
2018
Q2
$5.65M Sell
233,008
-761
-0.3% -$18.5K 0.23% 79
2018
Q1
$6.29M Buy
+233,769
New +$6.29M 0.26% 76