Baystate Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $297K | Sell |
17,712
-5,244
| -23% | -$82.8K | 0.02% | 174 |
|
|
2023
Q3 | $345K | Buy |
22,956
+1,814
| +9% | +$26.6K | 0.03% | 158 |
|
|
2023
Q2 | $337K | Sell |
21,142
-3,878
| -15% | -$66K | 0.03% | 156 |
|
|
2023
Q1 | $482K | Buy |
25,020
+459
| +2% | +$8.77K | 0.04% | 131 |
|
|
2022
Q4 | $452K | Buy |
24,561
+2,358
| +11% | +$42.2K | 0.04% | 147 |
|
|
2022
Q3 | $341K | Sell |
22,203
-1,781
| -7% | -$32.4K | 0.04% | 147 |
|
|
2022
Q2 | $503K | Sell |
23,984
-6,938
| -22% | -$138K | 0.05% | 122 |
|
|
2022
Q1 | $552K | Sell |
30,922
-957
| -3% | -$17.7K | 0.05% | 111 |
|
|
2021
Q4 | $592K | Buy |
31,879
+14,389
| +82% | +$269K | 0.05% | 106 |
|
|
2021
Q3 | $357K | Sell |
17,490
-4,214
| -19% | -$88.5K | 0.04% | 117 |
|
|
2021
Q2 | $472K | Buy |
21,704
+1,211
| +6% | +$27.5K | 0.05% | 99 |
|
|
2021
Q1 | $469K | Buy |
20,493
+6,330
| +45% | +$140K | 0.05% | 94 |
|
|
2020
Q4 | $308K | Sell |
14,163
-4,352
| -24% | -$93.8K | 0.04% | 103 |
|
|
2020
Q3 | $399K | Buy |
18,515
+6,828
| +58% | +$153K | 0.05% | 85 |
|
|
2020
Q2 | $267K | Sell |
11,687
-1,726
| -13% | -$39.3K | 0.03% | 98 |
|
|
2020
Q1 | $295K | Buy |
13,413
+840
| +7% | +$22.9K | 0.04% | 83 |
|
|
2019
Q4 | $371K | Buy |
12,573
+2,477
| +25% | +$71.5K | 0.05% | 78 |
|
|
2019
Q3 | $289K | Buy |
10,096
+137
| +1% | +$3.63K | 0.04% | 90 |
|
|
2019
Q2 | $251K | Buy |
9,959
+695
| +8% | +$16.7K | 0.03% | 99 |
|
|
2019
Q1 | $215K | Buy |
9,264
+58
| +0.6% | +$1.33K | 0.03% | 103 |
|
|
2018
Q4 | $215K | Buy |
9,206
+724
| +9% | +$16.9K | 0.03% | 94 |
|
|
2018
Q3 | $210K | Sell |
8,482
-3,324
| -28% | -$81.4K | 0.04% | 84 |
|
|
2018
Q2 | $284K | Buy |
11,806
+3,360
| +40% | +$84.3K | 0.04% | 72 |
|
|
2018
Q1 | $223K | Sell |
8,446
-630
| -7% | -$17.5K | 0.03% | 76 |
|
|
2017
Q4 | $260K | Sell |
9,076
-4,515
| -33% | -$123K | 0.04% | 69 |
|
|
2017
Q3 | $393K | Buy |
13,591
+1,864
| +16% | +$52.9K | 0.07% | 54 |
|
|
2017
Q2 | $322K | Sell |
11,727
-10,000
| -46% | -$295K | 0.06% | 53 |
|
|
2017
Q1 | $666K | Buy |
21,727
+3,168
| +17% | +$99.7K | 0.13% | 34 |
|
|
2016
Q4 | $599K | Buy |
18,559
+2,619
| +16% | +$77.3K | 0.12% | 32 |
|
|
2016
Q3 | $489K | Sell |
15,940
-5,361
| -25% | -$169K | 0.11% | 34 |
|
|
2016
Q2 | $695K | Buy |
21,301
+35
| +0.2% | +$1.04K | 0.16% | 27 |
|
|
2016
Q1 | $629K | Buy |
21,266
+2,903
| +16% | +$80.4K | 0.14% | 27 |
|
|
2015
Q4 | $477K | Buy |
18,363
+5,592
| +44% | +$142K | 0.1% | 29 |
|
|
2015
Q3 | $314K | Sell |
12,771
-1,481
| -10% | -$37.8K | 0.08% | 39 |
|
|
2015
Q2 | $382K | Buy |
14,252
+3,157
| +28% | +$81.6K | 0.1% | 39 |
|
|
2015
Q1 | $274K | Buy |
11,095
+2,504
| +29% | +$63.6K | 0.08% | 42 |
|
|
2014
Q4 | $218K | Sell |
8,591
-2,554
| -23% | -$66.3K | 0.07% | 47 |
|
|
2014
Q3 | $297K | Sell |
11,145
-52
| -0.5% | -$1.38K | 0.1% | 42 |
|
|
2014
Q2 | $299K | Sell |
11,197
-1,196
| -10% | -$32K | 0.1% | 37 |
|
|
2014
Q1 | $328K | Buy |
+12,393
| New | +$311K | 0.12% | 36 |
|
|
2013
Q3 | – | Sell |
-2,612
| Closed | -$70K | – | 207 |
|
|
2013
Q2 | $70K | Buy |
+2,612
| New | +$72.6K | 0.03% | 79 |
|
Other funds holding T
