BWM
Baystate Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $297K | Sell |
17,712
-5,244
| -23% | -$88K | 0.02% | 174 |
|
|
2023
Q3 | $345K | Buy |
22,956
+1,814
| +9% | +$27.2K | 0.03% | 158 |
|
|
2023
Q2 | $337K | Sell |
21,142
-3,878
| -15% | -$61.9K | 0.03% | 156 |
|
|
2023
Q1 | $482K | Buy |
25,020
+459
| +2% | +$8.84K | 0.04% | 131 |
|
|
2022
Q4 | $452K | Buy |
24,561
+2,358
| +11% | +$43.4K | 0.04% | 147 |
|
|
2022
Q3 | $341K | Sell |
22,203
-1,781
| -7% | -$27.4K | 0.04% | 147 |
|
|
2022
Q2 | $503K | Buy |
23,984
+629
| +3% | +$13.2K | 0.05% | 122 |
|
|
2022
Q1 | $552K | Sell |
23,355
-723
| -3% | -$17.1K | 0.05% | 111 |
|
|
2021
Q4 | $592K | Buy |
24,078
+10,868
| +82% | +$267K | 0.05% | 106 |
|
|
2021
Q3 | $357K | Sell |
13,210
-3,183
| -19% | -$86K | 0.04% | 117 |
|
|
2021
Q2 | $472K | Buy |
16,393
+915
| +6% | +$26.3K | 0.05% | 99 |
|
|
2021
Q1 | $469K | Buy |
15,478
+4,781
| +45% | +$145K | 0.05% | 94 |
|
|
2020
Q4 | $308K | Sell |
10,697
-3,287
| -24% | -$94.6K | 0.04% | 103 |
|
|
2020
Q3 | $399K | Buy |
13,984
+5,157
| +58% | +$147K | 0.05% | 85 |
|
|
2020
Q2 | $267K | Sell |
8,827
-1,304
| -13% | -$39.4K | 0.03% | 98 |
|
|
2020
Q1 | $295K | Buy |
10,131
+635
| +7% | +$18.5K | 0.04% | 83 |
|
|
2019
Q4 | $371K | Buy |
9,496
+1,871
| +25% | +$73.1K | 0.05% | 78 |
|
|
2019
Q3 | $289K | Buy |
7,625
+103
| +1% | +$3.9K | 0.04% | 90 |
|
|
2019
Q2 | $251K | Buy |
7,522
+525
| +8% | +$17.5K | 0.03% | 99 |
|
|
2019
Q1 | $215K | Buy |
6,997
+44
| +0.6% | +$1.35K | 0.03% | 103 |
|
|
2018
Q4 | $215K | Buy |
6,953
+547
| +9% | +$16.9K | 0.03% | 94 |
|
|
2018
Q3 | $210K | Sell |
6,406
-2,511
| -28% | -$82.3K | 0.04% | 84 |
|
|
2018
Q2 | $284K | Buy |
8,917
+2,538
| +40% | +$80.8K | 0.04% | 72 |
|
|
2018
Q1 | $223K | Sell |
6,379
-476
| -7% | -$16.6K | 0.03% | 76 |
|
|
2017
Q4 | $260K | Sell |
6,855
-3,410
| -33% | -$129K | 0.04% | 69 |
|
|
2017
Q3 | $393K | Buy |
10,265
+1,408
| +16% | +$53.9K | 0.07% | 54 |
|
|
2017
Q2 | $322K | Sell |
8,857
-7,553
| -46% | -$275K | 0.06% | 53 |
|
|
2017
Q1 | $666K | Buy |
16,410
+2,393
| +17% | +$97.1K | 0.13% | 34 |
|
|
2016
Q4 | $599K | Buy |
14,017
+1,978
| +16% | +$84.5K | 0.12% | 32 |
|
|
2016
Q3 | $489K | Sell |
12,039
-4,049
| -25% | -$164K | 0.11% | 34 |
|
|
2016
Q2 | $695K | Buy |
16,088
+26
| +0.2% | +$1.12K | 0.16% | 27 |
|
|
2016
Q1 | $629K | Buy |
16,062
+2,193
| +16% | +$85.9K | 0.14% | 27 |
|
|
2015
Q4 | $477K | Buy |
13,869
+4,223
| +44% | +$145K | 0.1% | 29 |
|
|
2015
Q3 | $314K | Sell |
9,646
-1,118
| -10% | -$36.4K | 0.08% | 39 |
|
|
2015
Q2 | $382K | Buy |
10,764
+2,384
| +28% | +$84.6K | 0.1% | 39 |
|
|
2015
Q1 | $274K | Buy |
8,380
+1,891
| +29% | +$61.8K | 0.08% | 42 |
|
|
2014
Q4 | $218K | Sell |
6,489
-1,929
| -23% | -$64.8K | 0.07% | 47 |
|
|
2014
Q3 | $297K | Sell |
8,418
-39
| -0.5% | -$1.38K | 0.1% | 42 |
|
|
2014
Q2 | $299K | Sell |
8,457
-903
| -10% | -$31.9K | 0.1% | 37 |
|
|
2014
Q1 | $328K | Buy |
+9,360
| New | +$328K | 0.12% | 36 |
|
|
2013
Q3 | – | Sell |
-1,973
| Closed | -$70K | – | 207 |
|
|
2013
Q2 | $70K | Buy |
+1,973
| New | +$70K | 0.03% | 79 |
|