BDO Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $211K | Buy |
13,201
+147
| +1% | +$2.35K | 0.02% | 257 |
|
2023
Q1 | $251K | Sell |
13,054
-333
| -2% | -$6.41K | 0.03% | 229 |
|
2022
Q4 | $246K | Buy |
13,387
+597
| +5% | +$11K | 0.03% | 236 |
|
2022
Q3 | $196K | Buy |
12,790
+571
| +5% | +$8.75K | 0.03% | 251 |
|
2022
Q2 | $256K | Sell |
12,219
-3,750
| -23% | -$78.6K | 0.03% | 230 |
|
2022
Q1 | $285K | Sell |
15,969
-1,324
| -8% | -$23.6K | 0.03% | 225 |
|
2021
Q4 | $321K | Sell |
17,293
-6,883
| -28% | -$128K | 0.03% | 227 |
|
2021
Q3 | $493K | Sell |
24,176
-1,278
| -5% | -$26.1K | 0.05% | 183 |
|
2021
Q2 | $553K | Sell |
25,454
-3,561
| -12% | -$77.4K | 0.06% | 175 |
|
2021
Q1 | $663K | Sell |
29,015
-218,507
| -88% | -$4.99M | 0.08% | 162 |
|
2020
Q4 | $5.38M | Sell |
247,522
-20,240
| -8% | -$440K | 0.76% | 29 |
|
2020
Q3 | $5.77M | Buy |
267,762
+501
| +0.2% | +$10.8K | 0.94% | 23 |
|
2020
Q2 | $6.1M | Buy |
267,261
+41,571
| +18% | +$949K | 1.07% | 23 |
|
2020
Q1 | $4.97M | Buy |
225,690
+216,189
| +2,275% | +$4.76M | 1% | 22 |
|
2019
Q4 | $280K | Sell |
9,501
-110
| -1% | -$3.24K | 0.07% | 160 |
|
2019
Q3 | $275K | Buy |
9,611
+557
| +6% | +$15.9K | 0.07% | 163 |
|
2019
Q2 | $229K | Sell |
9,054
-1,198
| -12% | -$30.3K | 0.06% | 178 |
|
2019
Q1 | $243K | Sell |
10,252
-6,442
| -39% | -$153K | 0.07% | 156 |
|
2018
Q4 | $360K | Sell |
16,694
-2,341
| -12% | -$50.5K | 0.12% | 113 |
|
2018
Q3 | $483K | Buy |
19,035
+2,384
| +14% | +$60.5K | 0.16% | 98 |
|
2018
Q2 | $404K | Buy |
16,651
+1,414
| +9% | +$34.3K | 0.14% | 103 |
|
2018
Q1 | $410K | Buy |
15,237
+9,916
| +186% | +$267K | 0.15% | 95 |
|
2017
Q4 | $156K | Buy |
5,321
+2,674
| +101% | +$78.4K | 0.07% | 125 |
|
2017
Q3 | $78K | Sell |
2,647
-12,183
| -82% | -$359K | 0.04% | 154 |
|
2017
Q2 | $423K | Buy |
+14,830
| New | +$423K | 0.18% | 90 |
|