BAM
Beaumont Asset Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36,302
| Closed | -$699K | – | 76 |
|
|
2023
Q1 | $699K | Sell |
36,302
-3,628
| -9% | -$69.8K | 0.51% | 39 |
|
|
2022
Q4 | $735K | Sell |
39,930
-11,564
| -22% | -$213K | 0.54% | 37 |
|
|
2022
Q3 | $789K | Buy |
51,494
+1,492
| +3% | +$22.9K | 0.63% | 33 |
|
|
2022
Q2 | $1.05M | Buy |
+50,002
| New | +$1.05M | 0.79% | 29 |
|