BFA
Beaumont Financial Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
15,146
+1,102
| +8% | +$31.9K | 0.03% | 242 |
|
|
2025
Q1 | $397K | Buy |
14,044
+1,091
| +8% | +$30.9K | 0.03% | 254 |
|
|
2024
Q4 | $295K | Sell |
12,953
-136
| -1% | -$3.1K | 0.02% | 294 |
|
|
2024
Q3 | $288K | Sell |
13,089
-319
| -2% | -$7.02K | 0.02% | 280 |
|
|
2024
Q2 | $256K | Sell |
13,408
-1,768
| -12% | -$33.8K | 0.02% | 297 |
|
|
2024
Q1 | $267K | Sell |
15,176
-277
| -2% | -$4.88K | 0.02% | 296 |
|
|
2023
Q4 | $259K | Sell |
15,453
-365
| -2% | -$6.13K | 0.02% | 287 |
|
|
2023
Q3 | $238K | Sell |
15,818
-4,917
| -24% | -$73.9K | 0.02% | 284 |
|
|
2023
Q2 | $331K | Buy |
20,735
+577
| +3% | +$9.2K | 0.03% | 251 |
|
|
2023
Q1 | $388K | Sell |
20,158
-271
| -1% | -$5.22K | 0.04% | 208 |
|
|
2022
Q4 | $376K | Buy |
20,429
+653
| +3% | +$12K | 0.04% | 208 |
|
|
2022
Q3 | $303K | Buy |
19,776
+1,139
| +6% | +$17.5K | 0.03% | 237 |
|
|
2022
Q2 | $391K | Buy |
18,637
+1,863
| +11% | +$39.1K | 0.04% | 207 |
|
|
2022
Q1 | $396K | Sell |
16,774
-2,228
| -12% | -$52.6K | 0.03% | 239 |
|
|
2021
Q4 | $467K | Sell |
19,002
-4,230
| -18% | -$104K | 0.03% | 222 |
|
|
2021
Q3 | $627K | Sell |
23,232
-4,885
| -17% | -$132K | 0.05% | 187 |
|
|
2021
Q2 | $809K | Sell |
28,117
-1,025
| -4% | -$29.5K | 0.06% | 163 |
|
|
2021
Q1 | $882K | Sell |
29,142
-2,106
| -7% | -$63.7K | 0.07% | 151 |
|
|
2020
Q4 | $899K | Sell |
31,248
-1,405
| -4% | -$40.4K | 0.08% | 146 |
|
|
2020
Q3 | $931K | Sell |
32,653
-4,646
| -12% | -$132K | 0.09% | 151 |
|
|
2020
Q2 | $1.13M | Buy |
37,299
+875
| +2% | +$26.5K | 0.12% | 129 |
|
|
2020
Q1 | $1.06M | Sell |
36,424
-1,468
| -4% | -$42.8K | 0.13% | 101 |
|
|
2019
Q4 | $1.48M | Buy |
37,892
+14,594
| +63% | +$570K | 0.15% | 106 |
|
|
2019
Q3 | $882K | Buy |
23,298
+5,602
| +32% | +$212K | 0.09% | 137 |
|
|
2019
Q2 | $593K | Buy |
17,696
+2,380
| +16% | +$79.8K | 0.06% | 141 |
|
|
2019
Q1 | $480K | Buy |
15,316
+1,356
| +10% | +$42.5K | 0.05% | 156 |
|
|
2018
Q4 | $398K | Buy |
13,960
+202
| +1% | +$5.76K | 0.06% | 140 |
|
|
2018
Q3 | $462K | Sell |
13,758
-286
| -2% | -$9.6K | 0.05% | 155 |
|
|
2018
Q2 | $451K | Sell |
14,044
-192,982
| -93% | -$6.2M | 0.05% | 140 |
|
|
2018
Q1 | $7.38M | Buy |
207,026
+8,716
| +4% | +$311K | 0.82% | 40 |
|
|
2017
Q4 | $7.71M | Sell |
198,310
-11,644
| -6% | -$453K | 0.9% | 40 |
|
|
2017
Q3 | $8.22M | Buy |
209,954
+6,767
| +3% | +$265K | 1.03% | 37 |
|
|
2017
Q2 | $7.67M | Buy |
203,187
+3,644
| +2% | +$137K | 0.99% | 38 |
|
|
2017
Q1 | $8.29M | Buy |
199,543
+4,351
| +2% | +$181K | 1.13% | 32 |
|
|
2016
Q4 | $8.3M | Buy |
195,192
+43,098
| +28% | +$1.83M | 1.26% | 27 |
|
|
2016
Q3 | $6.18M | Sell |
152,094
-12,989
| -8% | -$527K | 0.98% | 38 |
|
|
2016
Q2 | $7.13M | Sell |
165,083
-385
| -0.2% | -$16.6K | 1.17% | 30 |
|
|
2016
Q1 | $5.4M | Buy |
165,468
+5,903
| +4% | +$193K | 0.88% | 41 |
|
|
2015
Q4 | $5.49M | Buy |
159,565
+27,427
| +21% | +$944K | 0.91% | 43 |
|
|
2015
Q3 | $4.69M | Hold |
132,138
| – | – | 0.68% | 54 |
|
|
2015
Q2 | $4.69M | Sell |
132,138
-41,945
| -24% | -$1.49M | 0.68% | 54 |
|
|
2015
Q1 | $5.68M | Sell |
174,083
-13,516
| -7% | -$441K | 0.2% | 71 |
|
|
2014
Q4 | $6.3M | Sell |
187,599
-3,236
| -2% | -$109K | 0.3% | 70 |
|
|
2014
Q3 | $6.73M | Sell |
190,835
-4,781
| -2% | -$168K | 0.44% | 64 |
|
|
2014
Q2 | $6.92M | Sell |
195,616
-103,533
| -35% | -$3.66M | 0.49% | 64 |
|
|
2014
Q1 | $10.5M | Sell |
299,149
-79,537
| -21% | -$2.79M | 0.86% | 37 |
|
|
2013
Q4 | $13.3M | Buy |
378,686
+6,996
| +2% | +$246K | 1.1% | 42 |
|
|
2013
Q3 | $12.6M | Sell |
371,690
-11,503
| -3% | -$389K | 1.12% | 34 |
|
|
2013
Q2 | $13.6M | Buy |
+383,193
| New | +$13.6M | 1.25% | 28 |
|