Beese Fulmer Investment 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
2026
Q1
$1.73M Sell
59,792
-93,425
-61% -$2.5M 0.11% 116
2025
Q4
$1.9M Buy
153,217
+73,029
+91% +$1.85M 0.12% 109
2025
Q3
$2.26M Sell
80,188
-1,713
-2% -$48.6K 0.16% 98
2025
Q2
$2.37M Buy
81,901
+5,291
+7% +$146K 0.18% 98
2025
Q1
$2.17M Buy
76,610
+4,030
+6% +$101K 0.19% 85
2024
Q4
$1.65M Sell
72,580
-200
-0.3% -$4.5K 0.14% 93
2024
Q3
$1.6M Sell
72,780
-2,143
-3% -$42.6K 0.14% 97
2024
Q2
$1.43M Sell
74,923
-4,954
-6% -$86.1K 0.13% 101
2024
Q1
$1.41M Sell
79,877
-5,423
-6% -$92.6K 0.13% 103
2023
Q4
$1.43M Sell
85,300
-1,400
-2% -$22.1K 0.15% 98
2023
Q3
$1.3M Sell
86,700
-13,226
-13% -$194K 0.15% 102
2023
Q2
$1.59M Sell
99,926
-2,818
-3% -$48K 0.17% 99
2023
Q1
$1.98M Sell
102,744
-4,775
-4% -$91.3K 0.23% 89
2022
Q4
$1.98M Sell
107,519
-1,087
-1% -$19.5K 0.24% 85
2022
Q3
$1.67M Buy
108,606
+3,673
+4% +$66.8K 0.22% 91
2022
Q2
$2.2M Sell
104,933
-37,172
-26% -$741K 0.28% 80
2022
Q1
$2.54M Sell
142,105
-3,065
-2% -$56.7K 0.27% 83
2021
Q4
$2.7M Sell
145,170
-17,478
-11% -$327K 0.28% 83
2021
Q3
$3.32M Sell
162,648
-3,984
-2% -$83.7K 0.37% 74
2021
Q2
$3.62M Sell
166,632
-8,162
-5% -$186K 0.41% 67
2021
Q1
$4M Sell
174,794
-6,413
-4% -$142K 0.48% 62
2020
Q4
$3.94M Sell
181,207
-3,989
-2% -$86K 0.5% 59
2020
Q3
$3.99M Sell
185,196
-8,048
-4% -$180K 0.56% 56
2020
Q2
$4.41M Sell
193,244
-4,134
-2% -$94.1K 0.65% 53
2020
Q1
$4.35M Sell
197,378
-481
-0.2% -$13.1K 0.77% 50
2019
Q4
$5.84M Buy
197,859
+2,401
+1% +$69.3K 0.82% 51
2019
Q3
$5.59M Buy
195,458
+27,528
+16% +$729K 0.84% 44
2019
Q2
$4.25M Sell
167,930
-11,287
-6% -$271K 0.81% 50
2019
Q1
$4.25M Sell
179,217
-6,780
-4% -$156K 0.84% 50
2018
Q4
$4.01M Sell
185,997
-6,149
-3% -$143K 0.9% 46
2018
Q3
$4.87M Sell
192,146
-4,313
-2% -$106K 0.96% 42
2018
Q2
$4.76M Buy
196,459
+1,533
+0.8% +$38.5K 1% 41
2018
Q1
$5.25M Sell
194,926
-1
-0% -$28 1.15% 35
2017
Q4
$5.72M Sell
194,927
-5,791
-3% -$158K 1.23% 29
2017
Q3
$5.94M Sell
200,718
-1,959
-1% -$55.6K 1.35% 26
2017
Q2
$5.78M Sell
202,677
-1,663
-0.8% -$49K 1.38% 23
2017
Q1
$6.41M Sell
204,340
-954
-0.5% -$30K 1.56% 18
2016
Q4
$6.59M Sell
205,294
-10,077
-5% -$297K 1.7% 16
2016
Q3
$6.61M Buy
215,371
+5,320
+3% +$168K 1.78% 15
2016
Q2
$6.86M Sell
210,051
-1,079
-0.5% -$32.1K 1.95% 12
2016
Q1
$6.14M Sell
211,130
-3,204
-1% -$88.7K 1.79% 14
2015
Q4
$5.57M Sell
214,334
-8,700
-4% -$221K 1.72% 15
2015
Q3
$5.49M Buy
223,034
+172,016
+337% +$4.39M 1.8% 16
2015
Q2
$1.37M Buy
51,018
+86
+0.2% +$2.22K 0.44% 66
2015
Q1
$1.26M Sell
50,932
-470
-0.9% -$11.9K 0.42% 63
2014
Q4
$1.3M Sell
51,402
-675
-1% -$17.5K 0.41% 67
2014
Q3
$1.39M Sell
52,077
-198
-0.4% -$5.27K 0.45% 62
2014
Q2
$1.4M Buy
52,275
+1,219
+2% +$32.7K 0.45% 63
2014
Q1
$1.35M Sell
51,056
-248
-0.5% -$6.23K 0.47% 61
2013
Q4
$1.36M Sell
51,304
-1,473
-3% -$38.8K 0.48% 60
2013
Q3
$1.35M Buy
52,777
+205
+0.4% +$5.38K 0.53% 56
2013
Q2
$1.41M Buy
+52,572
New +$1.46M 0.6% 54

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