Beese Fulmer Investment Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
81,901
+5,291
| +7% | +$153K | 0.18% | 98 |
|
|
2025
Q1 | $2.17M | Buy |
76,610
+4,030
| +6% | +$114K | 0.19% | 85 |
|
|
2024
Q4 | $1.65M | Sell |
72,580
-200
| -0.3% | -$4.55K | 0.14% | 93 |
|
|
2024
Q3 | $1.6M | Sell |
72,780
-2,143
| -3% | -$47.1K | 0.14% | 97 |
|
|
2024
Q2 | $1.43M | Sell |
74,923
-4,954
| -6% | -$94.7K | 0.13% | 101 |
|
|
2024
Q1 | $1.41M | Sell |
79,877
-5,423
| -6% | -$95.4K | 0.13% | 103 |
|
|
2023
Q4 | $1.43M | Sell |
85,300
-1,400
| -2% | -$23.5K | 0.15% | 98 |
|
|
2023
Q3 | $1.3M | Sell |
86,700
-13,226
| -13% | -$199K | 0.15% | 102 |
|
|
2023
Q2 | $1.59M | Sell |
99,926
-2,818
| -3% | -$44.9K | 0.17% | 99 |
|
|
2023
Q1 | $1.98M | Sell |
102,744
-4,775
| -4% | -$91.9K | 0.23% | 89 |
|
|
2022
Q4 | $1.98M | Sell |
107,519
-1,087
| -1% | -$20K | 0.24% | 85 |
|
|
2022
Q3 | $1.67M | Buy |
108,606
+3,673
| +4% | +$56.3K | 0.22% | 91 |
|
|
2022
Q2 | $2.2M | Sell |
104,933
-37,172
| -26% | -$779K | 0.28% | 80 |
|
|
2022
Q1 | $2.54M | Sell |
142,105
-3,065
| -2% | -$54.7K | 0.27% | 83 |
|
|
2021
Q4 | $2.7M | Sell |
145,170
-17,478
| -11% | -$325K | 0.28% | 83 |
|
|
2021
Q3 | $3.32M | Sell |
162,648
-3,984
| -2% | -$81.3K | 0.37% | 74 |
|
|
2021
Q2 | $3.62M | Sell |
166,632
-8,162
| -5% | -$177K | 0.41% | 67 |
|
|
2021
Q1 | $4M | Sell |
174,794
-6,413
| -4% | -$147K | 0.48% | 62 |
|
|
2020
Q4 | $3.94M | Sell |
181,207
-3,989
| -2% | -$86.6K | 0.5% | 59 |
|
|
2020
Q3 | $3.99M | Sell |
185,196
-8,048
| -4% | -$173K | 0.56% | 56 |
|
|
2020
Q2 | $4.41M | Sell |
193,244
-4,134
| -2% | -$94.4K | 0.65% | 53 |
|
|
2020
Q1 | $4.35M | Sell |
197,378
-481
| -0.2% | -$10.6K | 0.77% | 50 |
|
|
2019
Q4 | $5.84M | Buy |
197,859
+2,401
| +1% | +$70.9K | 0.82% | 51 |
|
|
2019
Q3 | $5.59M | Buy |
195,458
+27,528
| +16% | +$787K | 0.84% | 44 |
|
|
2019
Q2 | $4.25M | Sell |
167,930
-11,287
| -6% | -$286K | 0.81% | 50 |
|
|
2019
Q1 | $4.25M | Sell |
179,217
-6,780
| -4% | -$161K | 0.84% | 50 |
|
|
2018
Q4 | $4.01M | Sell |
185,997
-6,149
| -3% | -$133K | 0.9% | 46 |
|
|
2018
Q3 | $4.87M | Sell |
192,146
-4,313
| -2% | -$109K | 0.96% | 42 |
|
|
2018
Q2 | $4.77M | Buy |
196,459
+1,533
| +0.8% | +$37.2K | 1% | 41 |
|
|
2018
Q1 | $5.25M | Sell |
194,926
-1
| -0% | -$27 | 1.15% | 35 |
|
|
2017
Q4 | $5.72M | Sell |
194,927
-5,791
| -3% | -$170K | 1.23% | 29 |
|
|
2017
Q3 | $5.94M | Sell |
200,718
-1,959
| -1% | -$58K | 1.35% | 26 |
|
|
2017
Q2 | $5.78M | Sell |
202,677
-1,663
| -0.8% | -$47.4K | 1.38% | 23 |
|
|
2017
Q1 | $6.41M | Sell |
204,340
-954
| -0.5% | -$29.9K | 1.56% | 18 |
|
|
2016
Q4 | $6.59M | Sell |
205,294
-10,077
| -5% | -$324K | 1.7% | 16 |
|
|
2016
Q3 | $6.61M | Buy |
215,371
+5,320
| +3% | +$163K | 1.78% | 15 |
|
|
2016
Q2 | $6.86M | Sell |
210,051
-1,079
| -0.5% | -$35.2K | 1.95% | 12 |
|
|
2016
Q1 | $6.14M | Sell |
211,130
-3,204
| -1% | -$93.2K | 1.79% | 14 |
|
|
2015
Q4 | $5.57M | Sell |
214,334
-8,700
| -4% | -$226K | 1.72% | 15 |
|
|
2015
Q3 | $5.49M | Buy |
223,034
+172,016
| +337% | +$4.23M | 1.8% | 16 |
|
|
2015
Q2 | $1.37M | Buy |
51,018
+86
| +0.2% | +$2.31K | 0.44% | 66 |
|
|
2015
Q1 | $1.26M | Sell |
50,932
-470
| -0.9% | -$11.6K | 0.42% | 63 |
|
|
2014
Q4 | $1.3M | Sell |
51,402
-675
| -1% | -$17.1K | 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% | +$32.6K | 0.45% | 63 |
|
|
2014
Q1 | $1.35M | Sell |
51,056
-248
| -0.5% | -$6.57K | 0.47% | 61 |
|
|
2013
Q4 | $1.36M | Sell |
51,304
-1,473
| -3% | -$39.1K | 0.48% | 60 |
|
|
2013
Q3 | $1.35M | Buy |
52,777
+205
| +0.4% | +$5.24K | 0.53% | 56 |
|
|
2013
Q2 | $1.41M | Buy |
+52,572
| New | +$1.41M | 0.6% | 54 |
|