BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $363K | Sell |
22,751
-1,134
| -5% | -$19.3K | 0.04% | 190 |
|
|
2023
Q1 | $460K | Sell |
23,885
-485
| -2% | -$9.27K | 0.05% | 177 |
|
|
2022
Q4 | $449K | Sell |
24,370
-7,605
| -24% | -$136K | 0.05% | 172 |
|
|
2022
Q3 | $491K | Buy |
31,975
+4,029
| +14% | +$73.3K | 0.06% | 163 |
|
|
2022
Q2 | $586K | Sell |
27,946
-6,867
| -20% | -$137K | 0.07% | 165 |
|
|
2022
Q1 | $621K | Sell |
34,813
-4,072
| -10% | -$75.3K | 0.07% | 169 |
|
|
2021
Q4 | $722K | Sell |
38,885
-6,767
| -15% | -$126K | 0.08% | 154 |
|
|
2021
Q3 | $931K | Buy |
45,652
+1,175
| +3% | +$24.7K | 0.11% | 127 |
|
|
2021
Q2 | $967K | Sell |
44,477
-211
| -0.5% | -$4.8K | 0.11% | 120 |
|
|
2021
Q1 | $1.02M | Buy |
44,688
+8,593
| +24% | +$190K | 0.13% | 117 |
|
|
2020
Q4 | $784K | Sell |
36,095
-397
| -1% | -$8.56K | 0.11% | 117 |
|
|
2020
Q3 | $786K | Sell |
36,492
-2,423
| -6% | -$54.1K | 0.12% | 116 |
|
|
2020
Q2 | $889K | Sell |
38,915
-1,700
| -4% | -$38.7K | 0.15% | 103 |
|
|
2020
Q1 | $894K | Buy |
40,615
+800
| +2% | +$21.9K | 0.18% | 96 |
|
|
2019
Q4 | $1.18M | Buy |
39,815
+3,003
| +8% | +$86.7K | 0.21% | 95 |
|
|
2019
Q3 | $1.05M | Sell |
36,812
-1,213
| -3% | -$32.1K | 0.21% | 91 |
|
|
2019
Q2 | $962K | Sell |
38,025
-6,230
| -14% | -$149K | 0.19% | 98 |
|
|
2019
Q1 | $1.05M | Buy |
44,255
+4,620
| +12% | +$106K | 0.21% | 83 |
|
|
2018
Q4 | $854K | Buy |
39,635
+1,128
| +3% | +$26.3K | 0.2% | 90 |
|
|
2018
Q3 | $977K | Sell |
38,507
-158
| -0.4% | -$3.87K | 0.21% | 84 |
|
|
2018
Q2 | $938K | Buy |
38,665
+2,808
| +8% | +$70.5K | 0.21% | 84 |
|
|
2018
Q1 | $965K | Sell |
35,857
-1,599
| -4% | -$44.5K | 0.26% | 79 |
|
|
2017
Q4 | $1.1M | Sell |
37,456
-7,626
| -17% | -$208K | 0.26% | 73 |
|
|
2017
Q3 | $1.33M | Sell |
45,082
-5,362
| -11% | -$152K | 0.33% | 58 |
|
|
2017
Q2 | $1.44M | Buy |
50,444
+2,862
| +6% | +$84.4K | 0.41% | 46 |
|
|
2017
Q1 | $1.49M | Sell |
47,582
-267
| -0.6% | -$8.4K | 0.44% | 43 |
|
|
2016
Q4 | $1.54M | Buy |
47,849
+6,912
| +17% | +$204K | 0.51% | 34 |
|
|
2016
Q3 | $1.26M | Buy |
40,937
+260
| +0.6% | +$8.22K | 0.43% | 46 |
|
|
2016
Q2 | $1.33M | Sell |
40,677
-600
| -1% | -$17.9K | 0.57% | 41 |
|
|
2016
Q1 | $1.22M | Buy |
+41,277
| New | +$1.14M | 0.73% | 36 |
|
Other funds holding T
