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 |
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2023
Q1 | $460K | Sell |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $491K | Buy |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $621K | Sell |
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|
2021
Q4 | $722K | Sell |
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|
2021
Q3 | $931K | Buy |
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|
2021
Q2 | $967K | Sell |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $784K | Sell |
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|
2020
Q3 | $786K | Sell |
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|
2020
Q2 | $889K | Sell |
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|
2020
Q1 | $894K | Buy |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $962K | Sell |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $854K | Buy |
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|
2018
Q3 | $977K | Sell |
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|
2018
Q2 | $938K | Buy |
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|
2018
Q1 | $965K | Sell |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $1.33M | Sell |
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|
2017
Q2 | $1.44M | Buy |
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|
2017
Q1 | $1.49M | Sell |
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|
2016
Q4 | $1.54M | Buy |
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|
2016
Q3 | $1.26M | Buy |
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|
2016
Q2 | $1.33M | Sell |
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|
2016
Q1 | $1.22M | Buy |
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