Berger Financial Group’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 | $8.02M | Sell |
276,969
-321
| -0.1% | -$9.29K | 0.52% | 40 |
|
|
2025
Q1 | $7.84M | Buy |
277,290
+246,532
| +802% | +$6.97M | 0.54% | 38 |
|
|
2024
Q4 | $700K | Sell |
30,758
-249
| -0.8% | -$5.67K | 0.05% | 211 |
|
|
2024
Q3 | $682K | Sell |
31,007
-2,201
| -7% | -$48.4K | 0.05% | 191 |
|
|
2024
Q2 | $635K | Sell |
33,208
-443
| -1% | -$8.47K | 0.05% | 183 |
|
|
2024
Q1 | $592K | Buy |
33,651
+14,173
| +73% | +$249K | 0.05% | 188 |
|
|
2023
Q4 | $327K | Buy |
19,478
+2,149
| +12% | +$36.1K | 0.03% | 216 |
|
|
2023
Q3 | $260K | Buy |
17,329
+1,598
| +10% | +$24K | 0.03% | 229 |
|
|
2023
Q2 | $251K | Sell |
15,731
-1,206
| -7% | -$19.2K | 0.03% | 245 |
|
|
2023
Q1 | $326K | Sell |
16,937
-398
| -2% | -$7.66K | 0.04% | 201 |
|
|
2022
Q4 | $319K | Sell |
17,335
-985
| -5% | -$18.1K | 0.04% | 194 |
|
|
2022
Q3 | $281K | Buy |
18,320
+275
| +2% | +$4.22K | 0.04% | 191 |
|
|
2022
Q2 | $378K | Sell |
18,045
-9,864
| -35% | -$207K | 0.06% | 158 |
|
|
2022
Q1 | $498K | Sell |
27,909
-1,559
| -5% | -$27.8K | 0.06% | 148 |
|
|
2021
Q4 | $548K | Buy |
29,468
+7,437
| +34% | +$138K | 0.07% | 141 |
|
|
2021
Q3 | $449K | Buy |
22,031
+811
| +4% | +$16.5K | 0.08% | 126 |
|
|
2021
Q2 | $461K | Sell |
21,220
-124
| -0.6% | -$2.69K | 0.08% | 125 |
|
|
2021
Q1 | $488K | Buy |
21,344
+6,150
| +40% | +$141K | 0.11% | 111 |
|
|
2020
Q4 | $330K | Buy |
+15,194
| New | +$330K | 0.06% | 154 |
|