BigSur 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,287
| Closed | -$219K | – | 141 |
|
|
2022
Q1 | $219K | Hold |
12,287
| – | – | 0.09% | 120 |
|
|
2021
Q4 | $228K | Hold |
12,287
| – | – | 0.09% | 120 |
|
|
2021
Q3 | $251K | Hold |
12,287
| – | – | 0.11% | 104 |
|
|
2021
Q2 | $267K | Hold |
12,287
| – | – | 0.12% | 100 |
|
|
2021
Q1 | $281K | Hold |
12,287
| – | – | 0.14% | 93 |
|
|
2020
Q4 | $267K | Hold |
12,287
| – | – | 0.15% | 87 |
|
|
2020
Q3 | $265K | Sell |
12,287
-6,355
| -34% | -$142K | 0.17% | 78 |
|
|
2020
Q2 | $426K | Hold |
18,642
| – | – | 0.3% | 65 |
|
|
2020
Q1 | $410K | Hold |
18,642
| – | – | 0.31% | 67 |
|
|
2019
Q4 | $550K | Hold |
18,642
| – | – | 0.31% | 65 |
|
|
2019
Q3 | $533K | Hold |
18,642
| – | – | 0.36% | 61 |
|
|
2019
Q2 | $471K | Hold |
18,642
| – | – | 0.33% | 63 |
|
|
2019
Q1 | $442K | Sell |
18,642
-13,240
| -42% | -$305K | 0.29% | 67 |
|
|
2018
Q4 | $687K | Sell |
31,882
-7,944
| -20% | -$185K | 0.49% | 43 |
|
|
2018
Q3 | $1.01M | Buy |
39,826
+15,539
| +64% | +$381K | 0.63% | 35 |
|
|
2018
Q2 | $589K | Buy |
24,287
+349
| +1% | +$8.76K | 0.43% | 43 |
|
|
2018
Q1 | $645K | Hold |
23,938
| – | – | 0.46% | 42 |
|
|
2017
Q4 | $703K | Hold |
23,938
| – | – | 0.7% | 32 |
|
|
2017
Q3 | $708K | Hold |
23,938
| – | – | 0.71% | 35 |
|
|
2017
Q2 | $696K | Hold |
23,938
| – | – | 0.71% | 35 |
|
|
2017
Q1 | $691K | Sell |
23,938
-1,986
| -8% | -$62.5K | 0.75% | 33 |
|
|
2016
Q4 | $833K | Buy |
+25,924
| New | +$765K | 1.11% | 23 |
|
Other funds holding T
