Bingham Osborn & Scarborough’s AT&T T Stock Holding History

Bingham Osborn & Scarborough’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-21,956	Closed	-$448K	–	122
2021 Q3	$448K	Buy	21,956 +710	+3%	+$14.5K	0.03%	100
2021 Q2	$462K	Buy	21,246 +1,454	+7%	+$31.6K	0.03%	100
2021 Q1	$453K	Buy	19,792 +1,858	+10%	+$42.5K	0.03%	84
2020 Q4	$390K	Sell	17,934 -13,585	-43%	-$295K	0.03%	89
2020 Q3	$679K	Sell	31,519 -903	-3%	-$19.5K	0.05%	82
2020 Q2	$740K	Sell	32,422 -1,717	-5%	-$39.2K	0.06%	74
2020 Q1	$752K	Sell	34,139 -1,274	-4%	-$28.1K	0.07%	65
2019 Q4	$1.05M	Buy	35,413 +748	+2%	+$22.1K	0.09%	62
2019 Q3	$991K	Sell	34,665 -4,798	-12%	-$137K	0.09%	59
2019 Q2	$999K	Buy	39,463 +8,925	+29%	+$226K	0.09%	60
2019 Q1	$723K	Buy	30,538 +160	+0.5%	+$3.79K	0.07%	69
2018 Q4	$655K	Sell	30,378 -458	-1%	-$9.88K	0.07%	68
2018 Q3	$782K	Sell	30,836 -1,929	-6%	-$48.9K	0.07%	64
2018 Q2	$795K	Buy	32,765 +2,406	+8%	+$58.4K	0.08%	58
2018 Q1	$817K	Sell	30,359 -1,454	-5%	-$39.1K	0.08%	59
2017 Q4	$934K	Buy	31,813 +2,211	+7%	+$64.9K	0.09%	47
2017 Q3	$876K	Sell	29,602 -14,597	-33%	-$432K	0.08%	49
2017 Q2	$1.26M	Buy	44,199 +16,350	+59%	+$466K	0.12%	36
2017 Q1	$874K	Buy	27,849 +205	+0.7%	+$6.43K	0.09%	43
2016 Q4	$888K	Sell	27,644 -184	-0.7%	-$5.91K	0.09%	39
2016 Q3	$854K	Buy	27,828 +1,042	+4%	+$32K	0.09%	43
2016 Q2	$874K	Buy	26,786 +2,224	+9%	+$72.6K	0.1%	45
2016 Q1	$727K	Buy	24,562 +2,825	+13%	+$83.6K	0.08%	52
2015 Q4	$565K	Sell	21,737 -1,040	-5%	-$27K	0.07%	62
2015 Q3	$560K	Buy	22,777 +1,040	+5%	+$25.6K	0.07%	60
2015 Q2	$583K	Buy	21,737 +346	+2%	+$9.28K	0.07%	60
2015 Q1	$527K	Sell	21,391 -272	-1%	-$6.7K	0.06%	65
2014 Q4	$550K	Sell	21,663 -828	-4%	-$21K	0.07%	68
2014 Q3	$599K	Buy	22,491 +13,825	+160%	+$368K	0.08%	63
2014 Q2	$231K	Buy	+8,666	New	+$231K	0.03%	98
2014 Q1	–	Sell	-8,276	Closed	-$220K	–	111
2013 Q4	$220K	Sell	8,276 -1,360	-14%	-$36.2K	0.03%	94
2013 Q3	$246K	Buy	+9,636	New	+$246K	0.04%	78