Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.01M Sell
44,138
-26,025
-37% -$586K 0.22% 92
2024
Q3
$1.54M Sell
70,163
-8,360
-11% -$166K 0.25% 99
2024
Q2
$1.38M Hold
78,523
0.22% 111
2024
Q1
$1.38M Buy
78,523
+1,886
+2% +$32.2K 0.22% 111
2023
Q4
$1.29M Sell
76,637
-10,775
-12% -$170K 0.23% 109
2023
Q3
$1.31M Sell
87,412
-6,294
-7% -$92.3K 0.25% 102
2023
Q2
$1.49M Buy
93,706
+25,687
+38% +$437K 0.28% 95
2023
Q1
$1.15M Sell
68,019
-2,880
-4% -$55K 0.36% 75
2022
Q4
$1.43M Sell
70,899
-848
-1% -$15.2K 0.46% 69
2022
Q3
$1.1M Buy
71,747
+6,040
+9% +$110K 0.43% 71
2022
Q2
$1.38M Sell
65,707
-11,338
-15% -$226K 0.79% 33
2022
Q1
$1.38M Sell
77,045
-4,082
-5% -$75.5K 0.7% 35
2021
Q4
$1.51M Sell
81,127
-20,952
-21% -$392K 0.88% 25
2021
Q3
$2.08M Sell
102,079
-1,803
-2% -$37.9K 0.95% 19
2021
Q2
$2.26M Sell
103,882
-14,096
-12% -$321K 0.99% 18
2021
Q1
$2.7M Buy
117,978
+11,965
+11% +$265K 1.16% 14
2020
Q4
$2.3M Buy
106,013
+4,998
+5% +$108K 1.08% 16
2020
Q3
$2.17M Sell
101,015
-5,040
-5% -$113K 1.28% 14
2020
Q2
$2.42M Buy
106,055
+3,236
+3% +$73.7K 1.53% 10
2020
Q1
$2.26M Sell
102,819
-28,429
-22% -$777K 1.64% 11
2019
Q4
$3.87M Buy
131,248
+1,230
+0.9% +$35.5K 1.86% 7
2019
Q3
$3.72M Buy
130,018
+3,061
+2% +$81.1K 2.06% 6
2019
Q2
$3.21M Buy
126,957
+14,000
+12% +$336K 1.87% 7
2019
Q1
$2.67M Buy
112,957
+5,043
+5% +$116K 1.64% 10
2018
Q4
$2.33M Buy
107,914
+2,344
+2% +$54.6K 1.69% 9
2018
Q3
$2.68M Buy
105,570
+19,028
+22% +$466K 1.75% 8
2018
Q2
$2.1M Buy
86,542
+8,041
+10% +$202K 1.56% 9
2018
Q1
$2.11M Sell
78,501
-3,151
-4% -$87.7K 1.61% 9
2017
Q4
$2.4M Buy
81,652
+11,951
+17% +$326K 1.76% 8
2017
Q3
$2.06M Buy
69,701
+10,525
+18% +$299K 1.65% 9
2017
Q2
$1.69M Sell
59,176
-151
-0.3% -$4.45K 1.39% 11
2017
Q1
$1.86M Buy
59,327
+310
+0.5% +$9.76K 1.61% 10
2016
Q4
$1.9M Sell
59,017
-4,440
-7% -$131K 1.61% 11
2016
Q3
$1.95M Sell
63,457
-3,010
-5% -$95.1K 1.65% 12
2016
Q2
$2.15M Sell
66,467
-4,522
-6% -$135K 1.29% 19
2016
Q1
$2.07M Sell
70,989
-42,173
-37% -$1.17M 1.33% 19
2015
Q4
$2.9M Buy
113,162
+1,476
+1% +$37.4K 1.65% 8
2015
Q3
$2.71M Buy
111,686
+616
+0.6% +$15.7K 1.78% 8
2015
Q2
$2.94M Sell
111,070
-16,662
-13% -$431K 1.72% 4
2015
Q1
$3.15M Buy
127,732
+17,708
+16% +$450K 1.91% 3
2014
Q4
$2.79M Buy
+110,024
New +$2.85M 2.11% 6

Other funds holding T

Bison Wealth's T Position: Q4 2024 in Review

Bison Wealth reduced its AT&T (T) stake by 37% in Q4 2024, selling an estimated $586K and leaving 44,138 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #92.

Bison Wealth first reported a position in T in Q4 2014 and has held it in 41 quarters since. The position peaked at $3.87M in Q4 2019. 2,677 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • Bison Wealth held 44,138 shares of AT&T worth $1.01M as of Q4 2024.
  • Bison Wealth sold 26,025 AT&T shares in Q4 2024, an estimated $586K.
  • AT&T made up 0.22% of Bison Wealth's portfolio in Q4 2024, its #92 holding.
  • Bison Wealth first reported a position in AT&T in Q4 2014 and has held it in 41 quarters since.
  • Bison Wealth's AT&T position peaked at $3.87M in Q4 2019.
  • 2,677 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.