BAM
Bruderman Asset Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-161,420
| Closed | -$4.36M | – | 125 |
|
|
2021
Q3 | $4.36M | Buy |
161,420
+3,082
| +2% | +$83.2K | 1.1% | 33 |
|
|
2021
Q2 | $4.56M | Buy |
158,338
+2,780
| +2% | +$80K | 1.41% | 28 |
|
|
2021
Q1 | $4.71M | Buy |
155,558
+984
| +0.6% | +$29.8K | 1.31% | 27 |
|
|
2020
Q4 | $4.45M | Buy |
154,574
+11,256
| +8% | +$324K | 1.29% | 28 |
|
|
2020
Q3 | $4.09M | Sell |
143,318
-9,757
| -6% | -$278K | 1.34% | 25 |
|
|
2020
Q2 | $4.58M | Sell |
153,075
-82,146
| -35% | -$2.46M | 1.52% | 26 |
|
|
2020
Q1 | $6.6M | Sell |
235,221
-13,105
| -5% | -$368K | 2.61% | 7 |
|
|
2019
Q4 | $9.65M | Sell |
248,326
-44,014
| -15% | -$1.71M | 3.01% | 7 |
|
|
2019
Q3 | $11.5M | Sell |
292,340
-33,697
| -10% | -$1.33M | 2.91% | 5 |
|
|
2019
Q2 | $10.9M | Sell |
326,037
-56,996
| -15% | -$1.91M | 2.58% | 10 |
|
|
2019
Q1 | $12M | Buy |
383,033
+10,218
| +3% | +$320K | 2.63% | 6 |
|
|
2018
Q4 | $10.6M | Buy |
372,815
+55,761
| +18% | +$1.59M | 2.74% | 8 |
|
|
2018
Q3 | $10.6M | Sell |
317,054
-122,699
| -28% | -$4.12M | 2.44% | 10 |
|
|
2018
Q2 | $14.1M | Sell |
439,753
-18,232
| -4% | -$585K | 3.44% | 4 |
|
|
2018
Q1 | $16.3M | Buy |
457,985
+13,936
| +3% | +$497K | 3.91% | 2 |
|
|
2017
Q4 | $17.3M | Buy |
444,049
+2,883
| +0.7% | +$112K | 4.39% | 2 |
|
|
2017
Q3 | $17.3M | Buy |
441,166
+19,730
| +5% | +$773K | 4.47% | 1 |
|
|
2017
Q2 | $15.9M | Buy |
421,436
+9,586
| +2% | +$362K | 4.25% | 2 |
|
|
2017
Q1 | $17.1M | Buy |
411,850
+552
| +0.1% | +$22.9K | 4.94% | 1 |
|
|
2016
Q4 | $17.5M | Buy |
411,298
+1,291
| +0.3% | +$54.9K | 5.27% | 1 |
|
|
2016
Q3 | $16.7M | Buy |
410,007
+12,018
| +3% | +$488K | 4.97% | 1 |
|
|
2016
Q2 | $17.2M | Buy |
397,989
+8,297
| +2% | +$359K | 5.38% | 1 |
|
|
2016
Q1 | $15.3M | Buy |
389,692
+5,343
| +1% | +$209K | 5.3% | 2 |
|
|
2015
Q4 | $13.2M | Buy |
384,349
+3,403
| +0.9% | +$117K | 4.98% | 2 |
|
|
2015
Q3 | $12.4M | Buy |
380,946
+14,639
| +4% | +$477K | 4.89% | 1 |
|
|
2015
Q2 | $13M | Buy |
366,307
+12,199
| +3% | +$433K | 4.99% | 1 |
|
|
2015
Q1 | $11.6M | Buy |
+354,108
| New | +$11.6M | 4.51% | 2 |
|