BSW Wealth Partners’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 | $1.08M | Sell |
37,348
-141
| -0.4% | -$4.08K | 0.15% | 86 |
|
|
2025
Q1 | $1.06M | Sell |
37,489
-266
| -0.7% | -$7.52K | 0.16% | 78 |
|
|
2024
Q4 | $860K | Buy |
37,755
+5,340
| +16% | +$122K | 0.13% | 98 |
|
|
2024
Q3 | $713K | Buy |
32,415
+3,994
| +14% | +$87.9K | 0.11% | 107 |
|
|
2024
Q2 | $543K | Buy |
28,421
+1,194
| +4% | +$22.8K | 0.09% | 124 |
|
|
2024
Q1 | $479K | Buy |
27,227
+696
| +3% | +$12.3K | 0.08% | 142 |
|
|
2023
Q4 | $445K | Buy |
26,531
+435
| +2% | +$7.3K | 0.09% | 135 |
|
|
2023
Q3 | $392K | Buy |
26,096
+2,731
| +12% | +$41K | 0.09% | 133 |
|
|
2023
Q2 | $373K | Buy |
23,365
+470
| +2% | +$7.5K | 0.08% | 154 |
|
|
2023
Q1 | $441K | Buy |
22,895
+2,964
| +15% | +$57.1K | 0.09% | 157 |
|
|
2022
Q4 | $367K | Sell |
19,931
-11,471
| -37% | -$211K | 0.08% | 181 |
|
|
2022
Q3 | $482K | Buy |
31,402
+1,197
| +4% | +$18.4K | 0.12% | 119 |
|
|
2022
Q2 | $633K | Sell |
30,205
-7,479
| -20% | -$157K | 0.15% | 94 |
|
|
2022
Q1 | $673K | Buy |
37,684
+14,370
| +62% | +$257K | 0.17% | 99 |
|
|
2021
Q4 | $433K | Sell |
23,314
-6,043
| -21% | -$112K | 0.11% | 139 |
|
|
2021
Q3 | $599K | Buy |
29,357
+3,021
| +11% | +$61.6K | 0.17% | 88 |
|
|
2021
Q2 | $572K | Buy |
26,336
+558
| +2% | +$12.1K | 0.16% | 90 |
|
|
2021
Q1 | $589K | Buy |
25,778
+6,592
| +34% | +$151K | 0.17% | 78 |
|
|
2020
Q4 | $417K | Buy |
19,186
+5,906
| +44% | +$128K | 0.13% | 95 |
|
|
2020
Q3 | $286K | Buy |
13,280
+4,385
| +49% | +$94.4K | 0.11% | 105 |
|
|
2020
Q2 | $203K | Buy |
+8,895
| New | +$203K | 0.07% | 134 |
|
|
2020
Q1 | – | Sell |
-13,954
| Closed | -$412K | – | 134 |
|
|
2019
Q4 | $412K | Buy |
13,954
+6,691
| +92% | +$198K | 0.14% | 74 |
|
|
2019
Q3 | $208K | Buy |
+7,263
| New | +$208K | 0.08% | 99 |
|
|
2015
Q1 | – | Sell |
-14,346
| Closed | -$364K | – | 56 |
|
|
2014
Q4 | $364K | Sell |
14,346
-121
| -0.8% | -$3.07K | 0.29% | 41 |
|
|
2014
Q3 | $385K | Buy |
+14,467
| New | +$385K | 0.3% | 35 |
|
|
2014
Q1 | – | Sell |
-14,093
| Closed | -$374K | – | 55 |
|
|
2013
Q4 | $374K | Hold |
14,093
| – | – | 0.3% | 33 |
|
|
2013
Q3 | $360K | Sell |
14,093
-198
| -1% | -$5.06K | 0.31% | 33 |
|
|
2013
Q2 | $382K | Buy |
+14,291
| New | +$382K | 0.34% | 31 |
|