BT Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $425K | Sell |
20,282
-7,523
| -27% | -$158K | 0.12% | 41 |
|
|
2022
Q1 | $496K | Sell |
27,805
-331
| -1% | -$5.91K | 0.13% | 39 |
|
|
2021
Q4 | $523K | Buy |
28,136
+7,279
| +35% | +$135K | 0.14% | 37 |
|
|
2021
Q3 | $425K | Sell |
20,857
-19,860
| -49% | -$405K | 0.13% | 36 |
|
|
2021
Q2 | $885K | Hold |
40,717
| – | – | 0.27% | 25 |
|
|
2021
Q1 | $931K | Buy |
+40,717
| New | +$931K | 0.31% | 26 |
|
|
2020
Q3 | – | Sell |
-14,748
| Closed | -$337K | – | 64 |
|
|
2020
Q2 | $337K | Hold |
14,748
| – | – | 0.17% | 37 |
|
|
2020
Q1 | $325K | Sell |
14,748
-8,372
| -36% | -$184K | 0.19% | 38 |
|
|
2019
Q4 | $682K | Buy |
23,120
+1,335
| +6% | +$39.4K | 0.35% | 31 |
|
|
2019
Q3 | $623K | Hold |
21,785
| – | – | 0.35% | 30 |
|
|
2019
Q2 | $560K | Buy |
21,785
+13
| +0.1% | +$334 | 0.32% | 32 |
|
|
2019
Q1 | $516K | Sell |
21,772
-11,584
| -35% | -$275K | 0.3% | 34 |
|
|
2018
Q4 | $751K | Buy |
+33,356
| New | +$751K | 0.32% | 38 |
|