BSW
Buckingham Strategic Wealth’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.44M | Buy |
232,506
+8,356
| +4% | +$160K | 0.05% | 153 |
|
|
2024
Q1 | $3.95M | Buy |
224,150
+17,512
| +8% | +$308K | 0.04% | 169 |
|
|
2023
Q4 | $3.47M | Buy |
206,638
+24,807
| +14% | +$416K | 0.04% | 173 |
|
|
2023
Q3 | $2.73M | Buy |
181,831
+18,120
| +11% | +$272K | 0.04% | 183 |
|
|
2023
Q2 | $2.61M | Sell |
163,711
-26,228
| -14% | -$418K | 0.04% | 192 |
|
|
2023
Q1 | $3.5M | Hold |
189,939
| – | – | 0.06% | 139 |
|
|
2022
Q4 | $3.5M | Sell |
189,939
-11,677
| -6% | -$215K | 0.06% | 139 |
|
|
2022
Q3 | $3.09M | Buy |
201,616
+6,814
| +3% | +$105K | 0.06% | 136 |
|
|
2022
Q2 | $4.08M | Buy |
194,802
+20,195
| +12% | +$423K | 0.08% | 122 |
|
|
2022
Q1 | $4.13M | Sell |
174,607
-18,693
| -10% | -$442K | 0.08% | 121 |
|
|
2021
Q4 | $4.76M | Buy |
193,300
+28,581
| +17% | +$703K | 0.09% | 108 |
|
|
2021
Q3 | $4.45M | Buy |
164,719
+1,571
| +1% | +$42.4K | 0.09% | 115 |
|
|
2021
Q2 | $4.7M | Sell |
163,148
-923
| -0.6% | -$26.6K | 0.11% | 106 |
|
|
2021
Q1 | $4.97M | Sell |
164,071
-21,143
| -11% | -$640K | 0.24% | 88 |
|
|
2020
Q4 | $5.33M | Buy |
185,214
+30,084
| +19% | +$865K | 0.28% | 82 |
|
|
2020
Q3 | $4.42M | Buy |
155,130
+25,100
| +19% | +$716K | 0.34% | 64 |
|
|
2020
Q2 | $3.93M | Sell |
130,030
-67,418
| -34% | -$2.04M | 0.37% | 61 |
|
|
2020
Q1 | $5.76M | Buy |
197,448
+38,373
| +24% | +$1.12M | 0.56% | 37 |
|
|
2019
Q4 | $6.22M | Buy |
159,075
+12,316
| +8% | +$481K | 0.6% | 39 |
|
|
2019
Q3 | $5.55M | Sell |
146,759
-6,489
| -4% | -$246K | 0.6% | 37 |
|
|
2019
Q2 | $5.14M | Buy |
153,248
+25,694
| +20% | +$861K | 0.56% | 39 |
|
|
2019
Q1 | $4M | Buy |
127,554
+10,048
| +9% | +$315K | 0.5% | 48 |
|
|
2018
Q4 | $3.35M | Sell |
117,506
-2,331
| -2% | -$66.5K | 0.51% | 42 |
|
|
2018
Q3 | $4.02M | Buy |
119,837
+3,051
| +3% | +$102K | 0.62% | 35 |
|
|
2018
Q2 | $3.75M | Buy |
116,786
+35,639
| +44% | +$1.14M | 0.61% | 37 |
|
|
2018
Q1 | $2.89M | Sell |
81,147
-14,126
| -15% | -$504K | 0.56% | 39 |
|
|
2017
Q4 | $3.7M | Sell |
95,273
-4,316
| -4% | -$168K | 0.77% | 25 |
|
|
2017
Q3 | $3.9M | Sell |
99,589
-4,837
| -5% | -$189K | 0.93% | 20 |
|
|
2017
Q2 | $3.94M | Buy |
104,426
+8,482
| +9% | +$320K | 0.93% | 22 |
|
|
2017
Q1 | $3.99M | Buy |
95,944
+4,997
| +5% | +$208K | 1.16% | 15 |
|
|
2016
Q4 | $3.87M | Buy |
90,947
+14,206
| +19% | +$604K | 1.25% | 16 |
|
|
2016
Q3 | $3.12M | Buy |
76,741
+12,560
| +20% | +$510K | 1.05% | 16 |
|
|
2016
Q2 | $2.77M | Buy |
64,181
+3,748
| +6% | +$162K | 0.94% | 20 |
|
|
2016
Q1 | $2.37M | Buy |
60,433
+4,078
| +7% | +$160K | 0.78% | 24 |
|
|
2015
Q4 | $1.94M | Sell |
56,355
-1,708
| -3% | -$58.8K | 0.65% | 29 |
|
|
2015
Q3 | $1.89M | Buy |
58,063
+1,305
| +2% | +$42.5K | 0.67% | 28 |
|
|
2015
Q2 | $2.02M | Buy |
56,758
+6,905
| +14% | +$245K | 0.66% | 31 |
|
|
2015
Q1 | $1.63M | Buy |
49,853
+783
| +2% | +$25.6K | 0.61% | 33 |
|
|
2014
Q4 | $1.65M | Buy |
49,070
+3,572
| +8% | +$120K | 0.64% | 32 |
|
|
2014
Q3 | $1.6M | Buy |
45,498
+4,233
| +10% | +$149K | 0.66% | 32 |
|
|
2014
Q2 | $1.46M | Buy |
41,265
+2,104
| +5% | +$74.4K | 0.64% | 30 |
|
|
2014
Q1 | $1.37M | Buy |
39,161
+2,214
| +6% | +$77.6K | 0.64% | 35 |
|
|
2013
Q4 | $1.3M | Sell |
36,947
-5,260
| -12% | -$185K | 0.61% | 35 |
|
|
2013
Q3 | $1.43M | Buy |
42,207
+11,765
| +39% | +$398K | 0.76% | 28 |
|
|
2013
Q2 | $1.08M | Buy |
+30,442
| New | +$1.08M | 0.61% | 34 |
|