Caldwell Trust’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $987K | Sell |
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|
2024
Q3 | $990K | Sell |
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|
2024
Q2 | $929K | Sell |
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|
2024
Q1 | $900K | Sell |
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|
2023
Q4 | $973K | Sell |
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|
2023
Q3 | $934K | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.54M | Sell |
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|
2022
Q2 | $2.17M | Sell |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $2.22M | Sell |
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|
2021
Q3 | $3.74M | Sell |
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|
2021
Q2 | $4.27M | Sell |
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|
2021
Q1 | $4.52M | Buy |
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|
2020
Q4 | $3.91M | Sell |
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|
2020
Q3 | $3.93M | Sell |
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|
2020
Q2 | $4.75M | Buy |
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|
2020
Q1 | $4.51M | Sell |
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|
2019
Q4 | $6.08M | Buy |
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