Caldwell Trust’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
39,666
-2,773
|
|
||||
|
2025
Q1 | $1.2M | Sell |
42,439
-925
|
|
||||
|
2024
Q4 | $987K | Sell |
43,364
-1,649
|
|
||||
|
2024
Q3 | $990K | Sell |
45,013
-3,577
|
|
||||
|
2024
Q2 | $929K | Sell |
48,590
-2,549
|
|
||||
|
2024
Q1 | $900K | Sell |
51,139
-6,842
|
|
||||
|
2023
Q4 | $973K | Sell |
57,981
-4,179
|
|
||||
|
2023
Q3 | $934K | Sell |
62,160
-22,198
|
|
||||
|
2023
Q2 | $1.35M | Sell |
84,358
-10,379
|
|
||||
|
2023
Q1 | $1.82M | Sell |
94,737
-14,018
|
|
||||
|
2022
Q4 | $2M | Buy |
108,755
+8,130
|
|
||||
|
2022
Q3 | $1.54M | Sell |
100,625
-2,824
|
|
||||
|
2022
Q2 | $2.17M | Sell |
103,449
-23,438
|
|
||||
|
2022
Q1 | $2.26M | Buy |
126,887
+7,328
|
|
||||
|
2021
Q4 | $2.22M | Sell |
119,559
-63,905
|
|
||||
|
2021
Q3 | $3.74M | Sell |
183,464
-13,090
|
|
||||
|
2021
Q2 | $4.27M | Sell |
196,554
-1,097
|
|
||||
|
2021
Q1 | $4.52M | Buy |
197,651
+17,801
|
|
||||
|
2020
Q4 | $3.91M | Sell |
179,850
-2,767
|
|
||||
|
2020
Q3 | $3.93M | Sell |
182,617
-25,276
|
|
||||
|
2020
Q2 | $4.75M | Buy |
207,893
+2,905
|
|
||||
|
2020
Q1 | $4.51M | Sell |
204,988
-928
|
|
||||
|
2019
Q4 | $6.08M | Buy |
+205,916
|
|