CIA
Cascade Investment Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-61,265
| Closed | -$1.17M | – | 118 |
|
|
2024
Q2 | $1.17M | Sell |
61,265
-8,700
| -12% | -$166K | 0.79% | 61 |
|
|
2024
Q1 | $1.23M | Buy |
69,965
+50
| +0.1% | +$880 | 0.8% | 62 |
|
|
2023
Q4 | $1.17M | Sell |
69,915
-8,232
| -11% | -$138K | 0.84% | 60 |
|
|
2023
Q3 | $1.17M | Buy |
78,147
+550
| +0.7% | +$8.26K | 0.93% | 50 |
|
|
2023
Q2 | $1.24M | Buy |
77,597
+5,032
| +7% | +$80.3K | 0.92% | 50 |
|
|
2023
Q1 | $1.4M | Sell |
72,565
-1,100
| -1% | -$21.2K | 1.11% | 37 |
|
|
2022
Q4 | $1.36M | Buy |
73,665
+400
| +0.5% | +$7.36K | 1.13% | 35 |
|
|
2022
Q3 | $1.34M | Buy |
73,265
+11,385
| +18% | +$208K | 1.15% | 33 |
|
|
2022
Q2 | $1.3M | Buy |
+61,880
| New | +$1.3M | 1.02% | 37 |
|
|
2019
Q1 | – | Sell |
-727
| Closed | -$20.7K | – | 232 |
|
|
2018
Q4 | $20.7K | Sell |
727
-2,500
| -77% | -$71.3K | 0.02% | 166 |
|
|
2018
Q3 | $108K | Hold |
3,227
| – | – | 0.09% | 110 |
|
|
2018
Q2 | $104K | Sell |
3,227
-593
| -16% | -$19K | 0.09% | 110 |
|
|
2018
Q1 | $136K | Sell |
3,820
-555
| -13% | -$19.8K | 0.11% | 105 |
|
|
2017
Q4 | $170K | Buy |
4,375
+555
| +15% | +$21.6K | 0.13% | 100 |
|
|
2017
Q3 | $150K | Hold |
3,820
| – | – | 0.12% | 99 |
|
|
2017
Q2 | $144K | Hold |
3,820
| – | – | 0.12% | 100 |
|
|
2017
Q1 | $159K | Hold |
3,820
| – | – | 0.14% | 90 |
|
|
2016
Q4 | $162K | Buy |
+3,820
| New | +$162K | 0.14% | 87 |
|
|
2016
Q2 | $30.2K | Buy |
+700
| New | +$30.2K | 0.03% | 117 |
|