Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $42.1K | Buy |
1,847
+248
| +16% | +$5.65K | 0.02% | 219 |
|
|
2024
Q3 | $35.2K | Hold |
1,599
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $30.6K | Hold |
1,599
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $28.1K | Sell |
1,599
-1,305
| -45% | -$23K | 0.01% | 255 |
|
|
2023
Q4 | $48.7K | Hold |
2,904
| – | – | 0.02% | 205 |
|
|
2023
Q3 | $43.6K | Hold |
2,904
| – | – | 0.02% | 207 |
|
|
2023
Q2 | $46.3K | Sell |
2,904
-200
| -6% | -$3.19K | 0.03% | 203 |
|
|
2023
Q1 | $59.8K | Hold |
3,104
| – | – | 0.03% | 182 |
|
|
2022
Q4 | $57.1K | Sell |
3,104
-7,116
| -70% | -$131K | 0.04% | 182 |
|
|
2022
Q3 | $157K | Buy |
+10,220
| New | +$157K | 0.09% | 102 |
|
|
2022
Q1 | – | Sell |
-5,052
| Closed | -$94K | – | 539 |
|
|
2021
Q4 | $94K | Buy |
+5,052
| New | +$94K | 0.06% | 136 |
|