Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.48M | Buy |
62,442
+29,737
| +91% | +$704K | 0.84% | 22 |
|
|
2018
Q4 | $743K | Sell |
32,705
-15,581
| -32% | -$354K | 0.51% | 21 |
|
|
2018
Q3 | $1.23M | Buy |
48,286
+3,417
| +8% | +$86.7K | 0.59% | 24 |
|
|
2018
Q2 | $1.09M | Sell |
44,869
-4,173
| -9% | -$102K | 0.53% | 26 |
|
|
2018
Q1 | $1.32M | Sell |
49,042
-66,907
| -58% | -$1.8M | 0.7% | 25 |
|
|
2017
Q4 | $3.41M | Sell |
115,949
-24,898
| -18% | -$731K | 1.9% | 18 |
|
|
2017
Q3 | $4.17M | Buy |
140,847
+1,083
| +0.8% | +$32K | 2.42% | 14 |
|
|
2017
Q2 | $3.98M | Sell |
139,764
-920
| -0.7% | -$26.2K | 2.42% | 13 |
|
|
2017
Q1 | $4.42M | Sell |
140,684
-41,223
| -23% | -$1.29M | 3.02% | 12 |
|
|
2016
Q4 | $5.84M | Buy |
181,907
+1,862
| +1% | +$59.8K | 4.74% | 6 |
|
|
2016
Q3 | $5.32M | Buy |
180,045
+1,328
| +0.7% | +$39.2K | 4.56% | 8 |
|
|
2016
Q2 | $5.83M | Buy |
178,717
+17,181
| +11% | +$561K | 6.73% | 6 |
|
|
2016
Q1 | $4.78M | Buy |
161,536
+636
| +0.4% | +$18.8K | 5.53% | 7 |
|
|
2015
Q4 | $4.18M | Sell |
160,900
-1,788
| -1% | -$46.5K | 3.79% | 11 |
|
|
2015
Q3 | $4M | Buy |
162,688
+19,421
| +14% | +$478K | 4% | 11 |
|
|
2015
Q2 | $3.84M | Sell |
143,267
-1,305
| -0.9% | -$35K | 2.98% | 13 |
|
|
2015
Q1 | $3.57M | Buy |
144,572
+10,460
| +8% | +$258K | 2.94% | 13 |
|
|
2014
Q4 | $3.4M | Buy |
+134,112
| New | +$3.4M | 3.24% | 10 |
|