Charter Oak Capital Management’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 | $434K | Buy |
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|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $338K | Sell |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $377K | Sell |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $417K | Sell |
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|
2022
Q1 | $423K | Sell |
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|
2021
Q4 | $464K | Sell |
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|
2021
Q3 | $612K | Sell |
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|
2021
Q2 | $856K | Sell |
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|
2021
Q1 | $946K | Sell |
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|
2020
Q4 | $1.01M | Buy |
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