CIA
Choate Investment Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
36,356
+8,309
| +30% | +$240K | 0.02% | 194 |
|
|
2025
Q1 | $793K | Buy |
28,047
+2,235
| +9% | +$63.2K | 0.02% | 208 |
|
|
2024
Q4 | $588K | Sell |
25,812
-375
| -1% | -$8.54K | 0.01% | 248 |
|
|
2024
Q3 | $576K | Sell |
26,187
-7,307
| -22% | -$161K | 0.01% | 249 |
|
|
2024
Q2 | $640K | Sell |
33,494
-1,182
| -3% | -$22.6K | 0.02% | 232 |
|
|
2024
Q1 | $610K | Sell |
34,676
-1,663
| -5% | -$29.3K | 0.02% | 248 |
|
|
2023
Q4 | $610K | Buy |
36,339
+1,388
| +4% | +$23.3K | 0.02% | 228 |
|
|
2023
Q3 | $525K | Buy |
34,951
+6,325
| +22% | +$95K | 0.02% | 233 |
|
|
2023
Q2 | $457K | Buy |
28,626
+6,026
| +27% | +$96.1K | 0.02% | 211 |
|
|
2023
Q1 | $435K | Hold |
22,600
| – | – | 0.02% | 198 |
|
|
2022
Q4 | $416K | Buy |
22,600
+86
| +0.4% | +$1.58K | 0.03% | 200 |
|
|
2022
Q3 | $345K | Sell |
22,514
-10
| -0% | -$153 | 0.02% | 193 |
|
|
2022
Q2 | $472K | Sell |
22,524
-3,432
| -13% | -$71.9K | 0.03% | 174 |
|
|
2022
Q1 | $614K | Sell |
25,956
-192
| -0.7% | -$4.54K | 0.03% | 178 |
|
|
2021
Q4 | $643K | Sell |
26,148
-1,835
| -7% | -$45.1K | 0.04% | 159 |
|
|
2021
Q3 | $756K | Buy |
27,983
+1,325
| +5% | +$35.8K | 0.05% | 147 |
|
|
2021
Q2 | $767K | Buy |
26,658
+420
| +2% | +$12.1K | 0.05% | 146 |
|
|
2021
Q1 | $794K | Sell |
26,238
-810
| -3% | -$24.5K | 0.05% | 143 |
|
|
2020
Q4 | $778K | Sell |
27,048
-588
| -2% | -$16.9K | 0.05% | 133 |
|
|
2020
Q3 | $788K | Sell |
27,636
-3,444
| -11% | -$98.2K | 0.05% | 120 |
|
|
2020
Q2 | $940K | Sell |
31,080
-3,309
| -10% | -$100K | 0.07% | 103 |
|
|
2020
Q1 | $1M | Sell |
34,389
-217
| -0.6% | -$6.32K | 0.08% | 98 |
|
|
2019
Q4 | $1.35M | Sell |
34,606
-168,911
| -83% | -$6.6M | 0.08% | 92 |
|
|
2019
Q3 | $7.7M | Sell |
203,517
-110,570
| -35% | -$4.18M | 0.48% | 28 |
|
|
2019
Q2 | $10.5M | Sell |
314,087
-875
| -0.3% | -$29.3K | 0.63% | 24 |
|
|
2019
Q1 | $9.88M | Buy |
314,962
+5,283
| +2% | +$166K | 0.58% | 25 |
|
|
2018
Q4 | $8.84M | Sell |
309,679
-4,268
| -1% | -$122K | 0.57% | 25 |
|
|
2018
Q3 | $10.5M | Buy |
313,947
+277,078
| +752% | +$9.3M | 0.58% | 23 |
|
|
2018
Q2 | $1.18M | Buy |
36,869
+3,113
| +9% | +$100K | 0.07% | 101 |
|
|
2018
Q1 | $1.2M | Sell |
33,756
-3,654
| -10% | -$130K | 0.06% | 106 |
|
|
2017
Q4 | $1.45M | Sell |
37,410
-803
| -2% | -$31.2K | 0.07% | 103 |
|
|
2017
Q3 | $1.5M | Sell |
38,213
-3,147
| -8% | -$123K | 0.08% | 97 |
|
|
2017
Q2 | $1.56M | Sell |
41,360
-668
| -2% | -$25.2K | 0.09% | 91 |
|
|
2017
Q1 | $1.75M | Sell |
42,028
-2,403
| -5% | -$99.8K | 0.1% | 87 |
|
|
2016
Q4 | $1.89M | Sell |
44,431
-2,278
| -5% | -$96.9K | 0.12% | 79 |
|
|
2016
Q3 | $1.9M | Buy |
46,709
+8,728
| +23% | +$354K | 0.12% | 79 |
|
|
2016
Q2 | $1.64M | Sell |
37,981
-1,730
| -4% | -$74.8K | 0.11% | 83 |
|
|
2016
Q1 | $1.56M | Sell |
39,711
-11,552
| -23% | -$452K | 0.11% | 85 |
|
|
2015
Q4 | $1.72M | Buy |
51,263
+7,808
| +18% | +$262K | 0.13% | 91 |
|
|
2015
Q3 | $1.42M | Buy |
43,455
+1,254
| +3% | +$40.9K | 0.1% | 86 |
|
|
2015
Q2 | $1.5M | Sell |
42,201
-3,667
| -8% | -$130K | 0.09% | 88 |
|
|
2015
Q1 | $1.5M | Sell |
45,868
-5,687
| -11% | -$186K | 0.08% | 94 |
|
|
2014
Q4 | $1.73M | Buy |
51,555
+1,973
| +4% | +$66.3K | 0.1% | 90 |
|
|
2014
Q3 | $1.75M | Sell |
49,582
-1,164
| -2% | -$41K | 0.11% | 86 |
|
|
2014
Q2 | $1.82M | Sell |
50,746
-12,797
| -20% | -$458K | 0.11% | 87 |
|
|
2014
Q1 | $2.23M | Buy |
63,543
+1,519
| +2% | +$53.3K | 0.14% | 79 |
|
|
2013
Q4 | $2.18M | Buy |
62,024
+3,778
| +6% | +$133K | 0.14% | 86 |
|
|
2013
Q3 | $1.97M | Buy |
58,246
+3,994
| +7% | +$135K | 0.15% | 88 |
|
|
2013
Q2 | $1.92M | Buy |
+54,252
| New | +$1.92M | 0.15% | 86 |
|