Claret Asset Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
7,998
+700
+10% +$20.2K 0.03% 394
2025
Q1
$206K Buy
+7,298
New +$206K 0.03% 268
2022
Q2
Sell
-27,137
Closed -$484K 166
2022
Q1
$484K Buy
27,137
+1,424
+6% +$25.4K 0.09% 94
2021
Q4
$478K Sell
25,713
-113
-0.4% -$2.1K 0.09% 104
2021
Q3
$527K Sell
25,826
-4,455
-15% -$90.9K 0.09% 106
2021
Q2
$658K Sell
30,281
-12,102
-29% -$263K 0.11% 88
2021
Q1
$969K Buy
+42,383
New +$969K 0.18% 72