Coastwise Capital Group’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
$1.65M Sell
56,872
-15,260
-21% -$442K 1.31% 18
2025
Q1
$2.04M Sell
72,132
-5,358
-7% -$152K 1.72% 12
2024
Q4
$1.76M Sell
77,490
-5,701
-7% -$130K 1.41% 18
2024
Q3
$1.83M Sell
83,191
-2,873
-3% -$63.2K 1.51% 16
2024
Q2
$1.64M Sell
86,064
-3,901
-4% -$74.5K 1.57% 13
2024
Q1
$1.58M Buy
89,965
+1,168
+1% +$20.6K 1.47% 13
2023
Q4
$1.49M Sell
88,797
-7,901
-8% -$133K 1.52% 13
2023
Q3
$1.45M Buy
96,698
+2,593
+3% +$38.9K 1.66% 11
2023
Q2
$1.5M Buy
94,105
+9,134
+11% +$146K 1.7% 12
2023
Q1
$1.64M Buy
84,971
+5,465
+7% +$105K 1.87% 12
2022
Q4
$1.46M Sell
79,506
-1,497
-2% -$27.6K 1.74% 10
2022
Q3
$1.24M Sell
81,003
-872
-1% -$13.4K 1.96% 10
2022
Q2
$1.72M Sell
81,875
-20,322
-20% -$426K 2.09% 10
2022
Q1
$1.82M Buy
+102,197
New +$1.82M 2.27% 8