Columbia 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
$3.36M Sell
116,216
-4,926
-4% -$143K 0.66% 43
2025
Q1
$3.43M Sell
121,142
-8,974
-7% -$254K 0.67% 40
2024
Q4
$2.96M Sell
130,116
-1,970
-1% -$44.9K 0.54% 47
2024
Q3
$2.91M Buy
132,086
+1,656
+1% +$36.4K 0.51% 50
2024
Q2
$2.49M Buy
130,430
+7,580
+6% +$145K 0.46% 54
2024
Q1
$2.06M Hold
122,850
0.42% 57
2023
Q4
$2.06M Sell
122,850
-2,108
-2% -$35.4K 0.42% 57
2023
Q3
$1.88M Sell
124,958
-20,233
-14% -$304K 0.41% 58
2023
Q2
$2.32M Sell
145,191
-5,021
-3% -$80.1K 0.49% 54
2023
Q1
$2.89M Buy
150,212
+7,428
+5% +$143K 0.65% 44
2022
Q4
$2.63M Buy
142,784
+5,767
+4% +$106K 0.64% 44
2022
Q3
$2.1M Buy
137,017
+25,284
+23% +$388K 0.55% 48
2022
Q2
$2.34M Buy
+111,733
New +$2.34M 0.59% 46
2021
Q4
$2.67M Sell
143,624
-78,752
-35% -$1.46M 0.54% 47
2021
Q3
$4.54M Sell
222,376
-10,577
-5% -$216K 0.99% 32
2021
Q2
$5.06M Sell
232,953
-17,413
-7% -$379K 1.12% 29
2021
Q1
$5.72M Buy
250,366
+17,316
+7% +$396K 1.04% 31
2020
Q4
$5.06M Buy
233,050
+13,479
+6% +$293K 1.02% 34
2020
Q3
$4.73M Buy
219,571
+14,645
+7% +$315K 1.08% 33
2020
Q2
$4.68M Buy
204,926
+11,206
+6% +$256K 1.12% 29
2020
Q1
$4.27M Buy
193,720
+22,413
+13% +$493K 1.05% 30
2019
Q4
$50.6K Buy
171,307
+3,757
+2% +$1.11K 1.22% 25
2019
Q3
$4.79M Buy
167,550
+4,211
+3% +$120K 1.25% 25
2019
Q2
$4.13M Sell
163,339
-682
-0.4% -$17.3K 1.09% 31
2019
Q1
$3.89M Buy
164,021
+16,345
+11% +$387K 1.04% 30
2018
Q4
$3.18M Sell
147,676
-16,737
-10% -$361K 0.97% 33
2018
Q3
$4.17M Buy
164,413
+5,863
+4% +$149K 1.09% 30
2018
Q2
$3.85M Buy
158,550
+73,337
+86% +$1.78M 1.12% 28
2018
Q1
$2.29M Sell
85,213
-79
-0.1% -$2.13K 0.67% 45
2017
Q4
$2.51M Buy
85,292
+81
+0.1% +$2.38K 0.72% 43
2017
Q3
$2.52M Buy
85,211
+1,105
+1% +$32.7K 0.77% 43
2017
Q2
$2.4M Sell
84,106
-3,883
-4% -$111K 0.77% 40
2017
Q1
$2.76M Sell
87,989
-3,918
-4% -$123K 0.92% 38
2016
Q4
$2.95M Sell
91,907
-126
-0.1% -$4.05K 1% 37
2016
Q3
$2.82M Sell
92,033
-11,132
-11% -$341K 0.99% 34
2016
Q2
$3.37M Buy
103,165
+375
+0.4% +$12.2K 1.2% 26
2016
Q1
$3.04M Buy
102,790
+3,095
+3% +$91.6K 1.12% 26
2015
Q4
$259K Buy
99,695
+2,335
+2% +$6.07K 0.1% 148
2015
Q3
$2.4M Buy
97,360
+14,303
+17% +$352K 0.97% 31
2015
Q2
$2.23M Sell
83,057
-1,931
-2% -$51.8K 0.85% 36
2015
Q1
$2.1M Buy
84,988
+3,493
+4% +$86.1K 0.79% 38
2014
Q4
$2.07M Buy
81,495
+738
+0.9% +$18.7K 0.8% 38
2014
Q3
$2.15M Sell
80,757
-150
-0.2% -$3.99K 0.87% 35
2014
Q2
$2.16M Sell
80,907
-2,010
-2% -$53.7K 0.88% 35
2014
Q1
$2.2M Buy
82,917
+5,446
+7% +$144K 0.96% 33
2013
Q4
$2.06M Buy
+77,471
New +$2.06M 0.91% 35