CAM
Congress Asset Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,625
| Closed | -$233K | – | 373 |
|
|
2021
Q3 | $233K | Buy |
8,625
+17
| +0.2% | +$459 | ﹤0.01% | 348 |
|
|
2021
Q2 | $248K | Buy |
8,608
+979
| +13% | +$28.2K | ﹤0.01% | 349 |
|
|
2021
Q1 | $231K | Sell |
7,629
-1,353
| -15% | -$41K | ﹤0.01% | 349 |
|
|
2020
Q4 | $258K | Buy |
8,982
+64
| +0.7% | +$1.84K | ﹤0.01% | 338 |
|
|
2020
Q3 | $254K | Buy |
8,918
+1,871
| +27% | +$53.3K | ﹤0.01% | 323 |
|
|
2020
Q2 | $213K | Sell |
7,047
-235
| -3% | -$7.1K | ﹤0.01% | 320 |
|
|
2020
Q1 | $212K | Sell |
7,282
-3,706
| -34% | -$108K | ﹤0.01% | 323 |
|
|
2019
Q4 | $429K | Sell |
10,988
-597
| -5% | -$23.3K | 0.01% | 312 |
|
|
2019
Q3 | $438K | Buy |
11,585
+150
| +1% | +$5.67K | 0.01% | 314 |
|
|
2019
Q2 | $383K | Sell |
11,435
-1,348
| -11% | -$45.1K | ﹤0.01% | 325 |
|
|
2019
Q1 | $401K | Sell |
12,783
-77,248
| -86% | -$2.42M | 0.01% | 326 |
|
|
2018
Q4 | $2.57M | Sell |
90,031
-455
| -0.5% | -$13K | 0.04% | 249 |
|
|
2018
Q3 | $3.04M | Sell |
90,486
-934
| -1% | -$31.4K | 0.04% | 245 |
|
|
2018
Q2 | $2.94M | Buy |
91,420
+79,290
| +654% | +$2.55M | 0.04% | 236 |
|
|
2018
Q1 | $432K | Sell |
12,130
-1,675
| -12% | -$59.7K | 0.01% | 350 |
|
|
2017
Q4 | $537K | Sell |
13,805
-113,266
| -89% | -$4.41M | 0.01% | 341 |
|
|
2017
Q3 | $4.98M | Buy |
127,071
+114,276
| +893% | +$4.48M | 0.08% | 166 |
|
|
2017
Q2 | $483K | Buy |
12,795
+1,224
| +11% | +$46.2K | 0.01% | 227 |
|
|
2017
Q1 | $481K | Sell |
11,571
-296
| -2% | -$12.3K | 0.01% | 222 |
|
|
2016
Q4 | $505K | Buy |
11,867
+1,538
| +15% | +$65.5K | 0.01% | 212 |
|
|
2016
Q3 | $419K | Buy |
10,329
+300
| +3% | +$12.2K | 0.01% | 199 |
|
|
2016
Q2 | $433K | Sell |
10,029
-5,525
| -36% | -$239K | 0.01% | 200 |
|
|
2016
Q1 | $609K | Buy |
15,554
+3,063
| +25% | +$120K | 0.01% | 187 |
|
|
2015
Q4 | $430K | Buy |
12,491
+1,721
| +16% | +$59.2K | 0.01% | 204 |
|
|
2015
Q3 | $351K | Buy |
10,770
+3,416
| +46% | +$111K | 0.01% | 195 |
|
|
2015
Q2 | $261K | Buy |
7,354
+109
| +2% | +$3.87K | 0.01% | 213 |
|
|
2015
Q1 | $237K | Sell |
7,245
-1,709
| -19% | -$55.9K | 0.01% | 214 |
|
|
2014
Q4 | $301K | Buy |
8,954
+588
| +7% | +$19.8K | 0.01% | 213 |
|
|
2014
Q3 | $295K | Sell |
8,366
-773
| -8% | -$27.3K | 0.01% | 212 |
|
|
2014
Q2 | $323K | Buy |
9,139
+610
| +7% | +$21.6K | 0.01% | 214 |
|
|
2014
Q1 | $299K | Hold |
8,529
| – | – | 0.01% | 218 |
|
|
2013
Q4 | $300K | Hold |
8,529
| – | – | 0.01% | 208 |
|
|
2013
Q3 | $288K | Sell |
8,529
-720
| -8% | -$24.3K | 0.01% | 208 |
|
|
2013
Q2 | $327K | Buy |
+9,249
| New | +$327K | 0.01% | 201 |
|