Costello 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
$659K Sell
22,759
-10
-0% -$289 0.25% 53
2025
Q1
$644K Buy
22,769
+8,527
+60% +$241K 0.26% 50
2024
Q4
$324K Buy
14,242
+338
+2% +$7.7K 0.21% 54
2024
Q3
$306K Sell
13,904
-2,123
-13% -$46.7K 0.2% 57
2024
Q2
$306K Buy
16,027
+3,082
+24% +$58.9K 0.23% 48
2024
Q1
$228K Buy
12,945
+8,445
+188% +$149K 0.16% 55
2023
Q4
$75.5K Hold
4,500
0.06% 78
2023
Q3
$67.6K Hold
4,500
0.06% 76
2023
Q2
$71.8K Hold
4,500
0.06% 77
2023
Q1
$86.6K Hold
4,500
0.09% 71
2022
Q4
$82.8K Hold
4,500
0.07% 72
2022
Q3
$69K Sell
4,500
-2,000
-31% -$30.7K 0.07% 81
2022
Q2
$136K Sell
6,500
-2,106
-24% -$44.1K 0.12% 61
2022
Q1
$154K Sell
8,606
-5,586
-39% -$100K 0.11% 67
2021
Q4
$264K Sell
14,192
-20,804
-59% -$387K 0.16% 62
2021
Q3
$714K Sell
34,996
-5,197
-13% -$106K 0.46% 42
2021
Q2
$874K Buy
40,193
+4,174
+12% +$90.8K 0.57% 37
2021
Q1
$824K Sell
36,019
-5,100
-12% -$117K 0.57% 38
2020
Q4
$893K Sell
41,119
-62,320
-60% -$1.35M 0.68% 30
2020
Q3
$2.23M Sell
103,439
-2,862
-3% -$61.6K 1.96% 20
2020
Q2
$2.43M Buy
+106,301
New +$2.43M 2.39% 17
2019
Q3
$3.09M Buy
108,226
+71
+0.1% +$2.03K 3.69% 10
2019
Q2
$2.74M Sell
108,155
-3,395
-3% -$85.9K 3.12% 13
2019
Q1
$2.64M Sell
111,550
-9,233
-8% -$219K 3.16% 12
2018
Q4
$2.6M Buy
+120,783
New +$2.6M 3.37% 10