Creative Planning’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57M | Buy |
1,969,808
+15,465
| +0.8% | +$448K | 0.05% | 151 |
|
|
2025
Q1 | $55.3M | Buy |
1,954,343
+134,957
| +7% | +$3.82M | 0.05% | 143 |
|
|
2024
Q4 | $41.4M | Buy |
1,819,386
+254,609
| +16% | +$5.8M | 0.04% | 172 |
|
|
2024
Q3 | $34.4M | Buy |
1,564,777
+43,818
| +3% | +$964K | 0.03% | 194 |
|
|
2024
Q2 | $29.1M | Buy |
1,520,959
+34,614
| +2% | +$661K | 0.03% | 205 |
|
|
2024
Q1 | $26.2M | Buy |
1,486,345
+109,535
| +8% | +$1.93M | 0.03% | 216 |
|
|
2023
Q4 | $23.1M | Sell |
1,376,810
-4,507
| -0.3% | -$75.6K | 0.04% | 220 |
|
|
2023
Q3 | $20.7M | Buy |
1,381,317
+130,256
| +10% | +$1.96M | 0.03% | 233 |
|
|
2023
Q2 | $20M | Sell |
1,251,061
-69,857
| -5% | -$1.11M | 0.03% | 224 |
|
|
2023
Q1 | $25.4M | Sell |
1,320,918
-5,435
| -0.4% | -$105K | 0.04% | 186 |
|
|
2022
Q4 | $24.4M | Sell |
1,326,353
-8,269
| -0.6% | -$152K | 0.04% | 185 |
|
|
2022
Q3 | $20.5M | Sell |
1,334,622
-2,979
| -0.2% | -$45.7K | 0.04% | 185 |
|
|
2022
Q2 | $28M | Buy |
1,337,601
+263,424
| +25% | +$5.52M | 0.05% | 156 |
|
|
2022
Q1 | $25.4M | Buy |
1,074,177
+65,874
| +7% | +$1.56M | 0.04% | 173 |
|
|
2021
Q4 | $24.8M | Sell |
1,008,303
-303,703
| -23% | -$7.47M | 0.04% | 161 |
|
|
2021
Q3 | $35.4M | Buy |
1,312,006
+159,266
| +14% | +$4.3M | 0.06% | 114 |
|
|
2021
Q2 | $33.2M | Sell |
1,152,740
-173,940
| -13% | -$5.01M | 0.06% | 116 |
|
|
2021
Q1 | $40.2M | Sell |
1,326,680
-41,665
| -3% | -$1.26M | 0.08% | 95 |
|
|
2020
Q4 | $39.4M | Buy |
1,368,345
+45,782
| +3% | +$1.32M | 0.09% | 94 |
|
|
2020
Q3 | $37.7M | Buy |
1,322,563
+118,573
| +10% | +$3.38M | 0.1% | 84 |
|
|
2020
Q2 | $36.4M | Buy |
1,203,990
+7,340
| +0.6% | +$222K | 0.11% | 80 |
|
|
2020
Q1 | $34.9M | Sell |
1,196,650
-2,227
| -0.2% | -$64.9K | 0.12% | 70 |
|
|
2019
Q4 | $46.9M | Buy |
1,198,877
+13,428
| +1% | +$525K | 0.14% | 67 |
|
|
2019
Q3 | $44.9M | Buy |
1,185,449
+24,252
| +2% | +$918K | 0.15% | 64 |
|
|
2019
Q2 | $38.9M | Sell |
1,161,197
-3,065
| -0.3% | -$103K | 0.13% | 72 |
|
|
2019
Q1 | $36.5M | Sell |
1,164,262
-18,700
| -2% | -$586K | 0.13% | 69 |
|
|
2018
Q4 | $33.8M | Sell |
1,182,962
-9,960
| -0.8% | -$284K | 0.14% | 65 |
|
|
2018
Q3 | $40.1M | Buy |
1,192,922
+39,639
| +3% | +$1.33M | 0.15% | 62 |
|
|
2018
Q2 | $37M | Buy |
1,153,283
+88,095
| +8% | +$2.83M | 0.15% | 61 |
|
|
2018
Q1 | $38M | Sell |
1,065,188
-18,885
| -2% | -$673K | 0.15% | 58 |
|
|
2017
Q4 | $42.1M | Buy |
1,084,073
+84,127
| +8% | +$3.27M | 0.18% | 55 |
|
|
2017
Q3 | $39.2M | Sell |
999,946
-15,801
| -2% | -$619K | 0.18% | 55 |
|
|
2017
Q2 | $38.3M | Sell |
1,015,747
-37,733
| -4% | -$1.42M | 0.19% | 54 |
|
|
2017
Q1 | $43.8M | Buy |
1,053,480
+31,883
| +3% | +$1.32M | 0.24% | 46 |
|
|
2016
Q4 | $43.4M | Buy |
1,021,597
+44,561
| +5% | +$1.9M | 0.26% | 42 |
|
|
2016
Q3 | $39.7M | Buy |
977,036
+41,728
| +4% | +$1.69M | 0.25% | 44 |
|
|
2016
Q2 | $40.4M | Buy |
935,308
+779
| +0.1% | +$33.7K | 0.29% | 39 |
|
|
2016
Q1 | $36.6M | Sell |
934,529
-42,638
| -4% | -$1.67M | 0.29% | 40 |
|
|
2015
Q4 | $33.6M | Buy |
977,167
+51,825
| +6% | +$1.78M | 0.28% | 45 |
|
|
2015
Q3 | $30.1M | Buy |
925,342
+20,634
| +2% | +$672K | 0.27% | 45 |
|
|
2015
Q2 | $32.1M | Buy |
904,708
+175,578
| +24% | +$6.24M | 0.29% | 39 |
|
|
2015
Q1 | $23.8M | Sell |
729,130
-23,049
| -3% | -$753K | 0.22% | 46 |
|
|
2014
Q4 | $25.3M | Buy |
752,179
+33,533
| +5% | +$1.13M | 0.26% | 44 |
|
|
2014
Q3 | $25.3M | Buy |
718,646
+89,379
| +14% | +$3.15M | 0.29% | 42 |
|
|
2014
Q2 | $22.3M | Buy |
629,267
+69,833
| +12% | +$2.47M | 0.29% | 38 |
|
|
2014
Q1 | $19.6M | Buy |
559,434
+2,098
| +0.4% | +$73.6K | 0.3% | 37 |
|
|
2013
Q4 | $19.6M | Buy |
557,336
+74,474
| +15% | +$2.62M | 0.33% | 35 |
|
|
2013
Q3 | $16.3M | Buy |
482,862
+62,408
| +15% | +$2.11M | 0.32% | 37 |
|
|
2013
Q2 | $14.9M | Buy |
+420,454
| New | +$14.9M | 0.35% | 35 |
|