CGA
Crescent Grove Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
10,201
-2,734
| -21% | -$79.1K | 0.03% | 220 |
|
|
2025
Q1 | $366K | Buy |
12,935
+1,062
| +9% | +$30K | 0.04% | 183 |
|
|
2024
Q4 | $270K | Buy |
11,873
+1,469
| +14% | +$33.5K | 0.03% | 227 |
|
|
2024
Q3 | $229K | Buy |
+10,404
| New | +$229K | 0.02% | 255 |
|
|
2024
Q2 | – | Sell |
-17,102
| Closed | -$301K | – | 316 |
|
|
2024
Q1 | $301K | Sell |
17,102
-3,071
| -15% | -$54.1K | 0.03% | 241 |
|
|
2023
Q4 | $339K | Buy |
20,173
+500
| +3% | +$8.39K | 0.04% | 218 |
|
|
2023
Q3 | $295K | Sell |
19,673
-12,330
| -39% | -$185K | 0.04% | 223 |
|
|
2023
Q2 | $510K | Buy |
32,003
+12,425
| +63% | +$198K | 0.05% | 171 |
|
|
2023
Q1 | $377K | Sell |
19,578
-12,973
| -40% | -$250K | 0.04% | 207 |
|
|
2022
Q4 | $599K | Buy |
32,551
+13,202
| +68% | +$243K | 0.06% | 162 |
|
|
2022
Q3 | $297K | Buy |
19,349
+3,085
| +19% | +$47.4K | 0.03% | 211 |
|
|
2022
Q2 | $341K | Sell |
16,264
-45
| -0.3% | -$943 | 0.04% | 195 |
|
|
2022
Q1 | $385K | Sell |
16,309
-250
| -2% | -$5.9K | 0.04% | 196 |
|
|
2021
Q4 | $407K | Sell |
16,559
-891
| -5% | -$21.9K | 0.04% | 189 |
|
|
2021
Q3 | $471K | Buy |
17,450
+15
| +0.1% | +$405 | 0.05% | 161 |
|
|
2021
Q2 | $502K | Sell |
17,435
-3,496
| -17% | -$101K | 0.05% | 151 |
|
|
2021
Q1 | $634K | Buy |
20,931
+7,462
| +55% | +$226K | 0.07% | 117 |
|
|
2020
Q4 | $387K | Sell |
13,469
-3,205
| -19% | -$92.1K | 0.05% | 130 |
|
|
2020
Q3 | $475K | Buy |
16,674
+53
| +0.3% | +$1.51K | 0.09% | 100 |
|
|
2020
Q2 | $502K | Sell |
16,621
-7,423
| -31% | -$224K | 0.11% | 88 |
|
|
2020
Q1 | $701K | Buy |
24,044
+210
| +0.9% | +$6.12K | 0.16% | 62 |
|
|
2019
Q4 | $931K | Buy |
23,834
+9
| +0% | +$352 | 0.16% | 72 |
|
|
2019
Q3 | $902K | Buy |
23,825
+1,311
| +6% | +$49.6K | 0.17% | 64 |
|
|
2019
Q2 | $754K | Sell |
22,514
-360
| -2% | -$12.1K | 0.14% | 70 |
|
|
2019
Q1 | $717K | Buy |
22,874
+1,557
| +7% | +$48.8K | 0.15% | 75 |
|
|
2018
Q4 | $608K | Buy |
21,317
+3,514
| +20% | +$100K | 0.13% | 89 |
|
|
2018
Q3 | $598K | Sell |
17,803
-1,662
| -9% | -$55.8K | 0.13% | 77 |
|
|
2018
Q2 | $625K | Buy |
19,465
+2,613
| +16% | +$83.9K | 0.16% | 75 |
|
|
2018
Q1 | $601K | Buy |
16,852
+217
| +1% | +$7.74K | 0.15% | 71 |
|
|
2017
Q4 | $647K | Sell |
16,635
-311
| -2% | -$12.1K | 0.16% | 70 |
|
|
2017
Q3 | $664K | Buy |
16,946
+1,453
| +9% | +$56.9K | 0.17% | 69 |
|
|
2017
Q2 | $585K | Buy |
+15,493
| New | +$585K | 0.17% | 69 |
|