Cresset Asset Management’s AT&T T Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.05M Buy
209,062
+33,274
+19% +$963K 0.03% 329
2025
Q1
$4.97M Sell
175,788
-41,439
-19% -$1.17M 0.02% 345
2024
Q4
$4.95M Sell
217,227
-357,035
-62% -$8.13M 0.02% 346
2024
Q3
$12.6M Buy
574,262
+41,514
+8% +$913K 0.05% 249
2024
Q2
$10.2M Sell
532,748
-338
-0.1% -$6.46K 0.04% 274
2024
Q1
$9.38M Buy
533,086
+75,074
+16% +$1.32M 0.05% 259
2023
Q4
$7.69M Buy
458,012
+65,448
+17% +$1.1M 0.05% 253
2023
Q3
$5.9M Buy
392,564
+47,540
+14% +$714K 0.02% 275
2023
Q2
$5.5M Buy
345,024
+193,201
+127% +$3.08M 0.01% 292
2023
Q1
$2.92M Buy
151,823
+7,201
+5% +$139K 0.06% 183
2022
Q4
$2.34M Buy
144,622
+17,664
+14% +$286K 0.03% 185
2022
Q3
$1.95M Sell
126,958
-3,105
-2% -$47.6K 0.02% 217
2022
Q2
$2.72M Sell
130,063
-59,427
-31% -$1.24M 0.03% 185
2022
Q1
$3.38M Sell
189,490
-32,202
-15% -$575K 0.04% 174
2021
Q4
$4.12M Buy
221,692
+32,556
+17% +$605K 0.04% 170
2021
Q3
$3.86M Sell
189,136
-32,830
-15% -$670K 0.05% 138
2021
Q2
$4.82M Sell
221,966
-5,672
-2% -$123K 0.07% 109
2021
Q1
$5.21M Buy
227,638
+50,476
+28% +$1.15M 0.08% 92
2020
Q4
$3.85M Buy
177,162
+3,047
+2% +$66.2K 0.06% 105
2020
Q3
$3.75M Buy
174,115
+31,000
+22% +$667K 0.07% 105
2020
Q2
$3.27M Sell
143,115
-2,309
-2% -$52.7K 0.07% 109
2020
Q1
$3.2M Buy
145,424
+30,159
+26% +$664K 0.1% 82
2019
Q4
$3.4M Buy
115,265
+26,305
+30% +$776K 0.09% 99
2019
Q3
$2.54M Buy
88,960
+25,314
+40% +$723K 0.08% 118
2019
Q2
$1.61M Buy
63,646
+14,148
+29% +$358K 0.05% 136
2019
Q1
$1.17M Buy
49,498
+24,692
+100% +$585K 0.05% 100
2018
Q4
$535K Buy
+24,806
New +$535K 0.03% 119