Crewe Advisors’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 | $182K | Buy |
6,287
+557
| +10% | +$16.1K | 0.03% | 158 |
|
|
2025
Q1 | $162K | Buy |
5,730
+12
| +0.2% | +$339 | 0.02% | 158 |
|
|
2024
Q4 | $130K | Sell |
5,718
-1,856
| -25% | -$42.3K | 0.02% | 176 |
|
|
2024
Q3 | $167K | Sell |
7,574
-1,297
| -15% | -$28.5K | 0.02% | 169 |
|
|
2024
Q2 | $170K | Sell |
8,871
-383
| -4% | -$7.32K | 0.02% | 190 |
|
|
2024
Q1 | $163K | Buy |
+9,254
| New | +$163K | 0.02% | 197 |
|
|
2023
Q3 | – | Sell |
-10,420
| Closed | -$166K | – | 876 |
|
|
2023
Q2 | $166K | Sell |
10,420
-52
| -0.5% | -$829 | 0.02% | 156 |
|
|
2023
Q1 | $202K | Sell |
10,472
-161
| -2% | -$3.1K | 0.03% | 155 |
|
|
2022
Q4 | $196K | Sell |
10,633
-1,434
| -12% | -$26.4K | 0.03% | 157 |
|
|
2022
Q3 | $185K | Buy |
12,067
+169
| +1% | +$2.59K | 0.03% | 154 |
|
|
2022
Q2 | $249K | Buy |
11,898
+1,404
| +13% | +$29.4K | 0.06% | 106 |
|
|
2022
Q1 | $187K | Buy |
10,494
+1,520
| +17% | +$27.1K | 0.04% | 119 |
|
|
2021
Q4 | $167K | Buy |
8,974
+278
| +3% | +$5.17K | 0.03% | 98 |
|
|
2021
Q3 | $177K | Buy |
8,696
+1,045
| +14% | +$21.3K | 0.04% | 75 |
|
|
2021
Q2 | $166K | Hold |
7,651
| – | – | 0.04% | 81 |
|
|
2021
Q1 | $175K | Buy |
7,651
+132
| +2% | +$3.02K | 0.04% | 69 |
|
|
2020
Q4 | $163K | Sell |
7,519
-2,677
| -26% | -$58K | 0.07% | 70 |
|
|
2020
Q3 | $220K | Buy |
10,196
+3,074
| +43% | +$66.3K | 0.1% | 45 |
|
|
2020
Q2 | $163K | Hold |
7,122
| – | – | 0.08% | 58 |
|
|
2020
Q1 | $157K | Hold |
7,122
| – | – | 0.09% | 49 |
|
|
2019
Q4 | $210K | Hold |
7,122
| – | – | 0.09% | 52 |
|
|
2019
Q3 | $204K | Sell |
7,122
-5,774
| -45% | -$165K | 0.09% | 55 |
|
|
2019
Q2 | $326K | Buy |
12,896
+556
| +5% | +$14.1K | 0.11% | 59 |
|
|
2019
Q1 | $292K | Buy |
12,340
+4,358
| +55% | +$103K | 0.09% | 45 |
|
|
2018
Q4 | $172K | Sell |
7,982
-260
| -3% | -$5.6K | 0.05% | 61 |
|
|
2018
Q3 | $209K | Buy |
8,242
+861
| +12% | +$21.8K | 0.18% | 53 |
|
|
2018
Q2 | $179K | Hold |
7,381
| – | – | 0.17% | 57 |
|
|
2018
Q1 | $199K | Sell |
7,381
-213
| -3% | -$5.74K | 0.2% | 51 |
|
|
2017
Q4 | $223K | Buy |
+7,594
| New | +$223K | 0.22% | 45 |
|