Curi Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,546
| Closed | -$227K | – | 135 |
|
|
2023
Q4 | $227K | Buy |
13,546
+2,376
| +21% | +$39.9K | 0.03% | 144 |
|
|
2023
Q3 | $168K | Sell |
11,170
-4,803
| -30% | -$72.1K | 0.03% | 146 |
|
|
2023
Q2 | $255K | Buy |
15,973
+94
| +0.6% | +$1.5K | 0.03% | 140 |
|
|
2023
Q1 | $306K | Sell |
15,879
-2,328
| -13% | -$44.8K | 0.04% | 121 |
|
|
2022
Q4 | $335K | Buy |
18,207
+5,295
| +41% | +$97.5K | 0.05% | 134 |
|
|
2022
Q3 | $198K | Buy |
12,912
+12,147
| +1,588% | +$186K | 0.03% | 177 |
|
|
2022
Q2 | $16K | Buy |
765
+25
| +3% | +$523 | ﹤0.01% | 332 |
|
|
2022
Q1 | $13K | Hold |
740
| – | – | ﹤0.01% | 332 |
|
|
2021
Q4 | $13K | Buy |
+740
| New | +$13K | ﹤0.01% | 291 |
|
|
2021
Q1 | – | Sell |
-1,164
| Closed | -$25K | – | 440 |
|
|
2020
Q4 | $25K | Buy |
+1,164
| New | +$25K | 0.02% | 196 |
|