Disciplined Investments’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 |
-11,035
| Closed | -$185K | – | 123 |
|
|
2023
Q4 | $185K | Buy |
+11,035
| New | +$185K | 0.11% | 106 |
|
|
2023
Q3 | – | Sell |
-4,624
| Closed | -$73.8K | – | 1373 |
|
|
2023
Q2 | $73.8K | Buy |
4,624
+43
| +0.9% | +$686 | 0.04% | 177 |
|
|
2023
Q1 | $88.2K | Buy |
4,581
+1,509
| +49% | +$29K | 0.04% | 179 |
|
|
2022
Q4 | $56.6K | Sell |
3,072
-1,417
| -32% | -$26.1K | 0.03% | 189 |
|
|
2022
Q3 | $69K | Sell |
4,489
-1,627
| -27% | -$25K | 0.03% | 189 |
|
|
2022
Q2 | $128K | Sell |
6,116
-1,147
| -16% | -$24K | 0.06% | 145 |
|
|
2022
Q1 | $130K | Sell |
7,263
-208
| -3% | -$3.72K | 0.05% | 148 |
|
|
2021
Q4 | $139K | Buy |
7,471
+1,154
| +18% | +$21.5K | 0.06% | 130 |
|
|
2021
Q3 | $129K | Buy |
6,317
+2,319
| +58% | +$47.4K | 0.06% | 125 |
|
|
2021
Q2 | $87K | Buy |
3,998
+900
| +29% | +$19.6K | 0.04% | 153 |
|
|
2021
Q1 | $71K | Buy |
3,098
+2,306
| +291% | +$52.8K | 0.04% | 153 |
|
|
2020
Q4 | $17K | Sell |
792
-553
| -41% | -$11.9K | 0.01% | 211 |
|
|
2020
Q3 | $29K | Buy |
1,345
+26
| +2% | +$561 | 0.02% | 192 |
|
|
2020
Q2 | $30K | Hold |
1,319
| – | – | 0.02% | 193 |
|
|
2020
Q1 | $29K | Buy |
1,319
+37
| +3% | +$813 | 0.03% | 193 |
|
|
2019
Q4 | $38K | Buy |
+1,282
| New | +$38K | 0.03% | 183 |
|