Dorchester 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
Q4 | $494K | Sell |
21,689
-3,482
| -14% | -$79.3K | 0.1% | 90 |
|
|
2024
Q3 | $554K | Hold |
25,171
| – | – | 0.1% | 91 |
|
|
2024
Q2 | $481K | Sell |
25,171
-16
| -0.1% | -$306 | 0.09% | 98 |
|
|
2024
Q1 | $443K | Sell |
25,187
-116
| -0.5% | -$2.04K | 0.08% | 113 |
|
|
2023
Q4 | $425K | Buy |
25,303
+2,010
| +9% | +$33.7K | 0.08% | 111 |
|
|
2023
Q3 | $350K | Sell |
23,293
-1,090
| -4% | -$16.4K | 0.07% | 117 |
|
|
2023
Q2 | $389K | Sell |
24,383
-392
| -2% | -$6.25K | 0.08% | 109 |
|
|
2023
Q1 | $477K | Buy |
24,775
+7
| +0% | +$135 | 0.1% | 102 |
|
|
2022
Q4 | $456K | Sell |
24,768
-5,755
| -19% | -$106K | 0.11% | 95 |
|
|
2022
Q3 | $468K | Sell |
30,523
-3,718
| -11% | -$57K | 0.1% | 100 |
|
|
2022
Q2 | $718K | Sell |
34,241
-8,943
| -21% | -$188K | 0.14% | 89 |
|
|
2022
Q1 | $963K | Sell |
43,184
-6,610
| -13% | -$147K | 0.15% | 74 |
|
|
2021
Q4 | $925K | Buy |
49,794
+13,538
| +37% | +$251K | 0.18% | 69 |
|
|
2021
Q3 | $740K | Sell |
36,256
-3,314
| -8% | -$67.6K | 0.18% | 72 |
|
|
2021
Q2 | $860K | Sell |
39,570
-2,750
| -6% | -$59.8K | 0.2% | 66 |
|
|
2021
Q1 | $968K | Sell |
42,320
-1,752
| -4% | -$40.1K | 0.24% | 65 |
|
|
2020
Q4 | $957K | Buy |
44,072
+2,015
| +5% | +$43.8K | 0.25% | 62 |
|
|
2020
Q3 | $906K | Buy |
42,057
+7,311
| +21% | +$157K | 0.28% | 61 |
|
|
2020
Q2 | $793K | Sell |
34,746
-8,582
| -20% | -$196K | 0.25% | 64 |
|
|
2020
Q1 | $954K | Sell |
43,328
-7,518
| -15% | -$166K | 0.35% | 52 |
|
|
2019
Q4 | $1.5M | Buy |
50,846
+15,048
| +42% | +$444K | 0.42% | 46 |
|
|
2019
Q3 | $1.02M | Buy |
35,798
+4,942
| +16% | +$141K | 0.3% | 51 |
|
|
2019
Q2 | $781K | Sell |
30,856
-3,040
| -9% | -$76.9K | 0.23% | 63 |
|
|
2019
Q1 | $803K | Buy |
33,896
+2,256
| +7% | +$53.4K | 0.24% | 58 |
|
|
2018
Q4 | $682K | Buy |
31,640
+4
| +0% | +$86 | 0.24% | 60 |
|
|
2018
Q3 | $802K | Buy |
31,636
+4
| +0% | +$101 | 0.25% | 57 |
|
|
2018
Q2 | $767K | Buy |
31,632
+2,628
| +9% | +$63.7K | 0.25% | 60 |
|
|
2018
Q1 | $781K | Buy |
29,004
+1,352
| +5% | +$36.4K | 0.26% | 56 |
|
|
2017
Q4 | $812K | Buy |
27,652
+534
| +2% | +$15.7K | 0.26% | 61 |
|
|
2017
Q3 | $802K | Sell |
27,118
-329
| -1% | -$9.73K | 0.26% | 63 |
|
|
2017
Q2 | $782K | Buy |
27,447
+3
| +0% | +$85 | 0.27% | 59 |
|
|
2017
Q1 | $861K | Sell |
27,444
-1,387
| -5% | -$43.5K | 0.3% | 55 |
|
|
2016
Q4 | $926K | Buy |
28,831
+2,915
| +11% | +$93.6K | 0.34% | 51 |
|
|
2016
Q3 | $795K | Sell |
25,916
-593
| -2% | -$18.2K | 0.3% | 57 |
|
|
2016
Q2 | $865K | Buy |
26,509
+3
| +0% | +$98 | 0.32% | 58 |
|
|
2016
Q1 | $784K | Sell |
26,506
-726
| -3% | -$21.5K | 0.3% | 54 |
|
|
2015
Q4 | $708K | Sell |
27,232
-1,454
| -5% | -$37.8K | 0.29% | 57 |
|
|
2015
Q3 | $942K | Sell |
28,686
-4,892
| -15% | -$161K | 0.35% | 52 |
|
|
2015
Q2 | $1.13M | Buy |
+33,578
| New | +$1.13M | 0.37% | 50 |
|