Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $195K | Buy |
12,741
+476
| +4% | +$7.29K | 0.02% | 198 |
|
|
2022
Q2 | $257K | Sell |
12,265
-24,231
| -66% | -$508K | 0.02% | 187 |
|
|
2022
Q1 | $651K | Buy |
36,496
+594
| +2% | +$10.6K | 0.05% | 139 |
|
|
2021
Q4 | $667K | Sell |
35,902
-14,907
| -29% | -$277K | 0.05% | 130 |
|
|
2021
Q3 | $1.04M | Sell |
50,809
-73,495
| -59% | -$1.5M | 0.08% | 107 |
|
|
2021
Q2 | $2.7M | Sell |
124,304
-3,626
| -3% | -$78.8K | 0.22% | 75 |
|
|
2021
Q1 | $2.93M | Sell |
127,930
-8,296
| -6% | -$190K | 0.28% | 69 |
|
|
2020
Q4 | $2.96M | Sell |
136,226
-4,890
| -3% | -$106K | 0.3% | 65 |
|
|
2020
Q3 | $3.04M | Sell |
141,116
-499,913
| -78% | -$10.8M | 0.35% | 60 |
|
|
2020
Q2 | $14.6M | Sell |
641,029
-17,240
| -3% | -$394K | 1.93% | 16 |
|
|
2020
Q1 | $14.5M | Buy |
658,269
+4,733
| +0.7% | +$104K | 2.3% | 12 |
|
|
2019
Q4 | $19.3M | Buy |
653,536
+20,762
| +3% | +$613K | 2.41% | 10 |
|
|
2019
Q3 | $18.1M | Buy |
632,774
+98,049
| +18% | +$2.8M | 2.5% | 11 |
|
|
2019
Q2 | $13.5M | Sell |
534,725
-6,917
| -1% | -$175K | 1.87% | 17 |
|
|
2019
Q1 | $12.5M | Sell |
541,642
-31,621
| -6% | -$731K | 1.82% | 20 |
|
|
2018
Q4 | $12.4M | Buy |
573,263
+161,126
| +39% | +$3.47M | 2.09% | 15 |
|
|
2018
Q3 | $10.5M | Buy |
412,137
+337,736
| +454% | +$8.57M | 1.62% | 26 |
|
|
2018
Q2 | $1.8M | Buy |
74,401
+30,171
| +68% | +$732K | 0.3% | 57 |
|
|
2018
Q1 | $1.19M | Sell |
44,230
-12,505
| -22% | -$337K | 0.2% | 60 |
|
|
2017
Q4 | $1.67M | Buy |
56,735
+8,547
| +18% | +$251K | 0.28% | 56 |
|
|
2017
Q3 | $1.43M | Sell |
48,188
-1,543
| -3% | -$45.7K | 0.25% | 56 |
|
|
2017
Q2 | $1.42M | Buy |
49,731
+2,064
| +4% | +$58.8K | 0.26% | 55 |
|
|
2017
Q1 | $1.5M | Buy |
+47,667
| New | +$1.5M | 0.3% | 54 |
|