Edge Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,835
| Closed | -$53K | – | 408 |
|
|
2021
Q4 | $53K | Sell |
2,835
-660
| -19% | -$12.3K | 0.01% | 174 |
|
|
2021
Q3 | $71K | Sell |
3,495
-7,123
| -67% | -$150K | 0.01% | 158 |
|
|
2021
Q2 | $223K | Buy |
10,618
+5,731
| +117% | +$130K | 0.05% | 87 |
|
|
2021
Q1 | $112K | Sell |
4,887
-1,173
| -19% | -$25.9K | 0.02% | 131 |
|
|
2020
Q4 | $131K | Sell |
6,060
-4,609
| -43% | -$99.4K | 0.03% | 107 |
|
|
2020
Q3 | $230K | Sell |
10,669
-2,962
| -22% | -$66.2K | 0.05% | 101 |
|
|
2020
Q2 | $311K | Sell |
13,631
-130,693
| -91% | -$2.98M | 0.06% | 118 |
|
|
2020
Q1 | $3.2M | Buy |
+144,324
| New | +$3.94M | 0.69% | 40 |
|
|
2019
Q4 | – | Sell |
-113,857
| Closed | -$3.25M | – | 634 |
|
|
2019
Q3 | $3.25M | Sell |
113,857
-261,813
| -70% | -$6.94M | 0.75% | 36 |
|
|
2019
Q2 | $9.41M | Buy |
375,670
+289,983
| +338% | +$6.96M | 2.09% | 18 |
|
|
2019
Q1 | $2.03M | Buy |
85,687
+7,636
| +10% | +$176K | 0.5% | 42 |
|
|
2018
Q4 | $1.68M | Sell |
78,051
-444,955
| -85% | -$10.4M | 0.47% | 42 |
|
|
2018
Q3 | $13.3M | Buy |
523,006
+35,708
| +7% | +$875K | 3.19% | 8 |
|
|
2018
Q2 | $11.8M | Buy |
487,298
+65,845
| +16% | +$1.65M | 3.01% | 9 |
|
|
2018
Q1 | $11.3M | Buy |
421,453
+32,827
| +8% | +$914K | 3.01% | 10 |
|
|
2017
Q4 | $11.5M | Buy |
388,626
+334,330
| +616% | +$9.13M | 3.25% | 10 |
|
|
2017
Q3 | $1.6M | Hold |
54,296
| – | – | 0.49% | 36 |
|
|
2017
Q2 | $1.56M | Sell |
54,296
-59
| -0.1% | -$1.74K | 0.49% | 34 |
|
|
2017
Q1 | $1.71M | Hold |
54,355
| – | – | 0.59% | 32 |
|
|
2016
Q4 | $1.75M | Hold |
54,355
| – | – | 0.66% | 31 |
|
|
2016
Q3 | $1.67M | Sell |
54,355
-160,410
| -75% | -$5.07M | 0.71% | 31 |
|
|
2016
Q2 | $7.04M | Sell |
214,765
-1,382
| -0.6% | -$41.1K | 2.93% | 9 |
|
|
2016
Q1 | $6.39M | Sell |
216,147
-327,094
| -60% | -$9.06M | 2.9% | 11 |
|
|
2015
Q4 | $14.2M | Buy |
543,241
+119,253
| +28% | +$3.02M | 5.34% | 1 |
|
|
2015
Q3 | $10.4M | Buy |
423,988
+6,915
| +2% | +$176K | 3.91% | 4 |
|
|
2015
Q2 | $11M | Sell |
417,073
-73,284
| -15% | -$1.89M | 3.77% | 5 |
|
|
2015
Q1 | $12.1M | Buy |
490,357
+22,377
| +5% | +$569K | 4.08% | 4 |
|
|
2014
Q4 | $11.9M | Sell |
467,980
-24,426
| -5% | -$634K | 4.37% | 6 |
|
|
2014
Q3 | $13.1M | Buy |
492,406
+11,858
| +2% | +$315K | 5.05% | 2 |
|
|
2014
Q2 | $12.8M | Buy |
480,548
+33,452
| +7% | +$896K | 5.33% | 2 |
|
|
2014
Q1 | $11.8M | Buy |
447,096
+154,594
| +53% | +$3.88M | 4.96% | 2 |
|
|
2013
Q4 | $7.77M | Buy |
292,502
+56,091
| +24% | +$1.48M | 3.59% | 8 |
|
|
2013
Q3 | $6.04M | Buy |
236,411
+25,372
| +12% | +$666K | 3.69% | 9 |
|
|
2013
Q2 | $5.67M | Buy |
+211,039
| New | +$5.86M | 3.79% | 10 |
|
Other funds holding T
Edge Wealth Management's T Position: Q1 2022 in Review
Edge Wealth Management sold out of AT&T (T) in Q1 2022, closing a stake of 2,835 shares — an estimated $53K sold.
Edge Wealth Management first reported a position in T in Q2 2013 and held it in 34 quarters. The position peaked at $14.2M in Q4 2015. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.
- Edge Wealth Management reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
- Edge Wealth Management sold 2,835 AT&T shares in Q1 2022, an estimated $53K.
- Edge Wealth Management first reported a position in AT&T in Q2 2013 and held it in 34 quarters.
- Edge Wealth Management's AT&T position peaked at $14.2M in Q4 2015.
- 2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.
Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.