Emerald Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,893
| Closed | -$251K | – | 106 |
|
|
2025
Q1 | $251K | Buy |
+8,893
| New | +$251K | 0.03% | 90 |
|
|
2021
Q4 | – | Sell |
-20,435
| Closed | -$417K | – | 110 |
|
|
2021
Q3 | $417K | Buy |
20,435
+1,256
| +7% | +$25.6K | 0.12% | 62 |
|
|
2021
Q2 | $417K | Buy |
19,179
+1,470
| +8% | +$32K | 0.13% | 64 |
|
|
2021
Q1 | $405K | Sell |
17,709
-1,052
| -6% | -$24.1K | 0.15% | 52 |
|
|
2020
Q4 | $408K | Sell |
18,761
-789
| -4% | -$17.2K | 0.14% | 50 |
|
|
2020
Q3 | $421K | Buy |
19,550
+478
| +3% | +$10.3K | 0.16% | 46 |
|
|
2020
Q2 | $435K | Buy |
19,072
+625
| +3% | +$14.3K | 0.19% | 44 |
|
|
2020
Q1 | $415K | Buy |
18,447
+11,521
| +166% | +$259K | 0.19% | 40 |
|
|
2019
Q4 | $200K | Buy |
+6,926
| New | +$200K | 0.19% | 95 |
|