Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $401K | Hold |
25,136
| – | – | 0.05% | 139 |
|
|
2023
Q1 | $484K | Buy |
25,136
+1,533
| +6% | +$29.5K | 0.07% | 127 |
|
|
2022
Q4 | $435K | Sell |
23,603
-1,324
| -5% | -$24.4K | 0.07% | 130 |
|
|
2022
Q3 | $382K | Buy |
24,927
+6,072
| +32% | +$93.1K | 0.06% | 135 |
|
|
2022
Q2 | $395K | Sell |
18,855
-6,108
| -24% | -$128K | 0.06% | 139 |
|
|
2022
Q1 | $446K | Sell |
24,963
-63
| -0.3% | -$1.13K | 0.06% | 142 |
|
|
2021
Q4 | $465K | Sell |
25,026
-330
| -1% | -$6.13K | 0.05% | 152 |
|
|
2021
Q3 | $517K | Sell |
25,356
-952
| -4% | -$19.4K | 0.06% | 146 |
|
|
2021
Q2 | $571K | Sell |
26,308
-320
| -1% | -$6.95K | 0.06% | 141 |
|
|
2021
Q1 | $608K | Sell |
26,628
-1,903
| -7% | -$43.5K | 0.07% | 135 |
|
|
2020
Q4 | $620K | Sell |
28,531
-131
| -0.5% | -$2.85K | 0.08% | 129 |
|
|
2020
Q3 | $617K | Buy |
28,662
+265
| +0.9% | +$5.71K | 0.09% | 117 |
|
|
2020
Q2 | $648K | Hold |
28,397
| – | – | 0.11% | 111 |
|
|
2020
Q1 | $625K | Sell |
28,397
-331
| -1% | -$7.29K | 0.12% | 103 |
|
|
2019
Q4 | $848K | Sell |
28,728
-331
| -1% | -$9.77K | 0.13% | 104 |
|
|
2019
Q3 | $830K | Sell |
29,059
-265
| -0.9% | -$7.57K | 0.14% | 105 |
|
|
2019
Q2 | $742K | Sell |
29,324
-436
| -1% | -$11K | 0.12% | 110 |
|
|
2019
Q1 | $704K | Sell |
29,760
-198
| -0.7% | -$4.68K | 0.12% | 111 |
|
|
2018
Q4 | $646K | Hold |
29,958
| – | – | 0.12% | 110 |
|
|
2018
Q3 | $760K | Sell |
29,958
-23
| -0.1% | -$583 | 0.12% | 110 |
|
|
2018
Q2 | $728K | Buy |
29,981
+2,082
| +7% | +$50.6K | 0.12% | 111 |
|
|
2018
Q1 | $751K | Sell |
27,899
-1,589
| -5% | -$42.8K | 0.13% | 110 |
|
|
2017
Q4 | $866K | Sell |
29,488
-397
| -1% | -$11.7K | 0.14% | 100 |
|
|
2017
Q3 | $884K | Hold |
29,885
| – | – | 0.15% | 102 |
|
|
2017
Q2 | $852K | Sell |
29,885
-6,620
| -18% | -$189K | 0.14% | 102 |
|
|
2017
Q1 | $1.15M | Sell |
36,505
-5,867
| -14% | -$184K | 0.2% | 88 |
|
|
2016
Q4 | $1.36M | Buy |
42,372
+11,809
| +39% | +$379K | 0.24% | 85 |
|
|
2016
Q3 | $901K | Sell |
30,563
-2,383
| -7% | -$70.3K | 0.16% | 102 |
|
|
2016
Q2 | $1.08M | Sell |
32,946
-3,244
| -9% | -$106K | 0.2% | 93 |
|
|
2016
Q1 | $1.07K | Hold |
36,190
| – | – | 0.15% | 96 |
|
|
2015
Q4 | $941K | Sell |
36,190
-1,112
| -3% | -$28.9K | 0.18% | 99 |
|
|
2015
Q3 | $938K | Sell |
37,302
-5,164
| -12% | -$130K | 0.16% | 105 |
|
|
2015
Q2 | $1.14M | Sell |
42,466
-1,324
| -3% | -$35.5K | 0.19% | 100 |
|
|
2015
Q1 | $1.08M | Buy |
43,790
+2,671
| +6% | +$65.8K | 0.19% | 97 |
|
|
2014
Q4 | $1.04M | Sell |
41,119
-199
| -0.5% | -$5.05K | 0.19% | 101 |
|
|
2014
Q3 | $1.1M | Sell |
41,318
-8,343
| -17% | -$222K | 0.21% | 93 |
|
|
2014
Q2 | $1.33M | Buy |
49,661
+6,605
| +15% | +$176K | 0.22% | 93 |
|
|
2014
Q1 | $1.14M | Sell |
43,056
-4,151
| -9% | -$110K | 0.22% | 88 |
|
|
2013
Q4 | $1.25M | Sell |
47,207
-7,507
| -14% | -$199K | 0.25% | 81 |
|
|
2013
Q3 | $1.4M | Sell |
54,714
-4,767
| -8% | -$122K | 0.3% | 72 |
|
|
2013
Q2 | $1.59M | Buy |
+59,481
| New | +$1.59M | 0.36% | 65 |
|