Executive 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 | $973K | Buy |
42,724
+327
| +0.8% | +$7.45K | 0.08% | 138 |
|
|
2024
Q3 | $933K | Buy |
42,397
+13,017
| +44% | +$286K | 0.07% | 135 |
|
|
2024
Q2 | $561K | Buy |
29,380
+788
| +3% | +$15.1K | 0.1% | 72 |
|
|
2024
Q1 | $500K | Buy |
28,592
+572
| +2% | +$10K | 0.04% | 148 |
|
|
2023
Q4 | $470K | Sell |
28,020
-1,609
| -5% | -$27K | 0.04% | 144 |
|
|
2023
Q3 | $445K | Buy |
29,629
+119
| +0.4% | +$1.79K | 0.05% | 144 |
|
|
2023
Q2 | $471K | Buy |
29,510
+1,948
| +7% | +$31.1K | 0.05% | 136 |
|
|
2023
Q1 | $531K | Buy |
27,562
+4,270
| +18% | +$82.2K | 0.06% | 133 |
|
|
2022
Q4 | $429K | Buy |
23,292
+22,937
| +6,461% | +$422K | 0.05% | 138 |
|
|
2022
Q3 | $355 | Sell |
355
-23,418
| -99% | -$23.4K | 0.05% | 135 |
|
|
2022
Q2 | $498K | Sell |
23,773
-10,867
| -31% | -$228K | 0.07% | 126 |
|
|
2022
Q1 | $618K | Buy |
34,640
+3,527
| +11% | +$62.9K | 0.07% | 129 |
|
|
2021
Q4 | $578K | Sell |
31,113
-1,313
| -4% | -$24.4K | 0.06% | 132 |
|
|
2021
Q3 | $661K | Sell |
32,426
-1,981
| -6% | -$40.4K | 0.07% | 122 |
|
|
2021
Q2 | $747K | Buy |
34,407
+69
| +0.2% | +$1.5K | 0.08% | 124 |
|
|
2021
Q1 | $785K | Buy |
34,338
+241
| +0.7% | +$5.51K | 0.09% | 118 |
|
|
2020
Q4 | $740K | Sell |
34,097
-2,390
| -7% | -$51.9K | 0.09% | 106 |
|
|
2020
Q3 | $785K | Buy |
36,487
+873
| +2% | +$18.8K | 0.11% | 98 |
|
|
2020
Q2 | $813K | Sell |
35,614
-10,821
| -23% | -$247K | 0.12% | 84 |
|
|
2020
Q1 | $1.02M | Buy |
46,435
+9,584
| +26% | +$211K | 0.18% | 70 |
|
|
2019
Q4 | $1.09M | Buy |
36,851
+6,108
| +20% | +$180K | 0.15% | 98 |
|
|
2019
Q3 | $878K | Sell |
30,743
-4,826
| -14% | -$138K | 0.13% | 93 |
|
|
2019
Q2 | $900K | Buy |
35,569
+4,409
| +14% | +$112K | 0.13% | 114 |
|
|
2019
Q1 | $738K | Sell |
31,160
-14,183
| -31% | -$336K | 0.13% | 106 |
|
|
2018
Q4 | $976K | Buy |
+45,343
| New | +$976K | 0.17% | 79 |
|