Fidelis Capital Partners’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 | $1.23M | Buy |
44,755
+1,359
| +3% | +$37.4K | 0.11% | 152 |
|
|
2025
Q1 | $1.16M | Buy |
43,396
+2,891
| +7% | +$77.5K | 0.12% | 136 |
|
|
2024
Q4 | $982K | Buy |
40,505
+6,782
| +20% | +$164K | 0.1% | 169 |
|
|
2024
Q3 | $758K | Buy |
33,723
+148
| +0.4% | +$3.33K | 0.09% | 187 |
|
|
2024
Q2 | $646K | Buy |
33,575
+2,943
| +10% | +$56.7K | 0.09% | 182 |
|
|
2024
Q1 | $539K | Buy |
30,632
+1,297
| +4% | +$22.8K | 0.08% | 203 |
|
|
2023
Q4 | $492K | Buy |
+29,335
| New | +$492K | 0.11% | 173 |
|
|
2023
Q3 | – | Sell |
-24,581
| Closed | -$392K | – | 292 |
|
|
2023
Q2 | $392K | Buy |
24,581
+5,050
| +26% | +$80.5K | 0.14% | 158 |
|
|
2023
Q1 | $335K | Buy |
19,531
+4,015
| +26% | +$68.8K | 0.14% | 164 |
|
|
2022
Q4 | $295K | Buy |
+15,516
| New | +$295K | 0.35% | 83 |
|