Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-57,533
| Closed | -$883K | – | 91 |
|
|
2022
Q3 | $883K | Buy |
57,533
+11,654
| +25% | +$179K | 0.2% | 43 |
|
|
2022
Q2 | $962K | Sell |
45,879
-8,925
| -16% | -$187K | 0.2% | 44 |
|
|
2022
Q1 | $978K | Buy |
54,804
+12,331
| +29% | +$220K | 0.18% | 46 |
|
|
2021
Q4 | $789K | Buy |
42,473
+5,998
| +16% | +$111K | 0.01% | 50 |
|
|
2021
Q3 | $744K | Sell |
36,475
-2,639
| -7% | -$53.8K | 0.15% | 50 |
|
|
2021
Q2 | $850K | Buy |
39,114
+5,491
| +16% | +$119K | 0.19% | 46 |
|
|
2021
Q1 | $769K | Buy |
33,623
+8,176
| +32% | +$187K | 0.2% | 45 |
|
|
2020
Q4 | $553K | Buy |
25,447
+8,537
| +50% | +$186K | 0.15% | 58 |
|
|
2020
Q3 | $364K | Buy |
16,910
+5,281
| +45% | +$114K | 0.12% | 62 |
|
|
2020
Q2 | $265K | Buy |
11,629
+1,416
| +14% | +$32.3K | 0.12% | 75 |
|
|
2020
Q1 | $225K | Buy |
10,213
+374
| +4% | +$8.24K | 0.16% | 79 |
|
|
2019
Q4 | $290K | Sell |
9,839
-103
| -1% | -$3.04K | 0.18% | 73 |
|
|
2019
Q3 | $284K | Buy |
9,942
+102
| +1% | +$2.91K | 0.2% | 74 |
|
|
2019
Q2 | $249K | Buy |
9,840
+197
| +2% | +$4.99K | 0.19% | 81 |
|
|
2019
Q1 | $228K | Sell |
9,643
-999
| -9% | -$23.6K | 0.2% | 82 |
|
|
2018
Q4 | $229K | Buy |
+10,642
| New | +$229K | 0.24% | 73 |
|