Forte Capital’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
21,770
+614
| +3% | +$16.9K | 0.07% | 159 |
|
|
2025
Q1 | $598K | Buy |
21,156
+1,966
| +10% | +$49.4K | 0.07% | 160 |
|
|
2024
Q4 | $437K | Buy |
19,190
+238
| +1% | +$5.36K | 0.05% | 175 |
|
|
2024
Q3 | $417K | Buy |
18,952
+652
| +4% | +$13K | 0.05% | 181 |
|
|
2024
Q2 | $350K | Buy |
18,300
+1,600
| +10% | +$27.8K | 0.04% | 180 |
|
|
2024
Q1 | $294K | Buy |
16,700
+1,650
| +11% | +$28.2K | 0.04% | 194 |
|
|
2023
Q4 | $253K | Buy |
+15,050
| New | +$238K | 0.03% | 206 |
|
|
2023
Q3 | – | Sell |
-10,754
| Closed | -$172K | – | 218 |
|
|
2023
Q2 | $172K | Buy |
+10,754
| New | +$183K | 0.02% | 210 |
|
|
2022
Q2 | – | Sell |
-27,268
| Closed | -$507K | – | 227 |
|
|
2022
Q1 | $507K | Hold |
27,268
| – | – | 0.06% | 153 |
|
|
2021
Q4 | $507K | Sell |
27,268
-56,100
| -67% | -$1.05M | 0.06% | 153 |
|
|
2021
Q3 | $1.7M | Buy |
83,368
+25
| +0% | +$525 | 0.23% | 73 |
|
|
2021
Q2 | $1.81M | Buy |
83,343
+830
| +1% | +$18.9K | 0.25% | 68 |
|
|
2021
Q1 | $1.89M | Buy |
82,513
+3,151
| +4% | +$69.7K | 0.29% | 54 |
|
|
2020
Q4 | $1.72M | Sell |
79,362
-6,090
| -7% | -$131K | 0.27% | 59 |
|
|
2020
Q3 | $1.84M | Sell |
85,452
-317
| -0.4% | -$7.08K | 0.34% | 51 |
|
|
2020
Q2 | $1.95M | Buy |
85,769
+6,451
| +8% | +$147K | 0.41% | 49 |
|
|
2020
Q1 | $1.75M | Buy |
79,318
+3,622
| +5% | +$99K | 0.6% | 43 |
|
|
2019
Q4 | $2.23M | Sell |
75,696
-623
| -0.8% | -$18K | 0.63% | 42 |
|
|
2019
Q3 | $2.18M | Sell |
76,319
-368
| -0.5% | -$9.75K | 0.67% | 42 |
|
|
2019
Q2 | $1.94M | Buy |
76,687
+10,081
| +15% | +$242K | 0.62% | 46 |
|
|
2019
Q1 | $1.58M | Sell |
66,606
-1,990
| -3% | -$45.8K | 0.57% | 51 |
|
|
2018
Q4 | $1.48M | Sell |
68,596
-5,845
| -8% | -$136K | 0.62% | 51 |
|
|
2018
Q3 | $1.89M | Buy |
74,441
+526
| +0.7% | +$12.9K | 0.68% | 46 |
|
|
2018
Q2 | $1.79M | Buy |
73,915
+1,435
| +2% | +$36K | 0.7% | 45 |
|
|
2018
Q1 | $1.95M | Buy |
72,480
+9,804
| +16% | +$273K | 0.82% | 41 |
|
|
2017
Q4 | $1.84M | Sell |
62,676
-5,229
| -8% | -$143K | 0.55% | 49 |
|
|
2017
Q3 | $2.01M | Buy |
67,905
+3,120
| +5% | +$88.6K | 0.64% | 43 |
|
|
2017
Q2 | $1.85M | Buy |
64,785
+3,921
| +6% | +$116K | 0.61% | 44 |
|
|
2017
Q1 | $1.91M | Buy |
60,864
+7,822
| +15% | +$246K | 0.65% | 45 |
|
|
2016
Q4 | $1.7M | Buy |
53,042
+854
| +2% | +$25.2K | 0.64% | 45 |
|
|
2016
Q3 | $1.6M | Buy |
52,188
+6,417
| +14% | +$203K | 0.61% | 45 |
|
|
2016
Q2 | $1.49M | Sell |
45,771
-1,962
| -4% | -$58.4K | 0.58% | 48 |
|
|
2016
Q1 | $1.41M | Buy |
47,733
+2,183
| +5% | +$60.5K | 0.62% | 48 |
|
|
2015
Q4 | $1.18M | Buy |
45,550
+6,299
| +16% | +$160K | 0.49% | 53 |
|
|
2015
Q3 | $966K | Buy |
39,251
+760
| +2% | +$19.4K | 0.44% | 57 |
|
|
2015
Q2 | $1.03M | Sell |
38,491
-10,085
| -21% | -$261K | 0.44% | 52 |
|
|
2015
Q1 | $1.21M | Buy |
48,576
+1,844
| +4% | +$46.9K | 0.52% | 51 |
|
|
2014
Q4 | $1.19M | Sell |
46,732
-304
| -0.6% | -$7.89K | 0.52% | 53 |
|
|
2014
Q3 | $1.25M | Buy |
+47,036
| New | +$1.25M | 0.58% | 47 |
|
Other funds holding T
