Forum Financial Management’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 | $4.75M | Buy |
164,004
+7,835
| +5% | +$227K | 0.07% | 58 |
|
|
2025
Q1 | $4.42M | Buy |
156,169
+88
| +0.1% | +$2.49K | 0.07% | 60 |
|
|
2024
Q4 | $3.55M | Buy |
156,081
+43,966
| +39% | +$1M | 0.06% | 69 |
|
|
2024
Q3 | $2.47M | Buy |
112,115
+2,391
| +2% | +$52.6K | 0.04% | 81 |
|
|
2024
Q2 | $2.1M | Sell |
109,724
-6,384
| -5% | -$122K | 0.04% | 94 |
|
|
2024
Q1 | $2.04M | Buy |
116,108
+48,933
| +73% | +$861K | 0.03% | 108 |
|
|
2023
Q4 | $1.13M | Sell |
67,175
-75,771
| -53% | -$1.27M | 0.02% | 151 |
|
|
2023
Q3 | $2.15M | Sell |
142,946
-4,567
| -3% | -$68.6K | 0.05% | 81 |
|
|
2023
Q2 | $2.35M | Buy |
147,513
+3,863
| +3% | +$61.6K | 0.05% | 74 |
|
|
2023
Q1 | $2.77M | Buy |
143,650
+1,892
| +1% | +$36.4K | 0.08% | 60 |
|
|
2022
Q4 | $2.61M | Buy |
141,758
+6,088
| +4% | +$112K | 0.09% | 57 |
|
|
2022
Q3 | $2.08M | Buy |
135,670
+27,413
| +25% | +$420K | 0.1% | 59 |
|
|
2022
Q2 | $2.27M | Sell |
108,257
-52,645
| -33% | -$1.1M | 0.11% | 53 |
|
|
2022
Q1 | $2.87M | Sell |
160,902
-10,425
| -6% | -$186K | 0.14% | 44 |
|
|
2021
Q4 | $3.18M | Buy |
+171,327
| New | +$3.18M | 0.16% | 37 |
|