GA
Geller Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $571K | Sell |
25,088
-673
| -3% | -$15.3K | 0.04% | 117 |
|
|
2024
Q3 | $567K | Buy |
25,761
+2,797
| +12% | +$61.5K | 0.04% | 119 |
|
|
2024
Q2 | $439K | Sell |
22,964
-1,340
| -6% | -$25.6K | 0.03% | 156 |
|
|
2024
Q1 | $428K | Buy |
24,304
+5,786
| +31% | +$102K | 0.03% | 169 |
|
|
2023
Q4 | $311K | Sell |
18,518
-8,751
| -32% | -$147K | 0.03% | 196 |
|
|
2023
Q3 | $410K | Buy |
27,269
+1,176
| +5% | +$17.7K | 0.05% | 144 |
|
|
2023
Q2 | $416K | Buy |
26,093
+6,351
| +32% | +$101K | 0.05% | 147 |
|
|
2023
Q1 | $380K | Buy |
19,742
+5,735
| +41% | +$110K | 0.06% | 96 |
|
|
2022
Q4 | $258K | Sell |
14,007
-3,816
| -21% | -$70.3K | 0.04% | 112 |
|
|
2022
Q3 | $273K | Buy |
17,823
+3,741
| +27% | +$57.3K | 0.06% | 88 |
|
|
2022
Q2 | $295K | Sell |
14,082
-3,600
| -20% | -$75.4K | 0.06% | 87 |
|
|
2022
Q1 | $418K | Sell |
17,682
-2,069
| -10% | -$48.9K | 0.08% | 72 |
|
|
2021
Q4 | $486K | Buy |
19,751
+1,113
| +6% | +$27.4K | 0.09% | 59 |
|
|
2021
Q3 | $503K | Sell |
18,638
-2,627
| -12% | -$70.9K | 0.11% | 55 |
|
|
2021
Q2 | $612K | Buy |
21,265
+229
| +1% | +$6.59K | 0.13% | 40 |
|
|
2021
Q1 | $637K | Buy |
21,036
+4,407
| +27% | +$133K | 0.15% | 36 |
|
|
2020
Q4 | $579K | Sell |
16,629
-11,262
| -40% | -$392K | 0.15% | 35 |
|
|
2020
Q3 | $795K | Buy |
27,891
+9,421
| +51% | +$269K | 0.23% | 16 |
|
|
2020
Q2 | $558K | Buy |
+18,470
| New | +$558K | 0.17% | 25 |
|