Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
127,777
-89,518
| -41% | -$2.59M | 0.09% | 271 |
|
|
2025
Q1 | $8M | Buy |
217,295
+103,647
| +91% | +$3.82M | 0.12% | 216 |
|
|
2024
Q4 | $2.59M | Sell |
113,648
-5,364
| -5% | -$122K | 0.09% | 250 |
|
|
2024
Q3 | $2.62M | Buy |
119,012
+29,005
| +32% | +$638K | 0.1% | 239 |
|
|
2024
Q2 | $1.72M | Sell |
90,007
-10,162
| -10% | -$194K | 0.08% | 273 |
|
|
2024
Q1 | $1.76M | Sell |
100,169
-2,893
| -3% | -$50.9K | 0.08% | 271 |
|
|
2023
Q4 | $1.73M | Sell |
103,062
-21,948
| -18% | -$368K | 0.09% | 252 |
|
|
2023
Q3 | $1.88M | Sell |
125,010
-14,561
| -10% | -$219K | 0.1% | 222 |
|
|
2023
Q2 | $2.23M | Buy |
139,571
+9,438
| +7% | +$151K | 0.12% | 195 |
|
|
2023
Q1 | $2.51M | Sell |
130,133
-1,615
| -1% | -$31.1K | 0.15% | 167 |
|
|
2022
Q4 | $2.43M | Sell |
131,748
-958
| -0.7% | -$17.6K | 0.15% | 160 |
|
|
2022
Q3 | $2.04M | Sell |
132,706
-132,043
| -50% | -$2.02M | 0.14% | 159 |
|
|
2022
Q2 | $5.64M | Sell |
264,749
-91,247
| -26% | -$1.94M | 0.28% | 79 |
|
|
2022
Q1 | $6.35M | Sell |
355,996
-2,096
| -0.6% | -$37.4K | 0.27% | 79 |
|
|
2021
Q4 | $6.65M | Sell |
358,092
-40,975
| -10% | -$761K | 0.25% | 91 |
|
|
2021
Q3 | $8.19M | Sell |
399,067
-8,507
| -2% | -$175K | 0.31% | 61 |
|
|
2021
Q2 | $9M | Sell |
407,574
-251,789
| -38% | -$5.56M | 0.35% | 57 |
|
|
2021
Q1 | $15.6M | Sell |
659,363
-24,014
| -4% | -$570K | 0.44% | 53 |
|
|
2020
Q4 | $14M | Buy |
683,377
+52,892
| +8% | +$1.09M | 0.56% | 36 |
|
|
2020
Q3 | $13.4M | Sell |
630,485
-55,485
| -8% | -$1.18M | 0.69% | 22 |
|
|
2020
Q2 | $15.1M | Buy |
685,970
+21,948
| +3% | +$482K | 0.84% | 21 |
|
|
2020
Q1 | $15M | Sell |
664,022
-19,248
| -3% | -$434K | 1.01% | 17 |
|
|
2019
Q4 | $20.3M | Buy |
683,270
+9,244
| +1% | +$274K | 1.08% | 12 |
|
|
2019
Q3 | $19.1M | Buy |
674,026
+16,109
| +2% | +$455K | 1.14% | 12 |
|
|
2019
Q2 | $16.7M | Buy |
657,917
+1,065
| +0.2% | +$27K | 1.03% | 12 |
|
|
2019
Q1 | $15.6M | Buy |
656,852
+10,789
| +2% | +$256K | 1.03% | 11 |
|
|
2018
Q4 | $13.9M | Buy |
646,063
+34,215
| +6% | +$736K | 1.03% | 12 |
|
|
2018
Q3 | $15.5M | Buy |
611,848
+21,956
| +4% | +$557K | 1.03% | 10 |
|
|
2018
Q2 | $14.3M | Sell |
589,892
-16,319
| -3% | -$396K | 1.12% | 9 |
|
|
2018
Q1 | $16.3M | Sell |
606,211
-7,323
| -1% | -$197K | 1.43% | 7 |
|
|
2017
Q4 | $18M | Buy |
613,534
+18,380
| +3% | +$540K | 1.61% | 5 |
|
|
2017
Q3 | $17.6M | Buy |
595,154
+25,290
| +4% | +$748K | 1.75% | 4 |
|
|
2017
Q2 | $16.3M | Buy |
569,864
+20,995
| +4% | +$599K | 1.67% | 5 |
|
|
2017
Q1 | $17.2M | Buy |
548,869
+27,022
| +5% | +$849K | 1.79% | 5 |
|
|
2016
Q4 | $16.8M | Buy |
521,847
+52,975
| +11% | +$1.7M | 2.21% | 3 |
|
|
2016
Q3 | $14.4M | Buy |
468,872
+24,605
| +6% | +$755K | 1.94% | 3 |
|
|
2016
Q2 | $14.6M | Sell |
444,267
-913
| -0.2% | -$30K | 2.12% | 3 |
|
|
2016
Q1 | $13.1M | Buy |
+445,180
| New | +$13.1M | 2.01% | 3 |
|