Genovese Burford & Brothers Wealth & Retirement Plan Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.04M | Buy |
47,918
+3,451
| +8% | +$75K | 0.26% | 35 |
|
|
2020
Q3 | $957K | Sell |
44,467
-140
| -0.3% | -$3.01K | 0.27% | 30 |
|
|
2020
Q2 | $1.02M | Sell |
44,607
-39,790
| -47% | -$908K | 0.3% | 23 |
|
|
2020
Q1 | $1.86M | Sell |
84,397
-695
| -0.8% | -$15.3K | 0.52% | 14 |
|
|
2019
Q4 | $2.51M | Sell |
85,092
-1,181
| -1% | -$34.9K | 0.58% | 16 |
|
|
2019
Q3 | $2.47M | Buy |
86,273
+745
| +0.9% | +$21.3K | 0.62% | 17 |
|
|
2019
Q2 | $2.17M | Sell |
85,528
-1,976
| -2% | -$50K | 0.58% | 17 |
|
|
2019
Q1 | $2.07M | Sell |
87,504
-7,400
| -8% | -$175K | 0.59% | 17 |
|
|
2018
Q4 | $2.05M | Buy |
94,904
+8,635
| +10% | +$186K | 0.66% | 16 |
|
|
2018
Q3 | $2.19M | Buy |
86,269
+2,595
| +3% | +$65.8K | 0.75% | 10 |
|
|
2018
Q2 | $2.03M | Buy |
83,674
+2,603
| +3% | +$63.1K | 0.73% | 8 |
|
|
2018
Q1 | $2.18M | Buy |
81,071
+19,120
| +31% | +$515K | 0.79% | 7 |
|
|
2017
Q4 | $1.75M | Buy |
61,951
+4,767
| +8% | +$135K | 4.58% | 4 |
|
|
2017
Q3 | $1.69M | Buy |
57,184
+232
| +0.4% | +$6.86K | 0.69% | 9 |
|
|
2017
Q2 | $1.62M | Sell |
56,952
-6,671
| -10% | -$190K | 0.64% | 11 |
|
|
2017
Q1 | $2M | Sell |
63,623
-63,100
| -50% | -$1.98M | 0.81% | 9 |
|
|
2016
Q4 | $4.07M | Buy |
126,723
+65,855
| +108% | +$2.12M | 1.1% | 9 |
|
|
2016
Q3 | $1.87M | Buy |
60,868
+475
| +0.8% | +$14.6K | 0.74% | 10 |
|
|
2016
Q2 | $1.97M | Buy |
60,393
+3,048
| +5% | +$99.4K | 0.8% | 11 |
|
|
2016
Q1 | $1.7M | Sell |
57,345
-311
| -0.5% | -$9.2K | 0.8% | 12 |
|
|
2015
Q4 | $1.5M | Buy |
+57,656
| New | +$1.5M | 0.73% | 14 |
|