Godshalk Welsh Capital Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,171
| Closed | -$236K | – | 116 |
|
|
2021
Q2 | $236K | Sell |
11,171
-8,142
| -42% | -$172K | 0.15% | 113 |
|
|
2021
Q1 | $442K | Sell |
19,313
-21,714
| -53% | -$497K | 0.31% | 87 |
|
|
2020
Q4 | $891K | Sell |
41,027
-2,780
| -6% | -$60.4K | 0.66% | 56 |
|
|
2020
Q3 | $943K | Buy |
43,807
+662
| +2% | +$14.3K | 0.8% | 45 |
|
|
2020
Q2 | $985K | Sell |
43,145
-2,185
| -5% | -$49.9K | 0.92% | 39 |
|
|
2020
Q1 | $998K | Sell |
45,330
-265
| -0.6% | -$5.83K | 1.08% | 34 |
|
|
2019
Q4 | $1.35M | Buy |
45,595
+1,126
| +3% | +$33.2K | 1.11% | 31 |
|
|
2019
Q3 | $1.27M | Buy |
44,469
+596
| +1% | +$17K | 1.12% | 31 |
|
|
2019
Q2 | $1.11M | Buy |
43,873
+2,118
| +5% | +$53.6K | 1.03% | 36 |
|
|
2019
Q1 | $989K | Buy |
41,755
+794
| +2% | +$18.8K | 0.95% | 39 |
|
|
2018
Q4 | $883K | Buy |
40,961
+2,781
| +7% | +$60K | 0.99% | 38 |
|
|
2018
Q3 | $968K | Buy |
38,180
+1,589
| +4% | +$40.3K | 0.94% | 37 |
|
|
2018
Q2 | $887K | Buy |
36,591
+1,637
| +5% | +$39.7K | 0.93% | 39 |
|
|
2018
Q1 | $941K | Sell |
34,954
-728
| -2% | -$19.6K | 1.01% | 34 |
|
|
2017
Q4 | $1.05M | Sell |
35,682
-2,582
| -7% | -$75.8K | 1.06% | 31 |
|
|
2017
Q3 | $1.13M | Buy |
38,264
+1,391
| +4% | +$41.2K | 1.14% | 28 |
|
|
2017
Q2 | $1.05M | Buy |
36,873
+1,787
| +5% | +$50.9K | 1.04% | 33 |
|
|
2017
Q1 | $1.1M | Buy |
35,086
+5,428
| +18% | +$170K | 1.08% | 30 |
|
|
2016
Q4 | $953K | Sell |
29,658
-2,184
| -7% | -$70.2K | 0.98% | 35 |
|
|
2016
Q3 | $977K | Sell |
31,842
-662
| -2% | -$20.3K | 1.01% | 33 |
|
|
2016
Q2 | $1.06M | Sell |
32,504
-1,258
| -4% | -$41.1K | 1.12% | 28 |
|
|
2016
Q1 | $999K | Sell |
33,762
-265
| -0.8% | -$7.84K | 1.03% | 27 |
|
|
2015
Q4 | $884K | Sell |
34,027
-1,721
| -5% | -$44.7K | 0.92% | 30 |
|
|
2015
Q3 | $880K | Sell |
35,748
-794
| -2% | -$19.5K | 0.96% | 31 |
|
|
2015
Q2 | $980K | Buy |
36,542
+529
| +1% | +$14.2K | 1% | 32 |
|
|
2015
Q1 | $888K | Buy |
36,013
+1,589
| +5% | +$39.2K | 0.91% | 42 |
|
|
2014
Q4 | $873K | Buy |
+34,424
| New | +$873K | 0.79% | 42 |
|