Goelzer Investment Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,033
| Closed | -$224K | – | 229 |
|
|
2021
Q4 | $224K | Sell |
12,033
-214,852
| -95% | -$4.02M | 0.02% | 216 |
|
|
2021
Q3 | $4.63M | Sell |
226,885
-27,479
| -11% | -$577K | 0.41% | 81 |
|
|
2021
Q2 | $5.53M | Sell |
254,364
-137,651
| -35% | -$3.13M | 0.46% | 70 |
|
|
2021
Q1 | $8.96M | Sell |
392,015
-19,723
| -5% | -$436K | 0.79% | 33 |
|
|
2020
Q4 | $8.94M | Sell |
411,738
-51,432
| -11% | -$1.11M | 0.82% | 31 |
|
|
2020
Q3 | $9.97M | Sell |
463,170
-75,498
| -14% | -$1.69M | 0.92% | 20 |
|
|
2020
Q2 | $12.3M | Sell |
538,668
-3,791
| -0.7% | -$86.3K | 1.18% | 17 |
|
|
2020
Q1 | $11.9M | Sell |
542,459
-64,668
| -11% | -$1.77M | 1.36% | 15 |
|
|
2019
Q4 | $17.9M | Buy |
607,127
+65,818
| +12% | +$1.9M | 1.54% | 11 |
|
|
2019
Q3 | $15.5M | Buy |
541,309
+10,639
| +2% | +$282K | 1.42% | 14 |
|
|
2019
Q2 | $13.4M | Buy |
530,670
+6,872
| +1% | +$165K | 1.24% | 16 |
|
|
2019
Q1 | $12.4M | Buy |
523,798
+37,047
| +8% | +$852K | 1.18% | 18 |
|
|
2018
Q4 | $10.5M | Sell |
486,751
-3,445
| -0.7% | -$80.2K | 1.34% | 15 |
|
|
2018
Q3 | $12.4M | Buy |
490,196
+74,460
| +18% | +$1.82M | 1.39% | 10 |
|
|
2018
Q2 | $10.1M | Buy |
415,736
+64,425
| +18% | +$1.62M | 1.17% | 15 |
|
|
2018
Q1 | $9.46M | Sell |
351,311
-6,810
| -2% | -$190K | 1.13% | 14 |
|
|
2017
Q4 | $10.5M | Buy |
358,121
+2,736
| +0.8% | +$74.7K | 1.18% | 14 |
|
|
2017
Q3 | $10.5M | Sell |
355,385
-1,890
| -0.5% | -$53.7K | 1.24% | 14 |
|
|
2017
Q2 | $10.2M | Sell |
357,275
-5,003
| -1% | -$147K | 1.25% | 16 |
|
|
2017
Q1 | $11.4M | Sell |
362,278
-5,098
| -1% | -$160K | 1.42% | 10 |
|
|
2016
Q4 | $11.8M | Buy |
367,376
+41,484
| +13% | +$1.22M | 1.53% | 10 |
|
|
2016
Q3 | $10M | Buy |
325,892
+1,301
| +0.4% | +$41.1K | 1.35% | 12 |
|
|
2016
Q2 | $10.6M | Buy |
324,591
+2,439
| +0.8% | +$72.6K | 1.46% | 9 |
|
|
2016
Q1 | $9.53M | Buy |
322,152
+4,577
| +1% | +$127K | 1.36% | 8 |
|
|
2015
Q4 | $8.25M | Buy |
317,575
+8,557
| +3% | +$217K | 1.2% | 15 |
|
|
2015
Q3 | $7.6M | Buy |
309,018
+5,823
| +2% | +$148K | 1.21% | 14 |
|
|
2015
Q2 | $8.13M | Buy |
303,195
+5,517
| +2% | +$143K | 1.23% | 12 |
|
|
2015
Q1 | $7.34M | Buy |
297,678
+27,575
| +10% | +$701K | 1.11% | 16 |
|
|
2014
Q4 | $6.85M | Sell |
270,103
-9,049
| -3% | -$235K | 1.04% | 22 |
|
|
2014
Q3 | $7.43M | Buy |
279,152
+2,244
| +0.8% | +$59.7K | 1.23% | 11 |
|
|
2014
Q2 | $7.39M | Sell |
276,908
-24,265
| -8% | -$650K | 1.23% | 9 |
|
|
2014
Q1 | $7.98M | Sell |
301,173
-22,145
| -7% | -$556K | 1.42% | 4 |
|
|
2013
Q4 | $8.59M | Buy |
323,318
+100,258
| +45% | +$2.64M | 1.56% | 3 |
|
|
2013
Q3 | $5.7M | Sell |
223,060
-215,499
| -49% | -$5.66M | 1.16% | 18 |
|
|
2013
Q2 | $11.7M | Buy |
+438,559
| New | +$12.2M | 1.25% | 10 |
|
Other funds holding T
Goelzer Investment Management's T Position: Q1 2022 in Review
Goelzer Investment Management sold out of AT&T (T) in Q1 2022, closing a stake of 12,033 shares — an estimated $224K sold.
Goelzer Investment Management first reported a position in T in Q2 2013 and held it in 35 quarters. The position peaked at $17.9M in Q4 2019. 2,500 funds tracked by Wall St. Rank hold T as of Q1 2022.
- Goelzer Investment Management reported no remaining AT&T position as of Q1 2022 after selling out during the quarter.
- Goelzer Investment Management sold 12,033 AT&T shares in Q1 2022, an estimated $224K.
- Goelzer Investment Management first reported a position in AT&T in Q2 2013 and held it in 35 quarters.
- Goelzer Investment Management's AT&T position peaked at $17.9M in Q4 2019.
- 2,500 funds tracked by Wall St. Rank held AT&T as of Q1 2022.
Based on Goelzer Investment Management's 13F filing for Q1 2022, filed 10 May 2022.