Great Diamond Partners’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 | $3.06M | Buy |
105,767
+95,096
| +891% | +$2.75M | 0.65% | 38 |
|
2025
Q1 | $302K | Buy |
10,671
+7
| +0.1% | +$198 | 0.08% | 141 |
|
2024
Q4 | $243K | Buy |
10,664
+280
| +3% | +$6.38K | 0.06% | 158 |
|
2024
Q3 | $228K | Sell |
10,384
-6,384
| -38% | -$140K | 0.06% | 176 |
|
2024
Q2 | $320K | Sell |
16,768
-500
| -3% | -$9.56K | 0.08% | 160 |
|
2024
Q1 | $304K | Buy |
17,268
+1,457
| +9% | +$25.6K | 0.07% | 178 |
|
2023
Q4 | $265K | Sell |
15,811
-9,784
| -38% | -$164K | 0.07% | 197 |
|
2023
Q3 | $384K | Buy |
25,595
+12,850
| +101% | +$193K | 0.1% | 146 |
|
2023
Q2 | $203K | Sell |
12,745
-387
| -3% | -$6.17K | 0.05% | 218 |
|
2023
Q1 | $253K | Buy |
+13,132
| New | +$253K | 0.07% | 185 |
|
2022
Q4 | – | Sell |
-12,667
| Closed | -$194K | – | 226 |
|
2022
Q3 | $194K | Sell |
12,667
-630
| -5% | -$9.65K | 0.07% | 197 |
|
2022
Q2 | $278K | Sell |
13,297
-3,201
| -19% | -$66.9K | 0.09% | 171 |
|
2022
Q1 | $294K | Sell |
16,498
-53
| -0.3% | -$944 | 0.08% | 174 |
|
2021
Q4 | $307K | Sell |
16,551
-2,197
| -12% | -$40.8K | 0.08% | 178 |
|
2021
Q3 | $382K | Buy |
18,748
+1,049
| +6% | +$21.4K | 0.1% | 143 |
|
2021
Q2 | $384K | Sell |
17,699
-1,367
| -7% | -$29.7K | 0.11% | 139 |
|
2021
Q1 | $435K | Sell |
19,066
-723
| -4% | -$16.5K | 0.13% | 125 |
|
2020
Q4 | $429K | Buy |
19,789
+1,241
| +7% | +$26.9K | 0.14% | 113 |
|
2020
Q3 | $399K | Sell |
18,548
-75
| -0.4% | -$1.61K | 0.15% | 108 |
|
2020
Q2 | $425K | Sell |
18,623
-424
| -2% | -$9.68K | 0.18% | 90 |
|
2020
Q1 | $419K | Sell |
19,047
-1,157
| -6% | -$25.5K | 0.22% | 74 |
|
2019
Q4 | $596K | Buy |
+20,204
| New | +$596K | 0.23% | 74 |
|