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