Greatmark Investment 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 | $437K | Hold |
15,083
| – | – | 0.05% | 102 |
|
|
2025
Q1 | $427K | Sell |
15,083
-900
| -6% | -$25.5K | 0.06% | 99 |
|
|
2024
Q4 | $364K | Sell |
15,983
-6,000
| -27% | -$137K | 0.05% | 109 |
|
|
2024
Q3 | $484K | Hold |
21,983
| – | – | 0.07% | 92 |
|
|
2024
Q2 | $420K | Sell |
21,983
-10,314
| -32% | -$197K | 0.06% | 93 |
|
|
2024
Q1 | $568K | Sell |
32,297
-448
| -1% | -$7.89K | 0.08% | 87 |
|
|
2023
Q4 | $549K | Sell |
32,745
-856
| -3% | -$14.4K | 0.09% | 86 |
|
|
2023
Q3 | $505K | Buy |
33,601
+8,452
| +34% | +$127K | 0.09% | 86 |
|
|
2023
Q2 | $401K | Buy |
+25,149
| New | +$401K | 0.07% | 99 |
|
|
2021
Q4 | – | Sell |
-13,938
| Closed | -$284K | – | 139 |
|
|
2021
Q3 | $284K | Sell |
13,938
-87
| -0.6% | -$1.77K | 0.05% | 119 |
|
|
2021
Q2 | $305K | Buy |
14,025
+132
| +1% | +$2.87K | 0.06% | 117 |
|
|
2021
Q1 | $318K | Buy |
13,893
+1,049
| +8% | +$24K | 0.06% | 112 |
|
|
2020
Q4 | $279K | Sell |
12,844
-133
| -1% | -$2.89K | 0.06% | 111 |
|
|
2020
Q3 | $279K | Sell |
12,977
-3,830
| -23% | -$82.3K | 0.07% | 110 |
|
|
2020
Q2 | $384K | Buy |
16,807
+889
| +6% | +$20.3K | 0.1% | 91 |
|
|
2020
Q1 | $350K | Hold |
15,918
| – | – | 0.11% | 83 |
|
|
2019
Q4 | $470K | Sell |
15,918
-1,126
| -7% | -$33.2K | 0.12% | 84 |
|
|
2019
Q3 | $487K | Buy |
17,044
+879
| +5% | +$25.1K | 0.13% | 73 |
|
|
2019
Q2 | $409K | Buy |
16,165
+39
| +0.2% | +$987 | 0.12% | 82 |
|
|
2019
Q1 | $382K | Sell |
16,126
-3,807
| -19% | -$90.2K | 0.12% | 86 |
|
|
2018
Q4 | $430K | Sell |
19,933
-745
| -4% | -$16.1K | 0.15% | 77 |
|
|
2018
Q3 | $524K | Hold |
20,678
| – | – | 0.17% | 76 |
|
|
2018
Q2 | $501K | Buy |
20,678
+103
| +0.5% | +$2.5K | 0.17% | 74 |
|
|
2018
Q1 | $554K | Buy |
20,575
+6,183
| +43% | +$166K | 0.2% | 72 |
|
|
2017
Q4 | $423K | Sell |
14,392
-2,817
| -16% | -$82.8K | 0.15% | 77 |
|
|
2017
Q3 | $509K | Hold |
17,209
| – | – | 0.19% | 73 |
|
|
2017
Q2 | $490K | Buy |
17,209
+70
| +0.4% | +$1.99K | 0.2% | 68 |
|
|
2017
Q1 | $538K | Hold |
17,139
| – | – | 0.22% | 66 |
|
|
2016
Q4 | $551K | Buy |
17,139
+2,248
| +15% | +$72.3K | 0.23% | 62 |
|
|
2016
Q3 | $457K | Sell |
14,891
-132
| -0.9% | -$4.05K | 0.2% | 65 |
|
|
2016
Q2 | $490K | Buy |
15,023
+26
| +0.2% | +$848 | 0.22% | 61 |
|
|
2016
Q1 | $444K | Hold |
14,997
| – | – | 0.2% | 62 |
|
|
2015
Q4 | $390K | Hold |
14,997
| – | – | 0.17% | 64 |
|
|
2015
Q3 | $369K | Sell |
14,997
-662
| -4% | -$16.3K | 0.17% | 64 |
|
|
2015
Q2 | $420K | Buy |
15,659
+530
| +4% | +$14.2K | 0.18% | 62 |
|
|
2015
Q1 | $373K | Hold |
15,129
| – | – | 0.16% | 70 |
|
|
2014
Q4 | $384K | Hold |
15,129
| – | – | 0.16% | 67 |
|
|
2014
Q3 | $403K | Sell |
15,129
-7,657
| -34% | -$204K | 0.19% | 63 |
|
|
2014
Q2 | $609K | Hold |
22,786
| – | – | 0.26% | 56 |
|
|
2014
Q1 | $604K | Hold |
22,786
| – | – | 0.27% | 57 |
|
|
2013
Q4 | $605K | Sell |
22,786
-37,628
| -62% | -$999K | 0.29% | 55 |
|
|
2013
Q3 | $1.54M | Buy |
60,414
+1,986
| +3% | +$50.7K | 0.8% | 36 |
|
|
2013
Q2 | $1.56M | Buy |
+58,428
| New | +$1.56M | 1% | 31 |
|