Guardian Investment Management’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
$973K Sell
33,626
-600
-2% -$17.4K 0.98% 34
2025
Q1
$968K Sell
34,226
-12,000
-26% -$339K 0.81% 33
2024
Q4
$1.05M Sell
46,226
-4,400
-9% -$100K 0.75% 34
2024
Q3
$1.11M Sell
50,626
-4,300
-8% -$94.6K 0.96% 32
2024
Q2
$1.05M Sell
54,926
-50
-0.1% -$956 0.75% 36
2024
Q1
$968K Sell
54,976
-4,156
-7% -$73.1K 0.78% 38
2023
Q4
$992K Sell
59,132
-2,031
-3% -$34.1K 0.84% 34
2023
Q3
$919K Buy
61,163
+500
+0.8% +$7.51K 0.83% 32
2023
Q2
$968K Sell
60,663
-129,500
-68% -$2.07M 0.82% 35
2023
Q1
$5.76M Buy
190,163
+124,000
+187% +$3.75M 4.31% 4
2022
Q4
$1.22M Sell
66,163
-50,400
-43% -$928K 1.15% 31
2022
Q3
$1.79M Buy
116,563
+19,750
+20% +$303K 1.81% 22
2022
Q2
$2.03M Sell
96,813
-36,001
-27% -$755K 1.77% 22
2022
Q1
$2.37M Sell
132,814
-9,202
-6% -$164K 1.84% 20
2021
Q4
$2.64M Sell
142,016
-7,031
-5% -$131K 1.83% 19
2021
Q3
$3.04M Sell
149,047
-37,420
-20% -$763K 2.24% 15
2021
Q2
$4.05M Sell
186,467
-65,309
-26% -$1.42M 2.77% 11
2021
Q1
$5.76M Buy
251,776
+5,098
+2% +$117K 4.09% 5
2020
Q4
$5.36M Sell
246,678
-2,990
-1% -$64.9K 4.06% 4
2020
Q3
$5.38M Sell
249,668
-2,974
-1% -$64K 4.69% 4
2020
Q2
$5.77M Buy
252,642
+19,042
+8% +$435K 5.23% 3
2020
Q1
$5.14M Buy
233,600
+7,584
+3% +$167K 5.27% 3
2019
Q4
$6.67M Buy
226,016
+4,035
+2% +$119K 5.3% 3
2019
Q3
$6.34M Buy
221,981
+2,625
+1% +$75K 5.64% 2
2019
Q2
$5.55M Sell
219,356
-2,345
-1% -$59.4K 4.83% 4
2019
Q1
$5.25M Sell
221,701
-5,655
-2% -$134K 4.55% 4
2018
Q4
$4.9M Buy
227,356
+8,352
+4% +$180K 4.53% 4
2018
Q3
$5.55M Buy
219,004
+29,395
+16% +$745K 4.89% 3
2018
Q2
$4.6M Buy
189,609
+14,636
+8% +$355K 4.4% 3
2018
Q1
$4.71M Buy
174,973
+3,817
+2% +$103K 5.02% 3
2017
Q4
$5.03M Buy
171,156
+8,521
+5% +$250K 5.3% 3
2017
Q3
$4.81M Buy
162,635
+689
+0.4% +$20.4K 5.32% 2
2017
Q2
$4.61M Sell
161,946
-3,219
-2% -$91.7K 5.1% 1
2017
Q1
$5.18M Buy
165,165
+9,381
+6% +$294K 5.64% 1
2016
Q4
$5M Sell
155,784
-22,199
-12% -$713K 5.78% 1
2016
Q3
$5.81M Hold
177,983
6.46% 1
2016
Q2
$5.81M Sell
177,983
-5,853
-3% -$191K 6.46% 1
2016
Q1
$5.44M Sell
183,836
-11,500
-6% -$340K 6.23% 1
2015
Q4
$5.07M Buy
195,336
+708
+0.4% +$18.4K 5.44% 2
2015
Q3
$4.72M Sell
194,628
-1,324
-0.7% -$32.1K 5.24% 2
2015
Q2
$5.26M Buy
195,952
+66,200
+51% +$1.78M 5.88% 1
2015
Q1
$3.19M Hold
129,752
3.55% 9
2014
Q4
$3.29M Hold
129,752
3.47% 7
2014
Q3
$2.37M Hold
129,752
2.74% 10
2014
Q2
$3.47M Hold
129,752
3.78% 3
2014
Q1
$2.37M Hold
129,752
2.74% 10
2013
Q4
$3.45M Hold
129,752
3.82% 3
2013
Q3
$3.31M Hold
129,752
4.51% 3
2013
Q2
$3.48M Buy
+129,752
New +$3.48M 5.02% 3