HHGA
Halbert Hargrove Global Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-195
| Closed | -$5.51K | – | 611 |
|
|
2025
Q1 | $5.51K | Buy |
+195
| New | +$5.51K | ﹤0.01% | 289 |
|
|
2023
Q2 | – | Sell |
-10,861
| Closed | -$209K | – | 152 |
|
|
2023
Q1 | $209K | Buy |
10,861
+235
| +2% | +$4.52K | 0.01% | 148 |
|
|
2022
Q4 | $196K | Sell |
10,626
-3,978
| -27% | -$73.2K | 0.01% | 152 |
|
|
2022
Q3 | $224K | Buy |
14,604
+283
| +2% | +$4.34K | 0.02% | 130 |
|
|
2022
Q2 | $301K | Buy |
14,321
+4,193
| +41% | +$88.1K | 0.02% | 104 |
|
|
2022
Q1 | $239K | Buy |
10,128
+1,429
| +16% | +$33.7K | 0.02% | 136 |
|
|
2021
Q4 | $214K | Sell |
8,699
-2,106
| -19% | -$51.8K | 0.01% | 148 |
|
|
2021
Q3 | $292K | Buy |
10,805
+4
| +0% | +$108 | 0.02% | 108 |
|
|
2021
Q2 | $311K | Sell |
10,801
-346
| -3% | -$9.96K | 0.02% | 104 |
|
|
2021
Q1 | $337K | Buy |
11,147
+320
| +3% | +$9.67K | 0.02% | 81 |
|
|
2020
Q4 | $311K | Sell |
10,827
-777
| -7% | -$22.3K | 0.02% | 78 |
|
|
2020
Q3 | $331K | Sell |
11,604
-1,385
| -11% | -$39.5K | 0.03% | 64 |
|
|
2020
Q2 | $393K | Sell |
12,989
-1,165
| -8% | -$35.2K | 0.06% | 49 |
|
|
2020
Q1 | $412K | Sell |
14,154
-271
| -2% | -$7.89K | 0.07% | 39 |
|
|
2019
Q4 | $564K | Sell |
14,425
-468
| -3% | -$18.3K | 0.15% | 28 |
|
|
2019
Q3 | $564K | Buy |
14,893
+497
| +3% | +$18.8K | 0.15% | 28 |
|
|
2019
Q2 | $482K | Buy |
14,396
+383
| +3% | +$12.8K | 0.13% | 27 |
|
|
2019
Q1 | $439K | Buy |
14,013
+1,378
| +11% | +$43.2K | 1.55% | 14 |
|
|
2018
Q4 | $361K | Sell |
12,635
-1,407
| -10% | -$40.2K | 0.08% | 43 |
|
|
2018
Q3 | $472K | Buy |
14,042
+3,543
| +34% | +$119K | 0.12% | 32 |
|
|
2018
Q2 | $337K | Buy |
10,499
+961
| +10% | +$30.8K | 0.09% | 46 |
|
|
2018
Q1 | $340K | Buy |
9,538
+48
| +0.5% | +$1.71K | 0.09% | 41 |
|
|
2017
Q4 | $369K | Buy |
9,490
+1,108
| +13% | +$43.1K | 0.1% | 37 |
|
|
2017
Q3 | $328K | Sell |
8,382
-1,861
| -18% | -$72.8K | 0.09% | 42 |
|
|
2017
Q2 | $386K | Sell |
10,243
-158
| -2% | -$5.95K | 0.1% | 38 |
|
|
2017
Q1 | $432K | Sell |
10,401
-700
| -6% | -$29.1K | 0.11% | 41 |
|
|
2016
Q4 | $472K | Buy |
11,101
+1,011
| +10% | +$43K | 0.13% | 34 |
|
|
2016
Q3 | $410K | Sell |
10,090
-1,528
| -13% | -$62.1K | 0.12% | 36 |
|
|
2016
Q2 | $502K | Buy |
11,618
+459
| +4% | +$19.8K | 0.14% | 29 |
|
|
2016
Q1 | $437K | Sell |
11,159
-984
| -8% | -$38.5K | 0.16% | 30 |
|
|
2015
Q4 | $418K | Sell |
12,143
-517
| -4% | -$17.8K | 0.18% | 37 |
|
|
2015
Q3 | $412K | Sell |
12,660
-8,337
| -40% | -$271K | 0.2% | 33 |
|
|
2015
Q2 | $746K | Sell |
20,997
-1,416
| -6% | -$50.3K | 0.18% | 43 |
|
|
2015
Q1 | $732K | Buy |
22,413
+11,219
| +100% | +$366K | 0.23% | 48 |
|
|
2014
Q4 | $376K | Sell |
11,194
-536
| -5% | -$18K | 0.19% | 57 |
|
|
2014
Q3 | $413K | Buy |
11,730
+38
| +0.3% | +$1.34K | 0.11% | 69 |
|
|
2014
Q2 | $413K | Sell |
11,692
-35
| -0.3% | -$1.24K | 0.12% | 60 |
|
|
2014
Q1 | $411K | Sell |
11,727
-1,561
| -12% | -$54.7K | 0.13% | 56 |
|
|
2013
Q4 | $467K | Buy |
13,288
+84
| +0.6% | +$2.95K | 0.14% | 48 |
|
|
2013
Q3 | $447K | Sell |
13,204
-3,847
| -23% | -$130K | 0.15% | 47 |
|
|
2013
Q2 | $604K | Buy |
+17,051
| New | +$604K | 0.22% | 35 |
|