Halpern Financial’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $60.5K | Hold |
2,726
| – | – | 0.02% | 89 |
|
|
2024
Q2 | $52.1K | Hold |
2,726
| – | – | 0.01% | 91 |
|
|
2024
Q1 | $48K | Hold |
2,726
| – | – | 0.01% | 92 |
|
|
2023
Q4 | $47K | Hold |
2,726
| – | – | 0.01% | 93 |
|
|
2023
Q3 | $40.9K | Sell |
2,726
-150
| -5% | -$2.25K | 0.01% | 88 |
|
|
2023
Q2 | $45.9K | Sell |
2,876
-208
| -7% | -$3.32K | 0.02% | 80 |
|
|
2023
Q1 | $59.4K | Sell |
3,084
-1,712
| -36% | -$33K | 0.02% | 74 |
|
|
2022
Q4 | $88.3K | Hold |
4,796
| – | – | 0.03% | 64 |
|
|
2022
Q3 | $73.6K | Hold |
4,796
| – | – | 0.03% | 66 |
|
|
2022
Q2 | $101K | Buy |
4,796
+3,554
| +286% | +$74.5K | 0.04% | 62 |
|
|
2022
Q1 | $22.2K | Buy |
1,242
+62
| +5% | +$1.11K | 0.01% | 134 |
|
|
2021
Q4 | $21.9K | Hold |
1,180
| – | – | 0.01% | 133 |
|
|
2021
Q3 | $24.1K | Buy |
1,180
+297
| +34% | +$6.06K | 0.01% | 105 |
|
|
2021
Q2 | $19.2K | Hold |
883
| – | – | 0.01% | 106 |
|
|
2021
Q1 | $20.2K | Hold |
883
| – | – | 0.01% | 97 |
|
|
2020
Q4 | $19.2K | Sell |
883
-73
| -8% | -$1.59K | 0.01% | 87 |
|
|
2020
Q3 | $20.6K | Sell |
956
-73
| -7% | -$1.57K | 0.01% | 74 |
|
|
2020
Q2 | $23.5K | Sell |
1,029
-218
| -17% | -$4.98K | 0.02% | 67 |
|
|
2020
Q1 | $27.5K | Buy |
+1,247
| New | +$27.5K | 0.03% | 57 |
|