Herold Advisors’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 | $3.29M | Buy |
113,733
+28,170
| +33% | +$815K | 0.69% | 35 |
|
|
2025
Q1 | $2.42M | Sell |
85,563
-1,672
| -2% | -$47.3K | 0.53% | 54 |
|
|
2024
Q4 | $1.99M | Buy |
87,235
+4,270
| +5% | +$97.2K | 0.43% | 61 |
|
|
2024
Q3 | $1.83M | Buy |
82,965
+6,700
| +9% | +$147K | 0.4% | 68 |
|
|
2024
Q2 | $1.46M | Buy |
76,265
+2,340
| +3% | +$44.7K | 0.34% | 81 |
|
|
2024
Q1 | $1.3M | Buy |
73,925
+4,435
| +6% | +$78.1K | 0.31% | 92 |
|
|
2023
Q4 | $1.17M | Buy |
69,490
+3,880
| +6% | +$65.1K | 0.32% | 91 |
|
|
2023
Q3 | $985K | Buy |
65,610
+4,333
| +7% | +$65.1K | 0.3% | 100 |
|
|
2023
Q2 | $977K | Sell |
61,277
-4,474
| -7% | -$71.4K | 0.3% | 99 |
|
|
2023
Q1 | $1.27M | Buy |
65,751
+2,537
| +4% | +$48.8K | 0.44% | 77 |
|
|
2022
Q4 | $1.16M | Buy |
63,214
+3,555
| +6% | +$65.4K | 0.49% | 67 |
|
|
2022
Q3 | $915K | Buy |
59,659
+214
| +0.4% | +$3.28K | 0.44% | 78 |
|
|
2022
Q2 | $1.25M | Sell |
59,445
-29,711
| -33% | -$622K | 0.55% | 63 |
|
|
2022
Q1 | $1.59M | Buy |
89,156
+4
| +0% | +$71 | 0.57% | 52 |
|
|
2021
Q4 | $1.66M | Buy |
89,152
+1,416
| +2% | +$26.3K | 0.64% | 51 |
|
|
2021
Q3 | $1.79M | Buy |
+87,736
| New | +$1.79M | 0.7% | 37 |
|