HighMark Wealth 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
$84K Buy
2,904
+494
+20% +$14.3K 0.04% 126
2025
Q1
$68.1K Buy
2,410
+162
+7% +$4.58K 0.04% 110
2024
Q4
$51.2K Sell
2,248
-618
-22% -$14.1K 0.03% 127
2024
Q3
$63.1K Buy
2,866
+506
+21% +$11.1K 0.03% 131
2024
Q2
$45.1K Buy
2,360
+156
+7% +$2.98K 0.03% 141
2024
Q1
$40.8K Buy
2,204
+811
+58% +$15K 0.03% 148
2023
Q4
$23.4K Buy
1,393
+4
+0.3% +$67 0.02% 179
2023
Q3
$20.9K Buy
1,389
+5
+0.4% +$75 0.02% 174
2023
Q2
$22.1K Buy
1,384
+3
+0.2% +$48 0.02% 176
2023
Q1
$26.6K Buy
1,381
+3
+0.2% +$58 0.02% 182
2022
Q4
$25.4K Sell
1,378
-2,396
-63% -$44.1K 0.02% 150
2022
Q3
$58K Buy
3,774
+102
+3% +$1.57K 0.05% 92
2022
Q2
$77K Sell
3,672
-1,187
-24% -$24.9K 0.06% 78
2022
Q1
$87K Sell
4,859
-755
-13% -$13.5K 0.06% 79
2021
Q4
$104K Buy
5,614
+4
+0.1% +$74 0.07% 78
2021
Q3
$114K Buy
5,610
+3
+0.1% +$61 0.08% 72
2021
Q2
$122K Sell
5,607
-50
-0.9% -$1.09K 0.09% 66
2021
Q1
$129K Buy
5,657
+2
+0% +$46 0.1% 61
2020
Q4
$123K Sell
5,655
-37
-0.7% -$805 0.11% 58
2020
Q3
$123K Buy
5,692
+3
+0.1% +$65 0.11% 56
2020
Q2
$130K Buy
5,689
+2
+0% +$46 0.14% 49
2020
Q1
$125K Buy
5,687
+4
+0.1% +$88 0.15% 41
2019
Q4
$167K Buy
+5,683
New +$167K 0.18% 43