Hummer Financial Advisory Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,865
| Closed | -$230K | – | 101 |
|
|
2022
Q1 | $230K | Buy |
12,865
+707
| +6% | +$12.6K | 0.21% | 93 |
|
|
2021
Q4 | $226K | Sell |
12,158
-3,310
| -21% | -$61.5K | 0.19% | 95 |
|
|
2021
Q3 | $316K | Hold |
15,468
| – | – | 0.29% | 75 |
|
|
2021
Q2 | $336K | Hold |
15,468
| – | – | 0.31% | 72 |
|
|
2021
Q1 | $354K | Sell |
15,468
-1,469
| -9% | -$33.6K | 0.34% | 68 |
|
|
2020
Q4 | $368K | Sell |
16,937
-264
| -2% | -$5.74K | 0.39% | 64 |
|
|
2020
Q3 | $370K | Hold |
17,201
| – | – | 0.44% | 56 |
|
|
2020
Q2 | $393K | Buy |
17,201
+1,468
| +9% | +$33.5K | 0.5% | 48 |
|
|
2020
Q1 | $346K | Buy |
15,733
+1,059
| +7% | +$23.3K | 0.52% | 52 |
|
|
2019
Q4 | $433K | Buy |
+14,674
| New | +$433K | 0.47% | 60 |
|