Hurlow Wealth Management Group’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 | $201K | Buy |
+6,935
| New | +$201K | 0.06% | 126 |
|
|
2024
Q2 | – | Sell |
-10,667
| Closed | -$188K | – | 119 |
|
|
2024
Q1 | $188K | Buy |
10,667
+346
| +3% | +$6.09K | 0.07% | 115 |
|
|
2023
Q4 | $173K | Sell |
10,321
-341
| -3% | -$5.72K | 0.07% | 110 |
|
|
2023
Q3 | $160K | Sell |
10,662
-689
| -6% | -$10.3K | 0.07% | 104 |
|
|
2023
Q2 | $181K | Sell |
11,351
-110
| -1% | -$1.75K | 0.08% | 107 |
|
|
2023
Q1 | $221K | Buy |
11,461
+16
| +0.1% | +$308 | 0.1% | 96 |
|
|
2022
Q4 | $211K | Buy |
11,445
+258
| +2% | +$4.75K | 0.11% | 95 |
|
|
2022
Q3 | $172K | Hold |
11,187
| – | – | 0.1% | 93 |
|
|
2022
Q2 | $234K | Sell |
11,187
-640
| -5% | -$13.4K | 0.13% | 88 |
|
|
2022
Q1 | $211K | Sell |
11,827
-4,111
| -26% | -$73.3K | 0.13% | 92 |
|
|
2021
Q4 | $345K | Buy |
15,938
+519
| +3% | +$11.2K | 0.27% | 63 |
|
|
2021
Q3 | $315K | Sell |
15,419
-764
| -5% | -$15.6K | 0.19% | 73 |
|
|
2021
Q2 | $352K | Sell |
16,183
-5,067
| -24% | -$110K | 0.23% | 67 |
|
|
2021
Q1 | $486K | Buy |
21,250
+2
| +0% | +$46 | 0.35% | 53 |
|
|
2020
Q4 | $462K | Buy |
21,248
+4,002
| +23% | +$87K | 0.36% | 48 |
|
|
2020
Q3 | $371K | Buy |
17,246
+2,581
| +18% | +$55.5K | 0.34% | 55 |
|
|
2020
Q2 | $330K | Hold |
14,665
| – | – | 0.32% | 60 |
|
|
2020
Q1 | $333K | Buy |
14,665
+130
| +0.9% | +$2.95K | 0.36% | 61 |
|
|
2019
Q4 | $416K | Buy |
14,535
+387
| +3% | +$11.1K | 0.41% | 56 |
|
|
2019
Q3 | $400K | Hold |
14,148
| – | – | 0.43% | 55 |
|
|
2019
Q2 | $358K | Sell |
14,148
-288
| -2% | -$7.29K | 0.38% | 62 |
|
|
2019
Q1 | $338K | Sell |
14,436
-1,334
| -8% | -$31.2K | 0.36% | 65 |
|
|
2018
Q4 | $365K | Buy |
+15,770
| New | +$365K | 0.44% | 51 |
|