Icon Wealth Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $222K | Sell |
14,776
-2,793
| -16% | -$42K | 0.03% | 267 |
|
|
2023
Q2 | $280K | Sell |
17,569
-672
| -4% | -$10.7K | 0.03% | 265 |
|
|
2023
Q1 | $351K | Buy |
+18,241
| New | +$351K | 0.04% | 236 |
|
|
2022
Q2 | $338K | Sell |
16,138
-82
| -0.5% | -$1.72K | 0.04% | 229 |
|
|
2022
Q1 | $289K | Buy |
16,220
+839
| +5% | +$14.9K | 0.03% | 273 |
|
|
2021
Q4 | $286K | Buy |
15,381
+1,603
| +12% | +$29.8K | 0.03% | 268 |
|
|
2021
Q3 | $281K | Sell |
13,778
-8,637
| -39% | -$176K | 0.03% | 289 |
|
|
2021
Q2 | $487K | Sell |
22,415
-10,297
| -31% | -$224K | 0.05% | 227 |
|
|
2021
Q1 | $748K | Buy |
32,712
+6,187
| +23% | +$141K | 0.09% | 168 |
|
|
2020
Q4 | $576K | Sell |
26,525
-9,925
| -27% | -$216K | 0.09% | 160 |
|
|
2020
Q3 | $785K | Sell |
36,450
-32,879
| -47% | -$708K | 0.15% | 111 |
|
|
2020
Q2 | $1.58M | Buy |
69,329
+39,046
| +129% | +$892K | 0.38% | 48 |
|
|
2020
Q1 | $667K | Buy |
30,283
+678
| +2% | +$14.9K | 0.26% | 51 |
|
|
2019
Q4 | $874K | Sell |
29,605
-76
| -0.3% | -$2.24K | 0.28% | 50 |
|
|
2019
Q3 | $848K | Buy |
29,681
+2,195
| +8% | +$62.7K | 0.29% | 48 |
|
|
2019
Q2 | $696K | Buy |
27,486
+3,710
| +16% | +$93.9K | 0.25% | 55 |
|
|
2019
Q1 | $563K | Sell |
23,776
-1,731
| -7% | -$41K | 0.21% | 62 |
|
|
2018
Q4 | $550K | Sell |
25,507
-1,905
| -7% | -$41.1K | 0.27% | 58 |
|
|
2018
Q3 | $695K | Buy |
27,412
+9,235
| +51% | +$234K | 0.29% | 56 |
|
|
2018
Q2 | $441K | Buy |
18,177
+5,247
| +41% | +$127K | 0.19% | 87 |
|
|
2018
Q1 | $348K | Sell |
12,930
-336
| -3% | -$9.04K | 0.19% | 113 |
|
|
2017
Q4 | $390K | Buy |
+13,266
| New | +$390K | 0.19% | 111 |
|