IMS Capital Management’s AT&T T Stock Holding History

IMS Capital Management’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$259K	Buy	8,962 +508	+6%	+$14.7K	0.12%	128
2025 Q1	$239K	Buy	+8,454	New	+$239K	0.12%	122
2024 Q1	–	Sell	-24,944	Closed	-$419K	–	159
2023 Q4	$419K	Buy	+24,944	New	+$419K	0.21%	97
2021 Q2	–	Sell	-17,204	Closed	-$393K	–	140
2021 Q1	$393K	Buy	17,204 +2,159	+14%	+$49.3K	0.25%	79
2020 Q4	$327K	Buy	15,045 +2,372	+19%	+$51.6K	0.2%	88
2020 Q3	$273K	Hold	12,673	–	–	0.2%	90
2020 Q2	$289K	Sell	12,673 -28,533	-69%	-$651K	0.22%	93
2020 Q1	$907K	Buy	41,206 +16,320	+66%	+$359K	0.92%	29
2019 Q4	$735K	Sell	24,886 -564	-2%	-$16.7K	0.51%	52
2019 Q3	$727K	Buy	25,450 +13,505	+113%	+$386K	0.55%	46
2019 Q2	$302K	Buy	+11,945	New	+$302K	0.22%	94
2018 Q4	–	Sell	-11,141	Closed	-$283K	–	322
2018 Q3	$283K	Sell	11,141 -290	-3%	-$7.37K	0.19%	95
2018 Q2	$277K	Sell	11,431 -525	-4%	-$12.7K	0.18%	111
2018 Q1	$351K	Hold	11,956	–	–	0.22%	100
2017 Q4	$351K	Buy	11,956 +135	+1%	+$3.96K	0.22%	100
2017 Q3	$350K	Sell	11,821 -397	-3%	-$11.8K	0.22%	102
2017 Q2	$348K	Buy	12,218 +535	+5%	+$15.2K	0.33%	105
2017 Q1	$367K	Sell	11,683 -106	-0.9%	-$3.33K	0.37%	89
2016 Q4	$379K	Buy	11,789 +4,767	+68%	+$153K	0.41%	80
2016 Q3	$215K	Sell	7,022 -1,730	-20%	-$53K	0.25%	112
2016 Q2	$286K	Buy	+8,752	New	+$286K	0.33%	90
2015 Q2	–	Sell	-13,255	Closed	-$327K	–	162
2015 Q1	$327K	Sell	13,255 -14,881	-53%	-$367K	0.37%	92
2014 Q4	$714K	Buy	28,136 +9,003	+47%	+$228K	0.82%	44
2014 Q3	$509K	Hold	19,133	–	–	0.59%	73
2014 Q2	$511K	Sell	19,133 -19,595	-51%	-$523K	0.56%	72
2014 Q1	$1.03M	Buy	38,728 +794	+2%	+$21K	1.21%	14
2013 Q4	$1.01M	Buy	37,934 +715	+2%	+$19K	1.27%	12
2013 Q3	$951K	Buy	37,219 +28,731	+338%	+$734K	1.31%	14
2013 Q2	$227K	Buy	+8,488	New	+$227K	0.33%	98