Institutional & Family Asset Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$4.58M Sell
239,760
-6,503
-3% -$124K 0.7% 43
2024
Q1
$4.33M Sell
246,263
-23,101
-9% -$407K 0.69% 55
2023
Q4
$4.52M Sell
269,364
-33,838
-11% -$568K 0.74% 36
2023
Q3
$4.55M Buy
303,202
+302,073
+26,756% +$4.54M 0.74% 40
2023
Q2
$18K Sell
1,129
-41
-4% -$654 ﹤0.01% 320
2023
Q1
$22.5K Sell
1,170
-1,208
-51% -$23.2K ﹤0.01% 293
2022
Q4
$43.8K Sell
2,378
-185,702
-99% -$3.42M 0.01% 227
2022
Q3
$2.89M Buy
188,080
+13,052
+7% +$200K 0.51% 63
2022
Q2
$3.67M Sell
175,028
-42,966
-20% -$901K 0.63% 50
2022
Q1
$3.89M Buy
217,994
+6,043
+3% +$108K 0.61% 52
2021
Q4
$3.94M Buy
211,951
+27,219
+15% +$506K 0.61% 56
2021
Q3
$3.77M Buy
184,732
+6,985
+4% +$143K 0.6% 56
2021
Q2
$3.86M Buy
177,747
+29,809
+20% +$648K 0.64% 51
2021
Q1
$3.38M Buy
147,938
+12,428
+9% +$284K 0.65% 42
2020
Q4
$2.94M Buy
135,510
+3,694
+3% +$80.3K 0.62% 54
2020
Q3
$2.84M Buy
131,816
+357
+0.3% +$7.69K 0.66% 52
2020
Q2
$3M Buy
131,459
+5,036
+4% +$115K 0.62% 66
2020
Q1
$2.78M Buy
126,423
+14,781
+13% +$325K 0.64% 61
2019
Q4
$3.3M Sell
111,642
-18,932
-14% -$559K 0.7% 46
2019
Q3
$3.73M Sell
130,574
-5,832
-4% -$167K 0.82% 34
2019
Q2
$3.45M Sell
136,406
-5,445
-4% -$138K 0.75% 46
2019
Q1
$3.36M Buy
141,851
+6,516
+5% +$154K 0.71% 53
2018
Q4
$2.92M Sell
135,335
-6,706
-5% -$145K 0.65% 58
2018
Q3
$3.6M Buy
142,041
+609
+0.4% +$15.4K 0.71% 52
2018
Q2
$3.43M Buy
141,432
+13,817
+11% +$335K 0.71% 46
2018
Q1
$3.44M Sell
127,615
-39,077
-23% -$1.05M 0.73% 48
2017
Q4
$4.9M Buy
166,692
+32,379
+24% +$951K 0.94% 21
2017
Q3
$3.97M Buy
134,313
+3,236
+2% +$95.7K 0.8% 39
2017
Q2
$3.74M Buy
131,077
+11,491
+10% +$327K 0.91% 38
2017
Q1
$3.75M Sell
119,586
-3,007
-2% -$94.4K 1.17% 35
2016
Q4
$3.94M Buy
122,593
+8,096
+7% +$260K 1.24% 27
2016
Q3
$3.51M Buy
114,497
+7,674
+7% +$235K 1.17% 39
2016
Q2
$3.49M Buy
106,823
+3,243
+3% +$106K 1.21% 23
2016
Q1
$2.69M Sell
103,580
-243
-0.2% -$6.32K 1.01% 37
2015
Q4
$2.7M Buy
+103,823
New +$2.7M 1.01% 36