Institutional & Family Asset Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.58M | Sell |
239,760
-6,503
| -3% | -$113K | 0.7% | 43 |
|
|
2024
Q1 | $4.33M | Sell |
246,263
-23,101
| -9% | -$394K | 0.69% | 55 |
|
|
2023
Q4 | $4.52M | Sell |
269,364
-33,838
| -11% | -$534K | 0.74% | 36 |
|
|
2023
Q3 | $4.55M | Buy |
303,202
+302,073
| +26,756% | +$4.43M | 0.74% | 40 |
|
|
2023
Q2 | $18K | Sell |
1,129
-41
| -4% | -$698 | ﹤0.01% | 321 |
|
|
2023
Q1 | $22.5K | Sell |
1,170
-1,208
| -51% | -$23.1K | ﹤0.01% | 294 |
|
|
2022
Q4 | $43.8K | Sell |
2,378
-185,702
| -99% | -$3.32M | 0.01% | 228 |
|
|
2022
Q3 | $2.88M | Buy |
188,080
+13,052
| +7% | +$237K | 0.51% | 64 |
|
|
2022
Q2 | $3.67M | Sell |
175,028
-42,966
| -20% | -$857K | 0.63% | 51 |
|
|
2022
Q1 | $3.89M | Buy |
217,994
+6,043
| +3% | +$112K | 0.61% | 53 |
|
|
2021
Q4 | $3.94M | Buy |
211,951
+27,219
| +15% | +$509K | 0.61% | 56 |
|
|
2021
Q3 | $3.77M | Buy |
184,732
+6,985
| +4% | +$147K | 0.6% | 57 |
|
|
2021
Q2 | $3.86M | Buy |
177,747
+29,809
| +20% | +$678K | 0.64% | 51 |
|
|
2021
Q1 | $3.38M | Buy |
147,938
+12,428
| +9% | +$275K | 0.65% | 42 |
|
|
2020
Q4 | $2.94M | Buy |
135,510
+3,694
| +3% | +$79.7K | 0.62% | 55 |
|
|
2020
Q3 | $2.84M | Buy |
131,816
+357
| +0.3% | +$7.98K | 0.66% | 53 |
|
|
2020
Q2 | $3M | Buy |
131,459
+5,036
| +4% | +$115K | 0.62% | 67 |
|
|
2020
Q1 | $2.78M | Buy |
126,423
+14,781
| +13% | +$404K | 0.64% | 62 |
|
|
2019
Q4 | $3.29M | Sell |
111,642
-18,932
| -14% | -$547K | 0.7% | 47 |
|
|
2019
Q3 | $3.73M | Sell |
130,574
-5,832
| -4% | -$155K | 0.82% | 34 |
|
|
2019
Q2 | $3.45M | Sell |
136,406
-5,445
| -4% | -$131K | 0.75% | 46 |
|
|
2019
Q1 | $3.36M | Buy |
141,851
+6,516
| +5% | +$150K | 0.71% | 53 |
|
|
2018
Q4 | $2.92M | Sell |
135,335
-6,706
| -5% | -$156K | 0.65% | 59 |
|
|
2018
Q3 | $3.6M | Buy |
142,041
+609
| +0.4% | +$14.9K | 0.71% | 52 |
|
|
2018
Q2 | $3.43M | Buy |
141,432
+13,817
| +11% | +$347K | 0.71% | 47 |
|
|
2018
Q1 | $3.44M | Sell |
127,615
-39,077
| -23% | -$1.09M | 0.73% | 49 |
|
|
2017
Q4 | $4.89M | Buy |
166,692
+32,379
| +24% | +$884K | 0.94% | 22 |
|
|
2017
Q3 | $3.97M | Buy |
134,313
+3,236
| +2% | +$91.9K | 0.8% | 40 |
|
|
2017
Q2 | $3.73M | Buy |
131,077
+11,491
| +10% | +$339K | 0.91% | 38 |
|
|
2017
Q1 | $3.75M | Sell |
119,586
-3,007
| -2% | -$94.6K | 1.17% | 35 |
|
|
2016
Q4 | $3.94M | Buy |
122,593
+8,096
| +7% | +$239K | 1.24% | 27 |
|
|
2016
Q3 | $3.51M | Buy |
114,497
+7,674
| +7% | +$243K | 1.17% | 39 |
|
|
2016
Q2 | $3.49M | Buy |
106,823
+3,243
| +3% | +$96.5K | 1.21% | 23 |
|
|
2016
Q1 | $2.69M | Sell |
103,580
-243
| -0.2% | -$6.73K | 1.01% | 37 |
|
|
2015
Q4 | $2.7M | Buy |
+103,823
| New | +$2.63M | 1.01% | 36 |
|
Other funds holding T
Institutional & Family Asset Management's T Position: Q2 2024 in Review
Institutional & Family Asset Management reduced its AT&T (T) stake by 2.6% in Q2 2024, selling an estimated $113K and leaving 239,760 shares worth $4.58M. The position accounts for 0.7% of the portfolio, ranked #43.
Institutional & Family Asset Management first reported a position in T in Q4 2015 and has held it in 35 quarters since. The position peaked at $4.89M in Q4 2017. 2,395 funds tracked by Wall St. Rank hold T as of Q2 2024.
- Institutional & Family Asset Management held 239,760 shares of AT&T worth $4.58M as of Q2 2024.
- Institutional & Family Asset Management sold 6,503 AT&T shares in Q2 2024, an estimated $113K.
- AT&T made up 0.7% of Institutional & Family Asset Management's portfolio in Q2 2024, its #43 holding.
- Institutional & Family Asset Management first reported a position in AT&T in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's AT&T position peaked at $4.89M in Q4 2017.
- 2,395 funds tracked by Wall St. Rank held AT&T as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.