IPG Investment Advisors’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
Q4 | – | Sell |
-13,100
| Closed | -$288K | – | 206 |
|
|
2024
Q3 | $288K | Hold |
13,100
| – | – | 0.06% | 130 |
|
|
2024
Q2 | $250K | Hold |
13,100
| – | – | 0.05% | 140 |
|
|
2024
Q1 | $231K | Sell |
13,100
-5,673
| -30% | -$96.9K | 0.05% | 137 |
|
|
2023
Q4 | $315K | Sell |
18,773
-974
| -5% | -$15.4K | 0.06% | 139 |
|
|
2023
Q3 | $297K | Buy |
19,747
+3,173
| +19% | +$46.5K | 0.07% | 129 |
|
|
2023
Q2 | $264K | Hold |
16,574
| – | – | 0.06% | 138 |
|
|
2023
Q1 | $319K | Hold |
16,574
| – | – | 0.07% | 116 |
|
|
2022
Q4 | $305K | Sell |
16,574
-2,411
| -13% | -$43.2K | 0.09% | 98 |
|
|
2022
Q3 | $291K | Sell |
18,985
-500
| -3% | -$9.1K | 0.08% | 94 |
|
|
2022
Q2 | $408K | Sell |
19,485
-19,348
| -50% | -$386K | 0.1% | 86 |
|
|
2022
Q1 | $693K | Buy |
38,833
+1,986
| +5% | +$36.7K | 0.13% | 79 |
|
|
2021
Q4 | $685K | Buy |
36,847
+11,731
| +47% | +$219K | 0.12% | 92 |
|
|
2021
Q3 | $512K | Buy |
25,116
+13,107
| +109% | +$275K | 0.16% | 66 |
|
|
2021
Q2 | $261K | Sell |
12,009
-191,753
| -94% | -$4.36M | 0.08% | 112 |
|
|
2021
Q1 | $4.66M | Buy |
203,762
+185,823
| +1,036% | +$4.11M | 0.91% | 33 |
|
|
2020
Q4 | $390K | Sell |
17,939
-3,542
| -16% | -$76.4K | 0.09% | 106 |
|
|
2020
Q3 | $463K | Buy |
21,481
+6,554
| +44% | +$146K | 0.13% | 85 |
|
|
2020
Q2 | $341K | Sell |
14,927
-2,212
| -13% | -$50.4K | 0.12% | 94 |
|
|
2020
Q1 | $377K | Buy |
17,139
+3,462
| +25% | +$94.6K | 0.16% | 79 |
|
|
2019
Q4 | $404K | Sell |
13,677
-1,192
| -8% | -$34.4K | 0.13% | 91 |
|
|
2019
Q3 | $425K | Sell |
14,869
-1,880
| -11% | -$49.8K | 0.15% | 73 |
|
|
2019
Q2 | $424K | Buy |
16,749
+596
| +4% | +$14.3K | 0.15% | 82 |
|
|
2019
Q1 | $383K | Sell |
16,153
-529
| -3% | -$12.2K | 0.13% | 95 |
|
|
2018
Q4 | $360K | Sell |
16,682
-7,355
| -31% | -$171K | 0.14% | 87 |
|
|
2018
Q3 | $610K | Sell |
24,037
-2,840
| -11% | -$69.6K | 0.2% | 71 |
|
|
2018
Q2 | $652K | Sell |
26,877
-3,443
| -11% | -$86.4K | 0.23% | 69 |
|
|
2018
Q1 | $816K | Buy |
30,320
+4,303
| +17% | +$120K | 0.27% | 53 |
|
|
2017
Q4 | $764K | Buy |
26,017
+6,356
| +32% | +$174K | 0.32% | 47 |
|
|
2017
Q3 | $582K | Buy |
19,661
+529
| +3% | +$15K | 0.2% | 64 |
|
|
2017
Q2 | $545K | Sell |
19,132
-312
| -2% | -$9.2K | 0.22% | 63 |
|
|
2017
Q1 | $610K | Sell |
19,444
-825
| -4% | -$26K | 0.28% | 54 |
|
|
2016
Q4 | $651K | Buy |
20,269
+1,501
| +8% | +$44.3K | 0.26% | 61 |
|
|
2016
Q3 | $576K | Buy |
18,768
+7,382
| +65% | +$233K | 0.24% | 59 |
|
|
2016
Q2 | $372K | Hold |
11,386
| – | – | 0.15% | 84 |
|
|
2016
Q1 | $337K | Sell |
11,386
-1,152
| -9% | -$31.9K | 0.15% | 76 |
|
|
2015
Q4 | $326K | Buy |
12,538
+860
| +7% | +$21.8K | 0.15% | 81 |
|
|
2015
Q3 | $287K | Hold |
11,678
| – | – | 0.13% | 92 |
|
|
2015
Q2 | $313K | Buy |
11,678
+2,847
| +32% | +$73.6K | 0.11% | 100 |
|
|
2015
Q1 | $218K | Sell |
8,831
-2,648
| -23% | -$67.3K | 0.08% | 110 |
|
|
2014
Q4 | $291K | Buy |
11,479
+3,442
| +43% | +$89.3K | 0.11% | 92 |
|
|
2014
Q3 | $214K | Sell |
8,037
-2,648
| -25% | -$70.4K | 0.08% | 93 |
|
|
2014
Q2 | $285K | Hold |
10,685
| – | – | 0.12% | 75 |
|
|
2014
Q1 | $283K | Buy |
+10,685
| New | +$268K | 0.13% | 61 |
|
Other funds holding T
