J.P. Marvel Investment Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.29M | Buy |
44,595
+17,215
| +63% | +$498K | 0.21% | 52 |
|
2025
Q1 | $774K | Buy |
+27,380
| New | +$774K | 0.13% | 57 |
|
2021
Q3 | – | Sell |
-193,214
| Closed | -$4.2M | – | 71 |
|
2021
Q2 | $4.2M | Buy |
193,214
+5,627
| +3% | +$122K | 0.89% | 35 |
|
2021
Q1 | $4.29M | Buy |
187,587
+682
| +0.4% | +$15.6K | 1.02% | 34 |
|
2020
Q4 | $4.06M | Buy |
186,905
+1,853
| +1% | +$40.3K | 1.05% | 34 |
|
2020
Q3 | $3.99M | Sell |
185,052
-1,204
| -0.6% | -$25.9K | 1.15% | 34 |
|
2020
Q2 | $4.25M | Sell |
186,256
-345
| -0.2% | -$7.88K | 1.34% | 33 |
|
2020
Q1 | $4.11M | Buy |
186,601
+16,352
| +10% | +$360K | 1.56% | 29 |
|
2019
Q4 | $5.03M | Buy |
170,249
+3,808
| +2% | +$112K | 1.45% | 32 |
|
2019
Q3 | $4.76M | Buy |
+166,441
| New | +$4.76M | 1.52% | 32 |
|
2019
Q1 | $3.41M | Buy |
144,082
+5,296
| +4% | +$125K | 1.11% | 37 |
|
2018
Q4 | $2.99M | Buy |
+138,786
| New | +$2.99M | 1.08% | 37 |
|
2018
Q2 | $3.42M | Buy |
141,195
+352
| +0.2% | +$8.54K | 1.05% | 40 |
|
2018
Q1 | $3.79M | Sell |
140,843
-3,376
| -2% | -$90.9K | 1.17% | 39 |
|
2017
Q4 | $4.24M | Sell |
144,219
-1,496
| -1% | -$43.9K | 1.29% | 36 |
|
2017
Q3 | $4.31M | Sell |
145,715
-1,666
| -1% | -$49.3K | 1.37% | 32 |
|
2017
Q2 | $4.2M | Sell |
147,381
-6,124
| -4% | -$175K | 1.39% | 34 |
|
2017
Q1 | $4.82M | Sell |
153,505
-4,044
| -3% | -$127K | 1.59% | 25 |
|
2016
Q4 | $5.06M | Sell |
157,549
-2,397
| -1% | -$77K | 1.73% | 24 |
|
2016
Q3 | $4.91M | Sell |
159,946
-5,667
| -3% | -$174K | 1.74% | 25 |
|
2016
Q2 | $5.41M | Sell |
165,613
-5,196
| -3% | -$170K | 1.89% | 20 |
|
2016
Q1 | $5.05M | Buy |
170,809
+80,353
| +89% | +$2.38M | 1.82% | 21 |
|
2015
Q4 | $2.35M | Buy |
+90,456
| New | +$2.35M | 0.82% | 44 |
|
2015
Q2 | $2.3M | Buy |
85,650
+8,380
| +11% | +$225K | 0.77% | 44 |
|
2015
Q1 | $1.91M | Buy |
77,270
+569
| +0.7% | +$14K | 0.65% | 48 |
|
2014
Q4 | $1.95M | Hold |
76,701
| – | – | 0.68% | 48 |
|
2014
Q3 | $2.04M | Buy |
76,701
+32,332
| +73% | +$860K | 0.74% | 51 |
|
2014
Q2 | $1.19M | Buy |
44,369
+13,677
| +45% | +$365K | 0.4% | 57 |
|
2014
Q1 | $813K | Sell |
30,692
-159
| -0.5% | -$4.21K | 0.29% | 61 |
|
2013
Q4 | $819K | Hold |
30,851
| – | – | 0.29% | 60 |
|
2013
Q3 | $788K | Buy |
30,851
+306
| +1% | +$7.82K | 0.31% | 60 |
|
2013
Q2 | $817K | Buy |
+30,545
| New | +$817K | 0.34% | 56 |
|