Kanen Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-175,000
| Closed | -$3.22M | – | 25 |
|
|
2022
Q4 | $3.22M | Hold |
175,000
| – | – | 1.65% | 13 |
|
|
2022
Q3 | $2.68M | Buy |
175,000
+75,000
| +75% | +$1.15M | 1.57% | 16 |
|
|
2022
Q2 | $2.1M | Buy |
+100,000
| New | +$2.1M | 1.14% | 14 |
|
|
2021
Q3 | – | Sell |
-322,254
| Closed | -$7.01M | – | 31 |
|
|
2021
Q2 | $7.01M | Buy |
322,254
+43,912
| +16% | +$955K | 1.6% | 13 |
|
|
2021
Q1 | $6.36M | Buy |
+278,342
| New | +$6.36M | 3.31% | 9 |
|