Karpas Strategies’s AT&T T Stock Holding History

Karpas Strategies’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$943K	Sell	49,327 -886	-2%	-$16.9K	0.3%	66
2024 Q1	$884K	Sell	50,213 -563	-1%	-$9.91K	0.27%	65
2023 Q4	$852K	Sell	50,776 -7,824	-13%	-$131K	0.28%	64
2023 Q3	$880K	Sell	58,600 -381	-0.6%	-$5.72K	0.32%	63
2023 Q2	$941K	Sell	58,981 -629	-1%	-$10K	0.32%	61
2023 Q1	$1.15M	Sell	59,610 -1,593	-3%	-$30.7K	0.4%	52
2022 Q4	$1.13M	Sell	61,203 -559	-0.9%	-$10.3K	0.4%	54
2022 Q3	$947K	Sell	61,762 -2,224	-3%	-$34.1K	0.36%	52
2022 Q2	$1.34M	Sell	63,986 -22,936	-26%	-$481K	0.47%	46
2022 Q1	$1.55M	Buy	86,922 +2,897	+3%	+$51.7K	0.49%	47
2021 Q4	$1.56M	Buy	84,025 +655	+0.8%	+$12.2K	0.5%	46
2021 Q3	$1.59M	Hold	83,370	–	–	0.52%	44
2021 Q2	$1.81M	Sell	83,370 -1,059	-1%	-$23K	0.64%	38
2021 Q1	$1.93M	Buy	84,429 +1,450	+2%	+$33.1K	0.73%	35
2020 Q4	$1.8M	Buy	82,979 +122	+0.1%	+$2.65K	0.71%	35
2020 Q3	$1.78M	Hold	82,857	–	–	0.82%	33
2020 Q2	$1.89M	Hold	82,857	–	–	0.91%	31
2020 Q1	$1.82M	Hold	82,857	–	–	0.99%	27
2019 Q4	$2.45M	Hold	82,857	–	–	0.92%	32
2019 Q3	$2.37M	Hold	82,857	–	–	0.96%	31
2019 Q2	$2.1M	Hold	82,857	–	–	0.87%	33
2019 Q1	$1.96M	Buy	82,857 +234	+0.3%	+$5.54K	0.83%	34
2018 Q4	$1.78M	Sell	82,623 -654	-0.8%	-$14.1K	0.83%	34
2018 Q3	$2.11M	Hold	83,277	–	–	0.87%	34
2018 Q2	$2.02M	Buy	83,277 +7,821	+10%	+$190K	0.87%	32
2018 Q1	$2.03M	Hold	75,456	–	–	0.88%	31
2017 Q4	$2.22M	Sell	75,456 -8,454	-10%	-$248K	0.95%	31
2017 Q3	$2.48M	Hold	83,910	–	–	1.09%	28
2017 Q2	$2.39M	Hold	83,910	–	–	1.08%	29
2017 Q1	$2.63M	Sell	83,910 -1,075	-1%	-$33.7K	1.2%	26
2016 Q4	$2.73M	Buy	84,985 +1,599	+2%	+$51.4K	1.29%	26
2016 Q3	$2.56M	Sell	83,386 -264	-0.3%	-$8.1K	1.25%	25
2016 Q2	$2.73M	Hold	83,650	–	–	1.36%	24
2016 Q1	$2.48M	Hold	83,650	–	–	1.28%	24
2015 Q4	$2.17M	Hold	83,650	–	–	1.15%	27
2015 Q3	$2.06M	Buy	83,650 +73,531	+727%	+$1.81M	1.14%	26
2015 Q2	$271K	Hold	10,119	–	–	0.14%	103
2015 Q1	$250K	Hold	10,119	–	–	0.12%	107
2014 Q4	$257K	Hold	10,119	–	–	0.12%	102
2014 Q3	$269K	Buy	10,119 +2,118	+26%	+$56.3K	0.13%	98
2014 Q2	$214K	Buy	+8,001	New	+$214K	0.11%	113