Kavar Capital Partners Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,498
| Closed | -$269K | – | 176 |
|
|
2021
Q4 | $269K | Sell |
14,498
-110,400
| -88% | -$2.06M | 0.06% | 141 |
|
|
2021
Q3 | $2.55M | Sell |
124,898
-9,640
| -7% | -$203K | 0.58% | 53 |
|
|
2021
Q2 | $2.92M | Sell |
134,538
-4,475
| -3% | -$102K | 0.71% | 41 |
|
|
2021
Q1 | $3.18M | Buy |
139,013
+4,766
| +4% | +$105K | 0.86% | 37 |
|
|
2020
Q4 | $2.92M | Sell |
134,247
-1,291
| -1% | -$27.8K | 0.84% | 37 |
|
|
2020
Q3 | $2.92M | Buy |
135,538
+1,715
| +1% | +$38.3K | 0.98% | 31 |
|
|
2020
Q2 | $3.06M | Buy |
133,823
+9,315
| +7% | +$212K | 1.17% | 29 |
|
|
2020
Q1 | $2.74M | Sell |
124,508
-7,561
| -6% | -$207K | 1.31% | 23 |
|
|
2019
Q4 | $3.9M | Buy |
132,069
+1,018
| +0.8% | +$29.4K | 1.44% | 20 |
|
|
2019
Q3 | $3.75M | Sell |
131,051
-33
| -0% | -$874 | 1.46% | 19 |
|
|
2019
Q2 | $3.32M | Buy |
131,084
+3,858
| +3% | +$92.5K | 1.3% | 22 |
|
|
2019
Q1 | $3.01M | Buy |
127,226
+3,121
| +3% | +$71.8K | 1.34% | 23 |
|
|
2018
Q4 | $2.67M | Sell |
124,105
-2,598
| -2% | -$60.5K | 1.44% | 22 |
|
|
2018
Q3 | $3.21M | Buy |
126,703
+1,344
| +1% | +$32.9K | 1.59% | 17 |
|
|
2018
Q2 | $3.04M | Buy |
125,359
+9,414
| +8% | +$236K | 1.53% | 15 |
|
|
2018
Q1 | $3.12M | Buy |
115,945
+847
| +0.7% | +$23.6K | 1.63% | 16 |
|
|
2017
Q4 | $3.38M | Buy |
115,098
+7,150
| +7% | +$195K | 1.79% | 17 |
|
|
2017
Q3 | $3.19M | Buy |
107,948
+99
| +0.1% | +$2.81K | 1.75% | 14 |
|
|
2017
Q2 | $3.07M | Sell |
107,849
-397
| -0.4% | -$11.7K | 1.67% | 19 |
|
|
2017
Q1 | $3.4M | Buy |
108,246
+12,014
| +12% | +$378K | 1.89% | 13 |
|
|
2016
Q4 | $3.09M | Buy |
96,232
+2,031
| +2% | +$59.9K | 1.96% | 10 |
|
|
2016
Q3 | $2.89M | Sell |
94,201
-5,625
| -6% | -$178K | 1.86% | 11 |
|
|
2016
Q2 | $3.26M | Sell |
99,826
-260
| -0.3% | -$7.74K | 2.1% | 7 |
|
|
2016
Q1 | $2.96M | Buy |
100,086
+239
| +0.2% | +$6.62K | 1.96% | 8 |
|
|
2015
Q4 | $2.59M | Buy |
99,847
+3,191
| +3% | +$80.9K | 1.67% | 10 |
|
|
2015
Q3 | $2.38M | Buy |
96,656
+3,293
| +4% | +$84K | 1.68% | 11 |
|
|
2015
Q2 | $2.5M | Buy |
93,363
+4,230
| +5% | +$109K | 1.7% | 9 |
|
|
2015
Q1 | $2.2M | Buy |
89,133
+1,527
| +2% | +$38.8K | 1.87% | 10 |
|
|
2014
Q4 | $2.22M | Buy |
87,606
+12,018
| +16% | +$312K | 1.75% | 8 |
|
|
2014
Q3 | $2.01M | Buy |
75,588
+1,228
| +2% | +$32.7K | 1.72% | 8 |
|
|
2014
Q2 | $1.99M | Buy |
74,360
+1,324
| +2% | +$35.5K | 1.68% | 7 |
|
|
2014
Q1 | $1.93M | Buy |
73,036
+9,843
| +16% | +$247K | 1.6% | 6 |
|
|
2013
Q4 | $1.68M | Buy |
+63,193
| New | +$1.66M | 1.5% | 7 |
|
Other funds holding T
