Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
13,058
+1,625
| +14% | +$47K | 0.05% | 246 |
|
|
2025
Q1 | $323K | Buy |
11,433
+1,844
| +19% | +$52.1K | 0.05% | 206 |
|
|
2024
Q4 | $218K | Buy |
+9,589
| New | +$218K | 0.03% | 259 |
|
|
2024
Q3 | – | Sell |
-10,033
| Closed | -$192K | – | 275 |
|
|
2024
Q2 | $192K | Buy |
+10,033
| New | +$192K | 0.03% | 255 |
|
|
2023
Q3 | – | Sell |
-18,795
| Closed | -$300K | – | 273 |
|
|
2023
Q2 | $300K | Sell |
18,795
-214
| -1% | -$3.41K | 0.04% | 217 |
|
|
2023
Q1 | $366K | Sell |
19,009
-3,490
| -16% | -$67.2K | 0.06% | 189 |
|
|
2022
Q4 | $414K | Buy |
22,499
+308
| +1% | +$5.67K | 0.07% | 171 |
|
|
2022
Q3 | $340K | Sell |
22,191
-4,147
| -16% | -$63.5K | 0.07% | 179 |
|
|
2022
Q2 | $552K | Sell |
26,338
-8,534
| -24% | -$179K | 0.11% | 148 |
|
|
2022
Q1 | $622K | Hold |
34,872
| – | – | 0.1% | 148 |
|
|
2021
Q4 | $648K | Sell |
34,872
-450
| -1% | -$8.36K | 0.12% | 127 |
|
|
2021
Q3 | $721K | Buy |
35,322
+12,366
| +54% | +$252K | 0.14% | 120 |
|
|
2021
Q2 | $499K | Sell |
22,956
-68,932
| -75% | -$1.5M | 0.07% | 163 |
|
|
2021
Q1 | $2.1M | Buy |
91,888
+1,763
| +2% | +$40.3K | 0.33% | 60 |
|
|
2020
Q4 | $1.96M | Sell |
90,125
-1,017
| -1% | -$22.1K | 0.34% | 58 |
|
|
2020
Q3 | $1.96M | Buy |
91,142
+5,704
| +7% | +$123K | 0.41% | 50 |
|
|
2020
Q2 | $1.95M | Buy |
85,438
+12,925
| +18% | +$295K | 0.62% | 37 |
|
|
2020
Q1 | $1.6M | Sell |
72,513
-1,009
| -1% | -$22.2K | 0.66% | 35 |
|
|
2019
Q4 | $2.17M | Buy |
+73,522
| New | +$2.17M | 0.69% | 34 |
|