Klingman & Associates’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 | $553K | Buy |
19,097
+6,186
| +48% | +$179K | 0.03% | 160 |
|
|
2025
Q1 | $365K | Buy |
12,911
+1,502
| +13% | +$42.5K | 0.02% | 194 |
|
|
2024
Q4 | $260K | Hold |
11,409
| – | – | 0.02% | 221 |
|
|
2024
Q3 | $251K | Sell |
11,409
-148
| -1% | -$3.26K | 0.02% | 239 |
|
|
2024
Q2 | $221K | Sell |
11,557
-8,332
| -42% | -$159K | 0.01% | 228 |
|
|
2024
Q1 | $350K | Buy |
19,889
+603
| +3% | +$10.6K | 0.02% | 179 |
|
|
2023
Q4 | $324K | Buy |
19,286
+851
| +5% | +$14.3K | 0.02% | 179 |
|
|
2023
Q3 | $277K | Buy |
18,435
+1,674
| +10% | +$25.1K | 0.02% | 184 |
|
|
2023
Q2 | $267K | Buy |
+16,761
| New | +$267K | 0.02% | 180 |
|
|
2023
Q1 | – | Sell |
-11,903
| Closed | -$219K | – | 205 |
|
|
2022
Q4 | $219K | Buy |
11,903
+247
| +2% | +$4.55K | 0.02% | 190 |
|
|
2022
Q3 | $179K | Buy |
11,656
+848
| +8% | +$13K | 0.02% | 182 |
|
|
2022
Q2 | $227K | Sell |
10,808
-1,765
| -14% | -$37.1K | 0.02% | 175 |
|
|
2022
Q1 | $225K | Buy |
+12,573
| New | +$225K | 0.02% | 189 |
|
|
2021
Q2 | – | Sell |
-9,451
| Closed | -$216K | – | 175 |
|
|
2021
Q1 | $216K | Buy |
+9,451
| New | +$216K | 0.02% | 157 |
|
|
2016
Q4 | – | Sell |
-2,680
| Closed | -$82K | – | 289 |
|
|
2016
Q3 | $82K | Buy |
2,680
+356
| +15% | +$10.9K | 0.02% | 153 |
|
|
2016
Q2 | $76K | Buy |
2,324
+4
| +0.2% | +$131 | 0.02% | 159 |
|
|
2016
Q1 | $69K | Buy |
2,320
+3
| +0.1% | +$89 | 0.02% | 169 |
|
|
2015
Q4 | $60K | Sell |
2,317
-499
| -18% | -$12.9K | 0.02% | 199 |
|
|
2015
Q3 | $69K | Buy |
2,816
+307
| +12% | +$7.52K | 0.03% | 190 |
|
|
2015
Q2 | $67K | Buy |
2,509
+142
| +6% | +$3.79K | 0.03% | 166 |
|
|
2015
Q1 | $58K | Buy |
2,367
+756
| +47% | +$18.5K | 0.02% | 165 |
|
|
2014
Q4 | $40K | Buy |
+1,611
| New | +$40K | 0.02% | 189 |
|