Koss-Olinger Consulting’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $299K | Sell |
10,306
-619
| -6% | -$16.5K | 0.03% | 211 |
|
|
2025
Q4 | $271K | Sell |
10,925
-510
| -4% | -$12.9K | 0.02% | 238 |
|
|
2025
Q3 | $331K | Hold |
11,435
| – | – | 0.03% | 252 |
|
|
2025
Q2 | $331K | Sell |
11,435
-1,572
| -12% | -$43.3K | 0.03% | 253 |
|
|
2025
Q1 | $368K | Sell |
13,007
-167
| -1% | -$4.2K | 0.03% | 237 |
|
|
2024
Q4 | $300K | Buy |
13,174
+100
| +0.8% | +$2.25K | 0.03% | 157 |
|
|
2024
Q3 | $288K | Sell |
13,074
-1,151
| -8% | -$22.9K | 0.03% | 231 |
|
|
2024
Q2 | $272K | Buy |
+14,225
| New | +$247K | 0.03% | 222 |
|
|
2024
Q1 | – | Sell |
-22,177
| Closed | -$372K | – | 276 |
|
|
2023
Q4 | $372K | Buy |
+22,177
| New | +$350K | 0.04% | 209 |
|
|
2023
Q3 | – | Sell |
-32,012
| Closed | -$511K | – | 303 |
|
|
2023
Q2 | $511K | Buy |
32,012
+42
| +0.1% | +$715 | 0.06% | 132 |
|
|
2023
Q1 | $615K | Buy |
31,970
+1,663
| +5% | +$31.8K | 0.08% | 121 |
|
|
2022
Q4 | $558K | Buy |
30,307
+6,992
| +30% | +$125K | 0.08% | 113 |
|
|
2022
Q3 | $358K | Buy |
23,315
+1,553
| +7% | +$28.3K | 0.06% | 125 |
|
|
2022
Q2 | $456K | Sell |
21,762
-7,101
| -25% | -$142K | 0.08% | 90 |
|
|
2022
Q1 | $515K | Buy |
28,863
+3,647
| +14% | +$67.5K | 0.08% | 100 |
|
|
2021
Q4 | $469K | Sell |
25,216
-2,363
| -9% | -$44.2K | 0.07% | 116 |
|
|
2021
Q3 | $563K | Sell |
27,579
-10,093
| -27% | -$212K | 0.09% | 103 |
|
|
2021
Q2 | $819K | Buy |
37,672
+511
| +1% | +$11.6K | 0.12% | 100 |
|
|
2021
Q1 | $850K | Buy |
+37,161
| New | +$822K | 0.14% | 87 |
|
Other funds holding T
VCM
VPM