Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27,563
| Closed | -$463K | – | 235 |
|
|
2023
Q4 | $463K | Sell |
27,563
-1,321
| -5% | -$22.2K | 0.17% | 138 |
|
|
2023
Q3 | $434K | Sell |
28,884
-21,786
| -43% | -$327K | 0.14% | 166 |
|
|
2023
Q2 | $808K | Buy |
50,670
+537
| +1% | +$8.57K | 0.16% | 147 |
|
|
2023
Q1 | $965K | Sell |
50,133
-2,377
| -5% | -$45.8K | 0.2% | 125 |
|
|
2022
Q4 | $967K | Sell |
52,510
-2,073
| -4% | -$38.2K | 0.21% | 123 |
|
|
2022
Q3 | $837K | Sell |
54,583
-3,943
| -7% | -$60.5K | 0.2% | 126 |
|
|
2022
Q2 | $1.23M | Sell |
58,526
-26,284
| -31% | -$551K | 0.25% | 109 |
|
|
2022
Q1 | $1.51M | Buy |
84,810
+2,142
| +3% | +$38.2K | 0.25% | 105 |
|
|
2021
Q4 | $1.54M | Sell |
82,668
-41,047
| -33% | -$763K | 0.25% | 108 |
|
|
2021
Q3 | $2.52M | Sell |
123,715
-6,996
| -5% | -$143K | 0.65% | 41 |
|
|
2021
Q2 | $2.84M | Buy |
130,711
+866
| +0.7% | +$18.8K | 0.73% | 36 |
|
|
2021
Q1 | $2.97M | Sell |
129,845
-7,508
| -5% | -$172K | 1.01% | 26 |
|
|
2020
Q4 | $2.98M | Buy |
137,353
+37,313
| +37% | +$811K | 0.63% | 40 |
|
|
2020
Q3 | $2.15M | Sell |
100,040
-5,801
| -5% | -$125K | 0.96% | 22 |
|
|
2020
Q2 | $2.42M | Buy |
105,841
+1,179
| +1% | +$26.9K | 1.26% | 15 |
|
|
2020
Q1 | $2.3M | Sell |
104,662
-326
| -0.3% | -$7.18K | 1.51% | 12 |
|
|
2019
Q4 | $3.1M | Buy |
+104,988
| New | +$3.1M | 1.96% | 6 |
|