LeJeune Puetz Investment Counsel’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.36M | Sell |
70,823
-569
| -0.8% | -$11K | 0.49% | 71 |
|
|
2022
Q4 | $1.31M | Buy |
71,392
+3,420
| +5% | +$63K | 0.49% | 71 |
|
|
2022
Q3 | $1.04M | Buy |
67,972
+1,100
| +2% | +$16.9K | 0.43% | 75 |
|
|
2022
Q2 | $1.4M | Sell |
66,872
-29,942
| -31% | -$627K | 0.55% | 66 |
|
|
2022
Q1 | $1.73M | Sell |
96,814
-2,994
| -3% | -$53.4K | 0.6% | 54 |
|
|
2021
Q4 | $1.85M | Buy |
99,808
+5,204
| +6% | +$96.7K | 0.62% | 52 |
|
|
2021
Q3 | $1.93M | Buy |
94,604
+7,419
| +9% | +$151K | 0.7% | 46 |
|
|
2021
Q2 | $1.9M | Buy |
87,185
+2,494
| +3% | +$54.2K | 0.7% | 47 |
|
|
2021
Q1 | $1.94M | Buy |
84,691
+4,899
| +6% | +$112K | 0.76% | 45 |
|
|
2020
Q4 | $1.73M | Buy |
79,792
+2,549
| +3% | +$55.4K | 0.75% | 47 |
|
|
2020
Q3 | $1.66M | Buy |
77,243
+529
| +0.7% | +$11.4K | 0.81% | 42 |
|
|
2020
Q2 | $1.75M | Sell |
76,714
-6,620
| -8% | -$151K | 0.92% | 35 |
|
|
2020
Q1 | $1.84M | Buy |
83,334
+2,972
| +4% | +$65.4K | 1.07% | 28 |
|
|
2019
Q4 | $2.37M | Buy |
80,362
+3,046
| +4% | +$89.9K | 1.11% | 29 |
|
|
2019
Q3 | $2.21M | Buy |
77,316
+4,236
| +6% | +$121K | 1.12% | 29 |
|
|
2019
Q2 | $1.85M | Buy |
73,080
+4,159
| +6% | +$105K | 0.96% | 38 |
|
|
2019
Q1 | $1.63M | Buy |
68,921
+14,670
| +27% | +$347K | 0.89% | 44 |
|
|
2018
Q4 | $1.17M | Buy |
54,251
+6,885
| +15% | +$148K | 0.73% | 52 |
|
|
2018
Q3 | $1.2M | Buy |
47,366
+1,092
| +2% | +$27.7K | 0.69% | 55 |
|
|
2018
Q2 | $1.12M | Sell |
46,274
-1,933
| -4% | -$46.9K | 0.69% | 57 |
|
|
2018
Q1 | $1.3M | Hold |
48,207
| – | – | 0.8% | 50 |
|
|
2017
Q4 | $1.42M | Hold |
48,207
| – | – | 0.87% | 42 |
|
|
2017
Q3 | $1.43M | Hold |
48,207
| – | – | 0.92% | 40 |
|
|
2017
Q2 | $1.37M | Sell |
48,207
-1,125
| -2% | -$32.1K | 0.93% | 39 |
|
|
2017
Q1 | $1.55M | Sell |
49,332
-1,457
| -3% | -$45.7K | 1.11% | 32 |
|
|
2016
Q4 | $1.63M | Buy |
+50,789
| New | +$1.63M | 1.25% | 24 |
|