Marcum Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.45M | Buy |
51,200
+1,246
| +2% | +$35.2K | 0.13% | 84 |
|
2024
Q4 | $1.14M | Buy |
49,954
+1,809
| +4% | +$41.2K | 0.1% | 98 |
|
2024
Q3 | $1.06M | Sell |
48,145
-2,312
| -5% | -$50.9K | 0.1% | 103 |
|
2024
Q2 | $964K | Buy |
50,457
+2,636
| +6% | +$50.4K | 0.1% | 109 |
|
2024
Q1 | $842K | Sell |
47,821
-3,167
| -6% | -$55.7K | 0.09% | 122 |
|
2023
Q4 | $856K | Buy |
50,988
+1,426
| +3% | +$23.9K | 0.09% | 113 |
|
2023
Q3 | $744K | Sell |
49,562
-8,543
| -15% | -$128K | 0.09% | 117 |
|
2023
Q2 | $927K | Sell |
58,105
-3,557
| -6% | -$56.7K | 0.11% | 98 |
|
2023
Q1 | $1.19M | Buy |
61,662
+2,369
| +4% | +$45.6K | 0.15% | 75 |
|
2022
Q4 | $1.09M | Sell |
59,293
-3,918
| -6% | -$72.1K | 0.14% | 77 |
|
2022
Q3 | $970K | Buy |
63,211
+3,982
| +7% | +$61.1K | 0.15% | 82 |
|
2022
Q2 | $1.24M | Sell |
59,229
-60,924
| -51% | -$1.28M | 0.19% | 67 |
|
2022
Q1 | $2.14M | Buy |
120,153
+12,810
| +12% | +$229K | 0.3% | 37 |
|
2021
Q4 | $1.99M | Sell |
107,343
-4,606
| -4% | -$85.6K | 0.28% | 45 |
|
2021
Q3 | $2.28M | Buy |
111,949
+54,810
| +96% | +$1.12M | 0.36% | 31 |
|
2021
Q2 | $1.24M | Sell |
57,139
-2,424
| -4% | -$52.7K | 0.2% | 70 |
|
2021
Q1 | $1.36M | Buy |
59,563
+18,001
| +43% | +$412K | 0.22% | 63 |
|
2020
Q4 | $903K | Buy |
41,562
+2,127
| +5% | +$46.2K | 0.21% | 40 |
|
2020
Q3 | $849K | Buy |
39,435
+12,995
| +49% | +$280K | 0.26% | 39 |
|
2020
Q2 | $604K | Sell |
26,440
-10,572
| -29% | -$242K | 0.19% | 46 |
|
2020
Q1 | $815K | Sell |
37,012
-416
| -1% | -$9.16K | 0.32% | 29 |
|
2019
Q4 | $1.11M | Buy |
+37,428
| New | +$1.11M | 0.41% | 29 |
|