Marcus Capital’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $857K | Buy |
33,807
+5,826
| +21% | +$148K | 2.5% | 16 |
|
|
2018
Q2 | $679K | Buy |
27,981
+3,421
| +14% | +$83K | 2.16% | 23 |
|
|
2018
Q1 | $661K | Buy |
24,560
+860
| +4% | +$23.1K | 2.43% | 18 |
|
|
2017
Q4 | $696K | Sell |
23,700
-43,923
| -65% | -$1.29M | 2.66% | 15 |
|
|
2017
Q3 | $2M | Sell |
67,623
-45,414
| -40% | -$1.34M | 2.84% | 13 |
|
|
2017
Q2 | $3.22M | Buy |
113,037
+324
| +0.3% | +$9.23K | 2.76% | 12 |
|
|
2017
Q1 | $3.54M | Buy |
112,713
+74
| +0.1% | +$2.32K | 3.3% | 5 |
|
|
2016
Q4 | $3.62M | Sell |
112,639
-530
| -0.5% | -$17K | 3.9% | 4 |
|
|
2016
Q3 | $3.47M | Buy |
113,169
+331
| +0.3% | +$10.2K | 3.34% | 6 |
|
|
2016
Q2 | $3.68M | Sell |
112,838
-1,324
| -1% | -$43.2K | 3.88% | 5 |
|
|
2016
Q1 | $3.38M | Sell |
114,162
-12,975
| -10% | -$384K | 3.72% | 4 |
|
|
2015
Q4 | $3.3M | Buy |
+127,137
| New | +$3.3M | 3.51% | 8 |
|