Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-17,368
| Closed | -$374K | – | 108 |
|
|
2020
Q3 | $374K | Buy |
17,368
+2,240
| +15% | +$48.2K | 0.12% | 93 |
|
|
2020
Q2 | $345K | Buy |
15,128
+87
| +0.6% | +$1.98K | 0.12% | 97 |
|
|
2020
Q1 | $331K | Buy |
15,041
+69
| +0.5% | +$1.52K | 0.13% | 95 |
|
|
2019
Q4 | $442K | Buy |
14,972
+64
| +0.4% | +$1.89K | 0.15% | 94 |
|
|
2019
Q3 | $426K | Sell |
14,908
-3,443
| -19% | -$98.4K | 0.16% | 95 |
|
|
2019
Q2 | $464K | Buy |
18,351
+3,469
| +23% | +$87.7K | 0.18% | 92 |
|
|
2019
Q1 | $352K | Sell |
14,882
-15,988
| -52% | -$378K | 0.14% | 102 |
|
|
2018
Q4 | $665K | Sell |
30,870
-8,657
| -22% | -$186K | 0.32% | 78 |
|
|
2018
Q3 | $1M | Buy |
39,527
+1,426
| +4% | +$36.2K | 0.44% | 72 |
|
|
2018
Q2 | $924K | Buy |
38,101
+1,381
| +4% | +$33.5K | 0.45% | 71 |
|
|
2018
Q1 | $989K | Buy |
36,720
+154
| +0.4% | +$4.15K | 0.52% | 65 |
|
|
2017
Q4 | $1.07M | Sell |
36,566
-3,079
| -8% | -$90.4K | 0.58% | 63 |
|
|
2017
Q3 | $1.17M | Buy |
39,645
+4,023
| +11% | +$119K | 0.66% | 62 |
|
|
2017
Q2 | $1.02M | Buy |
35,622
+4,673
| +15% | +$133K | 0.62% | 63 |
|
|
2017
Q1 | $971K | Buy |
30,949
+1,579
| +5% | +$49.5K | 0.64% | 58 |
|
|
2016
Q4 | $943K | Buy |
+29,370
| New | +$943K | 0.75% | 53 |
|