Mark Sheptoff Financial Planning’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
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|
2025
Q1 | $404K | Buy |
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|
2024
Q4 | $316K | Buy |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $433K | Buy |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $966K | Buy |
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|
2022
Q4 | $916K | Sell |
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|
2022
Q3 | $810K | Sell |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $307K | Sell |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $796K | Sell |
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|
2020
Q4 | $837K | Sell |
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|
2020
Q3 | $4.6M | Sell |
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|
2020
Q2 | $4.93M | Sell |
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|
2020
Q1 | $4.83M | Buy |
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|
2019
Q4 | $6.26M | Buy |
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|
2019
Q3 | $5.92M | Buy |
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|
2019
Q2 | $4.41M | Buy |
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|
2019
Q1 | $3.87M | Buy |
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|
2018
Q4 | $3.11M | Sell |
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|
2018
Q3 | $4.03M | Buy |
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|
2018
Q2 | $3.81M | Buy |
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|
2018
Q1 | $3.67M | Buy |
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|
2017
Q4 | $3.81M | Sell |
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|
2017
Q3 | $3.91M | Sell |
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|
2017
Q2 | $4.07M | Buy |
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|
2017
Q1 | $4.28M | Buy |
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|
2016
Q4 | $4.35M | Buy |
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|
2016
Q3 | $4.09M | Buy |
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|
2016
Q2 | $4.09M | Buy |
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|
2016
Q1 | $3.38M | Buy |
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|
2015
Q4 | $2.4M | Buy |
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|
2015
Q3 | $2.17M | Buy |
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|
2015
Q2 | $2.16M | Sell |
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|
2015
Q1 | $2.02M | Sell |
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|
2014
Q4 | $2.41M | Sell |
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|
2014
Q3 | $2.63M | Buy |
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|
2014
Q2 | $2.43M | Buy |
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|
2014
Q1 | $2.38M | Buy |
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