MSFP
Mark Sheptoff Financial Planning’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
14,417
+118
| +0.8% | +$3.42K | 0.22% | 62 |
|
|
2025
Q1 | $404K | Buy |
14,299
+407
| +3% | +$11.5K | 0.22% | 62 |
|
|
2024
Q4 | $316K | Buy |
13,892
+600
| +5% | +$13.7K | 0.17% | 71 |
|
|
2024
Q3 | $292K | Hold |
13,292
| – | – | 0.16% | 77 |
|
|
2024
Q2 | $254K | Sell |
13,292
-11,288
| -46% | -$216K | 0.14% | 82 |
|
|
2024
Q1 | $433K | Buy |
24,580
+8,300
| +51% | +$146K | 0.24% | 59 |
|
|
2023
Q4 | $273K | Hold |
16,280
| – | – | 0.16% | 75 |
|
|
2023
Q3 | $245K | Sell |
16,280
-4,000
| -20% | -$60.1K | 0.16% | 74 |
|
|
2023
Q2 | $323K | Sell |
20,280
-29,914
| -60% | -$477K | 0.18% | 69 |
|
|
2023
Q1 | $966K | Buy |
50,194
+439
| +0.9% | +$8.45K | 0.56% | 35 |
|
|
2022
Q4 | $916K | Sell |
49,755
-3,074
| -6% | -$56.6K | 0.54% | 38 |
|
|
2022
Q3 | $810K | Sell |
52,829
-18,241
| -26% | -$280K | 0.49% | 43 |
|
|
2022
Q2 | $1.49M | Buy |
71,070
+59,100
| +494% | +$1.24M | 0.86% | 24 |
|
|
2022
Q1 | $283K | Buy |
11,970
+421
| +4% | +$9.95K | 0.14% | 85 |
|
|
2021
Q4 | $284K | Buy |
11,549
+200
| +2% | +$4.92K | 0.14% | 84 |
|
|
2021
Q3 | $307K | Sell |
11,349
-1,000
| -8% | -$27.1K | 0.17% | 81 |
|
|
2021
Q2 | $355K | Sell |
12,349
-13,960
| -53% | -$401K | 0.19% | 73 |
|
|
2021
Q1 | $796K | Sell |
26,309
-2,800
| -10% | -$84.7K | 0.46% | 45 |
|
|
2020
Q4 | $837K | Sell |
29,109
-132,108
| -82% | -$3.8M | 0.48% | 45 |
|
|
2020
Q3 | $4.6M | Sell |
161,217
-1,742
| -1% | -$49.7K | 2.83% | 10 |
|
|
2020
Q2 | $4.93M | Sell |
162,959
-2,797
| -2% | -$84.5K | 3.2% | 10 |
|
|
2020
Q1 | $4.83M | Buy |
165,756
+5,471
| +3% | +$159K | 3.65% | 7 |
|
|
2019
Q4 | $6.26M | Buy |
160,285
+3,782
| +2% | +$148K | 3.94% | 6 |
|
|
2019
Q3 | $5.92M | Buy |
156,503
+25,034
| +19% | +$947K | 3.99% | 7 |
|
|
2019
Q2 | $4.41M | Buy |
131,469
+7,981
| +6% | +$267K | 3.01% | 9 |
|
|
2019
Q1 | $3.87M | Buy |
123,488
+14,470
| +13% | +$454K | 2.79% | 8 |
|
|
2018
Q4 | $3.11M | Sell |
109,018
-11,033
| -9% | -$315K | 2.58% | 10 |
|
|
2018
Q3 | $4.03M | Buy |
120,051
+1,316
| +1% | +$44.2K | 2.76% | 9 |
|
|
2018
Q2 | $3.81M | Buy |
118,735
+15,685
| +15% | +$504K | 2.82% | 8 |
|
|
2018
Q1 | $3.67M | Buy |
103,050
+5,144
| +5% | +$183K | 2.55% | 10 |
|
|
2017
Q4 | $3.81M | Sell |
97,906
-1,933
| -2% | -$75.2K | 2.48% | 10 |
|
|
2017
Q3 | $3.91M | Sell |
99,839
-8,083
| -7% | -$317K | 2.63% | 9 |
|
|
2017
Q2 | $4.07M | Buy |
107,922
+4,887
| +5% | +$184K | 2.8% | 8 |
|
|
2017
Q1 | $4.28M | Buy |
103,035
+712
| +0.7% | +$29.6K | 3.05% | 6 |
|
|
2016
Q4 | $4.35M | Buy |
102,323
+1,493
| +1% | +$63.5K | 3.23% | 6 |
|
|
2016
Q3 | $4.1M | Buy |
100,830
+6,249
| +7% | +$254K | 3.04% | 7 |
|
|
2016
Q2 | $4.09M | Buy |
94,581
+8,287
| +10% | +$358K | 3.05% | 7 |
|
|
2016
Q1 | $3.38M | Buy |
86,294
+16,445
| +24% | +$644K | 2.75% | 8 |
|
|
2015
Q4 | $2.4M | Buy |
69,849
+3,257
| +5% | +$112K | 1.95% | 12 |
|
|
2015
Q3 | $2.17M | Buy |
66,592
+5,714
| +9% | +$186K | 1.9% | 13 |
|
|
2015
Q2 | $2.16M | Sell |
60,878
-1,085
| -2% | -$38.5K | 1.75% | 14 |
|
|
2015
Q1 | $2.02M | Sell |
61,963
-9,822
| -14% | -$321K | 1.69% | 15 |
|
|
2014
Q4 | $2.41M | Sell |
71,785
-2,893
| -4% | -$97.2K | 2.13% | 12 |
|
|
2014
Q3 | $2.63M | Buy |
74,678
+5,960
| +9% | +$210K | 2.33% | 9 |
|
|
2014
Q2 | $2.43M | Buy |
68,718
+784
| +1% | +$27.7K | 2.08% | 10 |
|
|
2014
Q1 | $2.38M | Buy |
+67,934
| New | +$2.38M | 2.11% | 10 |
|