McClarren Financial Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,635
| Closed | -$68K | – | 268 |
|
|
2025
Q1 | $68K | Buy |
1,635
+55
| +3% | +$2.29K | 0.04% | 122 |
|
|
2024
Q4 | $35K | Buy |
+1,580
| New | +$35K | 0.1% | 99 |
|
|
2024
Q1 | – | Sell |
-2,430
| Closed | -$41K | – | 421 |
|
|
2023
Q4 | $41K | Sell |
2,430
-288
| -11% | -$4.86K | 0.03% | 175 |
|
|
2023
Q3 | $40K | Sell |
2,718
-103
| -4% | -$1.52K | 0.03% | 160 |
|
|
2023
Q2 | $45K | Buy |
2,821
+25
| +0.9% | +$399 | 0.04% | 159 |
|
|
2023
Q1 | $52K | Buy |
2,796
+20
| +0.7% | +$372 | 0.05% | 140 |
|
|
2022
Q4 | $51K | Sell |
2,776
-179
| -6% | -$3.29K | 0.05% | 144 |
|
|
2022
Q3 | $45K | Buy |
+2,955
| New | +$45K | 0.04% | 138 |
|
|
2022
Q2 | – | Sell |
-3,849
| Closed | -$68K | – | 242 |
|
|
2022
Q1 | $68K | Buy |
3,849
+44
| +1% | +$777 | 0.05% | 106 |
|
|
2021
Q4 | $71K | Buy |
3,805
+44
| +1% | +$821 | 0.05% | 116 |
|
|
2021
Q3 | $76K | Buy |
3,761
+38
| +1% | +$768 | 0.06% | 94 |
|
|
2021
Q2 | $80K | Sell |
3,723
-117
| -3% | -$2.51K | 0.06% | 91 |
|
|
2021
Q1 | $88K | Buy |
3,840
+39
| +1% | +$894 | 0.08% | 86 |
|
|
2020
Q4 | $82K | Buy |
+3,801
| New | +$82K | 0.08% | 82 |
|