Mezzasalma Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,774
| Closed | -$237K | – | 151 |
|
|
2024
Q3 | $237K | Hold |
10,774
| – | – | 0.09% | 78 |
|
|
2024
Q2 | $206K | Sell |
10,774
-649
| -6% | -$12.4K | 0.09% | 76 |
|
|
2024
Q1 | $201K | Sell |
11,423
-9,111
| -44% | -$160K | 0.1% | 100 |
|
|
2023
Q4 | $345K | Buy |
20,534
+294
| +1% | +$4.93K | 0.19% | 63 |
|
|
2023
Q3 | $304K | Sell |
20,240
-8,075
| -29% | -$121K | 0.19% | 65 |
|
|
2023
Q2 | $452K | Buy |
28,315
+7,065
| +33% | +$113K | 0.27% | 51 |
|
|
2023
Q1 | $409K | Buy |
21,250
+3,929
| +23% | +$75.6K | 0.29% | 49 |
|
|
2022
Q4 | $319K | Buy |
17,321
+249
| +1% | +$4.58K | 0.28% | 61 |
|
|
2022
Q3 | $262K | Sell |
17,072
-260
| -2% | -$3.99K | 0.21% | 64 |
|
|
2022
Q2 | $363K | Sell |
17,332
-5,572
| -24% | -$117K | 0.31% | 54 |
|
|
2022
Q1 | $409K | Buy |
22,904
+10,857
| +90% | +$194K | 0.25% | 50 |
|
|
2021
Q4 | $224K | Sell |
12,047
-2,370
| -16% | -$44.1K | 0.12% | 90 |
|
|
2021
Q3 | $294K | Hold |
14,417
| – | – | 0.17% | 72 |
|
|
2021
Q2 | $313K | Hold |
14,417
| – | – | 0.17% | 72 |
|
|
2021
Q1 | $330K | Buy |
14,417
+201
| +1% | +$4.6K | 0.21% | 62 |
|
|
2020
Q4 | $309K | Buy |
+14,216
| New | +$309K | 0.2% | 67 |
|