Mogy Joel R Investment Counsel’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 | $736K | Buy |
25,445
+464
| +2% | +$13.4K | 0.04% | 72 |
|
|
2025
Q1 | $706K | Hold |
24,981
| – | – | 0.05% | 73 |
|
|
2024
Q4 | $569K | Hold |
24,981
| – | – | 0.03% | 79 |
|
|
2024
Q3 | $550K | Hold |
24,981
| – | – | 0.03% | 79 |
|
|
2024
Q2 | $477K | Hold |
24,981
| – | – | 0.03% | 78 |
|
|
2024
Q1 | $440K | Hold |
24,981
| – | – | 0.03% | 85 |
|
|
2023
Q4 | $419K | Hold |
24,981
| – | – | 0.03% | 82 |
|
|
2023
Q3 | $375K | Sell |
24,981
-30,177
| -55% | -$453K | 0.03% | 86 |
|
|
2023
Q2 | $880K | Sell |
55,158
-1,000
| -2% | -$16K | 0.07% | 77 |
|
|
2023
Q1 | $1.08M | Sell |
56,158
-1,300
| -2% | -$25K | 0.1% | 74 |
|
|
2022
Q4 | $1.06M | Buy |
57,458
+1,000
| +2% | +$18.4K | 0.11% | 70 |
|
|
2022
Q3 | $866K | Sell |
56,458
-3,831
| -6% | -$58.8K | 0.09% | 75 |
|
|
2022
Q2 | $1.26M | Sell |
60,289
-19,534
| -24% | -$410K | 0.12% | 66 |
|
|
2022
Q1 | $1.43M | Sell |
79,823
-3,972
| -5% | -$70.9K | 0.11% | 65 |
|
|
2021
Q4 | $1.56M | Hold |
83,795
| – | – | 0.11% | 64 |
|
|
2021
Q3 | $1.71M | Hold |
83,795
| – | – | 0.14% | 58 |
|
|
2021
Q2 | $1.82M | Sell |
83,795
-124
| -0.1% | -$2.7K | 0.15% | 61 |
|
|
2021
Q1 | $1.92M | Sell |
83,919
-4,510
| -5% | -$103K | 0.18% | 56 |
|
|
2020
Q4 | $1.92M | Sell |
88,429
-9,897
| -10% | -$215K | 0.19% | 54 |
|
|
2020
Q3 | $2.12M | Hold |
98,326
| – | – | 0.23% | 50 |
|
|
2020
Q2 | $2.25M | Hold |
98,326
| – | – | 0.27% | 47 |
|
|
2020
Q1 | $2.17M | Hold |
98,326
| – | – | 0.31% | 49 |
|
|
2019
Q4 | $2.9M | Hold |
98,326
| – | – | 0.35% | 49 |
|
|
2019
Q3 | $2.81M | Hold |
98,326
| – | – | 0.36% | 49 |
|
|
2019
Q2 | $2.49M | Sell |
98,326
-10,317
| -9% | -$261K | 0.32% | 50 |
|
|
2019
Q1 | $2.57M | Sell |
108,643
-87,917
| -45% | -$2.08M | 0.35% | 49 |
|
|
2018
Q4 | $4.24M | Sell |
196,560
-22,905
| -10% | -$494K | 0.66% | 36 |
|
|
2018
Q3 | $5.57M | Sell |
219,465
-103,909
| -32% | -$2.64M | 0.75% | 35 |
|
|
2018
Q2 | $7.84M | Buy |
323,374
+65,616
| +25% | +$1.59M | 1.16% | 30 |
|
|
2018
Q1 | $6.94M | Sell |
257,758
-9,538
| -4% | -$257K | 1.08% | 31 |
|
|
2017
Q4 | $7.85M | Sell |
267,296
-1,059
| -0.4% | -$31.1K | 1.23% | 27 |
|
|
2017
Q3 | $7.94M | Sell |
268,355
-7,857
| -3% | -$232K | 1.32% | 24 |
|
|
2017
Q2 | $7.87M | Buy |
276,212
+239
| +0.1% | +$6.81K | 1.35% | 28 |
|
|
2017
Q1 | $8.66M | Sell |
275,973
-6,490
| -2% | -$204K | 1.49% | 25 |
|
|
2016
Q4 | $9.07M | Buy |
282,463
+132
| +0% | +$4.24K | 1.65% | 25 |
|
|
2016
Q3 | $8.66M | Buy |
282,331
+3,878
| +1% | +$119K | 1.59% | 25 |
|
|
2016
Q2 | $9.09M | Buy |
278,453
+3,840
| +1% | +$125K | 1.68% | 23 |
|
|
2016
Q1 | $8.12M | Buy |
274,613
+247,249
| +904% | +$7.31M | 1.51% | 26 |
|
|
2015
Q4 | $7.11K | Sell |
27,364
-225,410
| -89% | -$58.6K | 1.33% | 29 |
|
|
2015
Q3 | $6.22M | Buy |
252,774
+28,710
| +13% | +$706K | 1.23% | 30 |
|
|
2015
Q2 | $6.01M | Sell |
224,064
-30,672
| -12% | -$823K | 1.14% | 28 |
|
|
2015
Q1 | $6.28M | Sell |
254,736
-5,523
| -2% | -$136K | 1.18% | 28 |
|
|
2014
Q4 | $6.6M | Sell |
260,259
-1,721
| -0.7% | -$43.7K | 1.25% | 27 |
|
|
2014
Q3 | $6.97M | Sell |
261,980
-7,679
| -3% | -$204K | 1.41% | 25 |
|
|
2014
Q2 | $7.2M | Buy |
269,659
+2,874
| +1% | +$76.8K | 1.44% | 24 |
|
|
2014
Q1 | $7.07M | Hold |
266,785
| – | – | 1.47% | 20 |
|
|
2013
Q4 | $7.09M | Buy |
266,785
+453
| +0.2% | +$12K | 1.5% | 18 |
|
|
2013
Q3 | $6.8M | Sell |
266,332
-927
| -0.3% | -$23.7K | 1.56% | 19 |
|
|
2013
Q2 | $7.15M | Buy |
+267,259
| New | +$7.15M | 1.73% | 17 |
|