Monterey Private Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $222K | Sell |
7,850
-1,272
| -14% | -$36K | 0.07% | 117 |
|
|
2024
Q4 | $208K | Buy |
+9,122
| New | +$208K | 0.07% | 128 |
|
|
2023
Q3 | – | Sell |
-14,089
| Closed | -$225K | – | 103 |
|
|
2023
Q2 | $225K | Buy |
+14,089
| New | +$225K | 0.11% | 93 |
|
|
2022
Q4 | – | Sell |
-31,195
| Closed | -$484K | – | 104 |
|
|
2022
Q3 | $484K | Sell |
31,195
-871
| -3% | -$13.5K | 0.29% | 47 |
|
|
2022
Q2 | $672K | Sell |
32,066
-9,428
| -23% | -$198K | 0.38% | 41 |
|
|
2022
Q1 | $757K | Sell |
41,494
-1,283
| -3% | -$23.4K | 0.37% | 42 |
|
|
2021
Q4 | $795K | Buy |
42,777
+20,172
| +89% | +$375K | 0.39% | 40 |
|
|
2021
Q3 | $467K | Sell |
22,605
-2,450
| -10% | -$50.6K | 0.26% | 57 |
|
|
2021
Q2 | $545K | Buy |
25,055
+10,445
| +71% | +$227K | 0.31% | 48 |
|
|
2021
Q1 | $341K | Sell |
14,610
-646
| -4% | -$15.1K | 0.19% | 60 |
|
|
2020
Q4 | $331K | Buy |
15,256
+112
| +0.7% | +$2.43K | 0.19% | 60 |
|
|
2020
Q3 | $326K | Buy |
15,144
+1,622
| +12% | +$34.9K | 0.21% | 57 |
|
|
2020
Q2 | $309K | Sell |
13,522
-224
| -2% | -$5.12K | 0.22% | 55 |
|
|
2020
Q1 | $303K | Sell |
13,746
-557
| -4% | -$12.3K | 0.26% | 48 |
|
|
2019
Q4 | $422K | Buy |
+14,303
| New | +$422K | 0.34% | 42 |
|