Morningstar Investment Services’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-56,429
| Closed | -$1.24M | – | 365 |
|
|
2024
Q3 | $1.24M | Buy |
56,429
+19,431
| +53% | +$387K | 0.01% | 197 |
|
|
2024
Q2 | $694K | Buy |
36,998
+12,206
| +49% | +$212K | 0.01% | 219 |
|
|
2024
Q1 | $435K | Sell |
24,792
-13,730
| -36% | -$234K | ﹤0.01% | 249 |
|
|
2023
Q4 | $645K | Buy |
38,522
+22,485
| +140% | +$355K | ﹤0.01% | 269 |
|
|
2023
Q3 | $241K | Buy |
+16,037
| New | +$235K | ﹤0.01% | 258 |
|
|
2020
Q2 | – | Sell |
-24,588
| Closed | -$561K | – | 219 |
|
|
2020
Q1 | $561K | Buy |
24,588
+16,240
| +195% | +$444K | 0.01% | 164 |
|
|
2019
Q4 | $246K | Sell |
8,348
-1,009
| -11% | -$29.1K | ﹤0.01% | 178 |
|
|
2019
Q3 | $267K | Buy |
+9,357
| New | +$248K | ﹤0.01% | 169 |
|
|
2019
Q2 | – | Sell |
-11,319
| Closed | -$268K | – | 222 |
|
|
2019
Q1 | $268K | Buy |
11,319
+227
| +2% | +$5.22K | ﹤0.01% | 190 |
|
|
2018
Q4 | $239K | Sell |
11,092
-171
| -2% | -$3.98K | ﹤0.01% | 196 |
|
|
2018
Q3 | $286K | Sell |
11,263
-1,070
| -9% | -$26.2K | 0.01% | 186 |
|
|
2018
Q2 | $299K | Sell |
12,333
-1,339
| -10% | -$33.6K | 0.01% | 184 |
|
|
2018
Q1 | $368K | Sell |
13,672
-1,460
| -10% | -$40.6K | 0.01% | 169 |
|
|
2017
Q4 | $444K | Buy |
15,132
+2,563
| +20% | +$70K | 0.01% | 161 |
|
|
2017
Q3 | $372K | Buy |
12,569
+1,552
| +14% | +$44.1K | 0.01% | 163 |
|
|
2017
Q2 | $314K | Buy |
+11,017
| New | +$325K | 0.01% | 163 |
|
|
2017
Q1 | – | Sell |
-6,484
| Closed | -$208K | – | 203 |
|
|
2016
Q4 | $208K | Sell |
6,484
-1,150
| -15% | -$33.9K | 0.01% | 180 |
|
|
2016
Q3 | $234K | Sell |
7,634
-110
| -1% | -$3.48K | 0.01% | 211 |
|
|
2016
Q2 | $254K | Buy |
+7,744
| New | +$230K | 0.01% | 196 |
|
|
2016
Q1 | – | Sell |
-7,863
| Closed | -$204K | – | 233 |
|
|
2015
Q4 | $204K | Buy |
+7,863
| New | +$199K | 0.01% | 200 |
|
|
2015
Q3 | – | Sell |
-11,985
| Closed | -$322K | – | 225 |
|
|
2015
Q2 | $322K | Sell |
11,985
-132
| -1% | -$3.41K | 0.01% | 186 |
|
|
2015
Q1 | $299K | Sell |
12,117
-285,259
| -96% | -$7.25M | 0.01% | 192 |
|
|
2014
Q4 | $7.54M | Buy |
297,376
+22,747
| +8% | +$590K | 0.35% | 79 |
|
|
2014
Q3 | $7.31M | Buy |
274,629
+17,351
| +7% | +$462K | 0.38% | 73 |
|
|
2014
Q2 | $6.87M | Buy |
257,278
+9,652
| +4% | +$259K | 0.4% | 69 |
|
|
2014
Q1 | $6.56M | Buy |
247,626
+25,886
| +12% | +$650K | 0.45% | 64 |
|
|
2013
Q4 | $5.89M | Buy |
221,740
+26,351
| +13% | +$693K | 0.44% | 60 |
|
|
2013
Q3 | $5.01M | Buy |
195,389
+34,613
| +22% | +$909K | 0.44% | 62 |
|
|
2013
Q2 | $4.3M | Buy |
+160,776
| New | +$4.47M | 0.45% | 60 |
|
Other funds holding T
Morningstar Investment Services's T Position: Q4 2024 in Review
Morningstar Investment Services sold out of AT&T (T) in Q4 2024, closing a stake of 56,429 shares — an estimated $1.24M sold.
Morningstar Investment Services first reported a position in T in Q2 2013 and held it in 29 quarters. The position peaked at $7.54M in Q4 2014. 2,677 funds tracked by Wall St. Rank hold T as of Q4 2024.
- Morningstar Investment Services reported no remaining AT&T position as of Q4 2024 after selling out during the quarter.
- Morningstar Investment Services sold 56,429 AT&T shares in Q4 2024, an estimated $1.24M.
- Morningstar Investment Services first reported a position in AT&T in Q2 2013 and held it in 29 quarters.
- Morningstar Investment Services's AT&T position peaked at $7.54M in Q4 2014.
- 2,677 funds tracked by Wall St. Rank held AT&T as of Q4 2024.
Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.