Mosaic Family Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $691K | Sell |
37,204
-1,989
| -5% | -$36.9K | 0.18% | 86 |
|
|
2021
Q3 | $800K | Sell |
39,193
-523
| -1% | -$10.7K | 0.22% | 70 |
|
|
2021
Q2 | $863K | Sell |
39,716
-4,179
| -10% | -$90.8K | 0.25% | 54 |
|
|
2021
Q1 | $1M | Sell |
43,895
-3,116
| -7% | -$71.3K | 0.29% | 46 |
|
|
2020
Q4 | $1.02M | Buy |
47,011
+1,288
| +3% | +$28K | 0.34% | 42 |
|
|
2020
Q3 | $985K | Buy |
45,723
+3,777
| +9% | +$81.4K | 0.37% | 39 |
|
|
2020
Q2 | $958K | Sell |
41,946
-1,452
| -3% | -$33.2K | 0.4% | 34 |
|
|
2020
Q1 | $955K | Buy |
43,398
+2,665
| +7% | +$58.6K | 0.48% | 32 |
|
|
2019
Q4 | $1.2M | Sell |
40,733
-2,179
| -5% | -$64.3K | 0.48% | 30 |
|
|
2019
Q3 | $1.23M | Buy |
42,912
+2,555
| +6% | +$72.9K | 0.51% | 31 |
|
|
2019
Q2 | $1.02M | Sell |
40,357
-345
| -0.8% | -$8.73K | 0.43% | 36 |
|
|
2019
Q1 | $964K | Sell |
40,702
-184
| -0.5% | -$4.36K | 0.39% | 36 |
|
|
2018
Q4 | $881K | Hold |
40,886
| – | – | 0.36% | 40 |
|
|
2018
Q3 | $937K | Sell |
40,886
-6,763
| -14% | -$155K | 0.38% | 39 |
|
|
2018
Q2 | $1.16M | Buy |
47,649
+198
| +0.4% | +$4.8K | 0.44% | 35 |
|
|
2018
Q1 | $1.28M | Buy |
47,451
+3,313
| +8% | +$89.2K | 0.47% | 35 |
|
|
2017
Q4 | $1.3M | Sell |
44,138
-25,768
| -37% | -$757K | 0.47% | 34 |
|
|
2017
Q3 | $2.07M | Buy |
69,906
+13,643
| +24% | +$404K | 0.8% | 16 |
|
|
2017
Q2 | $1.6M | Buy |
56,263
+662
| +1% | +$18.9K | 0.67% | 21 |
|
|
2017
Q1 | $1.75M | Sell |
55,601
-9,128
| -14% | -$286K | 0.75% | 20 |
|
|
2016
Q4 | $2.08M | Buy |
64,729
+2,363
| +4% | +$75.9K | 0.96% | 18 |
|
|
2016
Q3 | $1.91M | Buy |
62,366
+10,322
| +20% | +$317K | 0.89% | 19 |
|
|
2016
Q2 | $1.7M | Sell |
52,044
-29,855
| -36% | -$975K | 0.82% | 20 |
|
|
2016
Q1 | $2.42M | Sell |
81,899
-4,238
| -5% | -$125K | 1.16% | 15 |
|
|
2015
Q4 | $2.24M | Buy |
+86,137
| New | +$2.24M | 1% | 17 |
|