Mount Vernon Associates’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
$929K Hold
32,111
0.67% 31
2025
Q1
$908K Sell
32,111
-1,248
-4% -$35.3K 0.74% 30
2024
Q4
$760K Hold
33,359
0.59% 33
2024
Q3
$734K Buy
33,359
+1,111
+3% +$24.4K 0.58% 37
2024
Q2
$616K Sell
32,248
-271
-0.8% -$5.18K 0.55% 36
2024
Q1
$572K Hold
32,519
0.49% 39
2023
Q4
$546K Sell
32,519
-500
-2% -$8.4K 0.54% 37
2023
Q3
$496K Buy
33,019
+165
+0.5% +$2.48K 0.55% 38
2023
Q2
$524K Hold
32,854
0.56% 36
2023
Q1
$632K Sell
32,854
-450
-1% -$8.66K 0.75% 32
2022
Q4
$613K Sell
33,304
-400
-1% -$7.36K 0.79% 30
2022
Q3
$517K Buy
33,704
+300
+0.9% +$4.6K 0.67% 32
2022
Q2
$700K Sell
33,404
-8,572
-20% -$180K 0.85% 30
2022
Q1
$749K Buy
41,976
+331
+0.8% +$5.91K 0.73% 31
2021
Q4
$774K Hold
41,645
0.67% 33
2021
Q3
$850K Hold
41,645
0.78% 30
2021
Q2
$905K Buy
41,645
+2,648
+7% +$57.5K 0.83% 29
2021
Q1
$892K Hold
38,997
0.88% 29
2020
Q4
$847K Buy
38,997
+1,774
+5% +$38.5K 0.89% 28
2020
Q3
$802K Buy
37,223
+163
+0.4% +$3.51K 0.96% 28
2020
Q2
$846K Hold
37,060
1.09% 27
2020
Q1
$816K Buy
37,060
+1,523
+4% +$33.5K 1.37% 25
2019
Q4
$1.05M Hold
35,537
1.43% 24
2019
Q3
$1.02M Buy
35,537
+529
+2% +$15.1K 1.52% 24
2019
Q2
$886K Hold
35,008
1.32% 24
2019
Q1
$829K Buy
35,008
+662
+2% +$15.7K 1.27% 26
2018
Q4
$740K Buy
34,346
+265
+0.8% +$5.71K 1.3% 26
2018
Q3
$864K Sell
34,081
-662
-2% -$16.8K 1.27% 27
2018
Q2
$843K Buy
34,743
+331
+1% +$8.03K 1.31% 28
2018
Q1
$927K Buy
34,412
+132
+0.4% +$3.56K 1.43% 29
2017
Q4
$1.01M Sell
34,280
-397
-1% -$11.7K 1.52% 29
2017
Q3
$1.03M Buy
34,677
+2,639
+8% +$78.1K 1.7% 29
2017
Q2
$913K Sell
32,038
-530
-2% -$15.1K 1.64% 29
2017
Q1
$1.02M Hold
32,568
1.88% 28
2016
Q4
$1.05M Buy
32,568
+2,450
+8% +$78.7K 2.06% 24
2016
Q3
$924K Buy
30,118
+66
+0.2% +$2.03K 1.91% 25
2016
Q2
$981K Buy
30,052
+102
+0.3% +$3.33K 2.09% 22
2016
Q1
$886K Buy
29,950
+2,515
+9% +$74.4K 1.96% 24
2015
Q4
$713K Hold
27,435
1.56% 30
2015
Q3
$675K Buy
27,435
+1,722
+7% +$42.4K 1.57% 31
2015
Q2
$690K Buy
25,713
+1,952
+8% +$52.4K 1.49% 34
2015
Q1
$586K Buy
23,761
+331
+1% +$8.16K 1.27% 37
2014
Q4
$594K Buy
23,430
+1,093
+5% +$27.7K 1.36% 35
2014
Q3
$595K Buy
22,337
+6,752
+43% +$180K 1.48% 30
2014
Q2
$416K Buy
15,585
+397
+3% +$10.6K 1.06% 41
2014
Q1
$402K Buy
15,188
+133
+0.9% +$3.52K 1.05% 40
2013
Q4
$400K Buy
15,055
+463
+3% +$12.3K 1.05% 40
2013
Q3
$373K Sell
14,592
-794
-5% -$20.3K 1.14% 40
2013
Q2
$411K Buy
+15,386
New +$411K 0.44% 43