NAM
Needelman Asset Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-54,225
| Closed | -$1.74M | – | 29 |
|
|
2018
Q2 | $1.74M | Buy |
54,225
+115
| +0.2% | +$3.69K | 3.79% | 5 |
|
|
2018
Q1 | $1.93M | Buy |
54,110
+29,505
| +120% | +$1.05M | 4.16% | 2 |
|
|
2017
Q4 | $957K | Buy |
24,605
+2,100
| +9% | +$81.7K | 2.39% | 25 |
|
|
2017
Q3 | $882K | Sell |
22,505
-50
| -0.2% | -$1.96K | 2.17% | 27 |
|
|
2017
Q2 | $851K | Buy |
22,555
+265
| +1% | +$10K | 2.19% | 28 |
|
|
2017
Q1 | $926K | Sell |
22,290
-80
| -0.4% | -$3.32K | 2.48% | 24 |
|
|
2016
Q4 | $951K | Buy |
22,370
+3,460
| +18% | +$147K | 2.64% | 21 |
|
|
2016
Q3 | $768K | Sell |
18,910
-25
| -0.1% | -$1.02K | 2.31% | 29 |
|
|
2016
Q2 | $818K | Sell |
18,935
-50
| -0.3% | -$2.16K | 2.34% | 25 |
|
|
2016
Q1 | $744K | Sell |
18,985
-50
| -0.3% | -$1.96K | 2.18% | 28 |
|
|
2015
Q4 | $655K | Sell |
19,035
-105
| -0.5% | -$3.61K | 1.99% | 31 |
|
|
2015
Q3 | $624K | Buy |
19,140
+875
| +5% | +$28.5K | 2.05% | 30 |
|
|
2015
Q2 | $649K | Sell |
18,265
-177
| -1% | -$6.29K | 2.05% | 29 |
|
|
2015
Q1 | $602K | Buy |
18,442
+35
| +0.2% | +$1.14K | 1.83% | 31 |
|
|
2014
Q4 | $618K | Hold |
18,407
| – | – | 1.89% | 32 |
|
|
2014
Q3 | $649K | Sell |
18,407
-200
| -1% | -$7.05K | 2.08% | 30 |
|
|
2014
Q2 | $658K | Hold |
18,607
| – | – | 2.08% | 30 |
|
|
2014
Q1 | $653K | Buy |
18,607
+160
| +0.9% | +$5.62K | 2.12% | 29 |
|
|
2013
Q4 | $649K | Hold |
18,447
| – | – | 2.14% | 28 |
|
|
2013
Q3 | $624K | Hold |
18,447
| – | – | 2.24% | 28 |
|
|
2013
Q2 | $653K | Buy |
+18,447
| New | +$653K | 2.39% | 27 |
|