Nicolet Advisory Services’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
$939K Sell
33,846
-7,139
-17% -$198K 0.08% 133
2025
Q1
$1.08M Sell
40,985
-902
-2% -$23.8K 0.11% 100
2024
Q4
$909K Sell
41,887
-7,269
-15% -$158K 0.08% 125
2024
Q3
$1.08M Sell
49,156
-7,974
-14% -$176K 0.1% 107
2024
Q2
$1.07M Sell
57,130
-383
-0.7% -$7.18K 0.1% 102
2024
Q1
$972K Buy
57,513
+1,104
+2% +$18.7K 0.1% 97
2023
Q4
$985K Sell
56,409
-7,511
-12% -$131K 0.11% 97
2023
Q3
$936K Sell
63,920
-101
-0.2% -$1.48K 0.1% 105
2023
Q2
$1.02M Buy
64,021
+10,043
+19% +$159K 0.11% 96
2023
Q1
$1.06M Buy
53,978
+3,953
+8% +$77.7K 0.12% 90
2022
Q4
$971K Sell
50,025
-1,002
-2% -$19.4K 0.13% 79
2022
Q3
$760K Buy
51,027
+3,221
+7% +$48K 0.12% 69
2022
Q2
$1.01M Sell
47,806
-43,750
-48% -$925K 0.15% 62
2022
Q1
$1.67M Buy
91,556
+27,726
+43% +$505K 0.22% 46
2021
Q4
$1.19M Sell
63,830
-5,716
-8% -$106K 0.15% 60
2021
Q3
$1.42M Sell
69,546
-4,219
-6% -$86.1K 0.18% 56
2021
Q2
$1.6M Sell
73,765
-2,503
-3% -$54.4K 0.21% 51
2021
Q1
$1.74M Sell
76,268
-6,854
-8% -$157K 0.24% 48
2020
Q4
$1.81M Buy
83,122
+1,726
+2% +$37.5K 0.25% 48
2020
Q3
$1.75M Sell
81,396
-10,658
-12% -$230K 0.27% 43
2020
Q2
$2.1M Sell
92,054
-9,976
-10% -$228K 0.32% 47
2020
Q1
$2.25M Buy
102,030
+27,264
+36% +$600K 0.4% 44
2019
Q4
$2.21M Buy
74,766
+2,433
+3% +$71.8K 0.35% 43
2019
Q3
$2.07M Sell
72,333
-4,250
-6% -$121K 0.31% 40
2019
Q2
$1.94M Sell
76,583
-8,861
-10% -$224K 0.3% 38
2019
Q1
$2.02M Buy
+85,444
New +$2.02M 0.34% 36