Northwest Capital Management’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 | $145K | Sell |
5,000
-287
| -5% | -$8.31K | 0.08% | 116 |
|
|
2025
Q1 | $150K | Hold |
5,287
| – | – | 0.06% | 129 |
|
|
2024
Q4 | $120K | Hold |
5,287
| – | – | 0.05% | 139 |
|
|
2024
Q3 | $116K | Hold |
5,287
| – | – | 0.04% | 145 |
|
|
2024
Q2 | $101K | Sell |
5,287
-1,746
| -25% | -$33.4K | 0.04% | 153 |
|
|
2024
Q1 | $124K | Hold |
7,033
| – | – | 0.04% | 163 |
|
|
2023
Q4 | $118K | Sell |
7,033
-995
| -12% | -$16.7K | 0.04% | 162 |
|
|
2023
Q3 | $121K | Buy |
8,028
+121
| +2% | +$1.82K | 0.05% | 150 |
|
|
2023
Q2 | $126K | Buy |
+7,907
| New | +$126K | 0.05% | 145 |
|
|
2021
Q4 | – | Sell |
-11,412
| Closed | -$220K | – | 102 |
|
|
2021
Q3 | $220K | Buy |
11,412
+3
| +0% | +$58 | 0.11% | 89 |
|
|
2021
Q2 | $242K | Sell |
11,409
-165
| -1% | -$3.5K | 0.14% | 72 |
|
|
2021
Q1 | $265K | Sell |
11,574
-1,870
| -14% | -$42.8K | 0.19% | 51 |
|
|
2020
Q4 | $292K | Sell |
13,444
-198
| -1% | -$4.3K | 0.22% | 49 |
|
|
2020
Q3 | $294K | Sell |
13,642
-154
| -1% | -$3.32K | 0.24% | 46 |
|
|
2020
Q2 | $315K | Sell |
13,796
-306
| -2% | -$6.99K | 0.28% | 42 |
|
|
2020
Q1 | $310K | Sell |
14,102
-1,903
| -12% | -$41.8K | 0.31% | 40 |
|
|
2019
Q4 | $472K | Buy |
16,005
+140
| +0.9% | +$4.13K | 0.43% | 34 |
|
|
2019
Q3 | $453K | Buy |
15,865
+27
| +0.2% | +$771 | 0.48% | 33 |
|
|
2019
Q2 | $401K | Sell |
15,838
-1,545
| -9% | -$39.1K | 0.44% | 39 |
|
|
2019
Q1 | $412K | Buy |
17,383
+404
| +2% | +$9.58K | 0.5% | 37 |
|
|
2018
Q4 | $366K | Buy |
16,979
+195
| +1% | +$4.2K | 0.51% | 41 |
|
|
2018
Q3 | $426K | Buy |
16,784
+6,994
| +71% | +$178K | 0.45% | 38 |
|
|
2018
Q2 | $237K | Sell |
9,790
-2,752
| -22% | -$66.6K | 0.29% | 48 |
|
|
2018
Q1 | $338K | Buy |
12,542
+333
| +3% | +$8.97K | 0.36% | 40 |
|
|
2017
Q4 | $358K | Buy |
+12,209
| New | +$358K | 0.39% | 39 |
|