Novare 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
$971K Buy
33,545
+290
+0.9% +$8.39K 0.08% 120
2025
Q1
$940K Buy
33,255
+1,180
+4% +$33.4K 0.08% 117
2024
Q4
$730K Buy
32,075
+351
+1% +$7.99K 0.06% 127
2024
Q3
$698K Buy
31,724
+396
+1% +$8.71K 0.06% 128
2024
Q2
$599K Buy
31,328
+449
+1% +$8.58K 0.05% 128
2024
Q1
$543K Buy
30,879
+419
+1% +$7.38K 0.05% 129
2023
Q4
$511K Buy
30,460
+470
+2% +$7.89K 0.05% 124
2023
Q3
$450K Sell
29,990
-296
-1% -$4.45K 0.05% 126
2023
Q2
$483K Buy
30,286
+417
+1% +$6.65K 0.05% 127
2023
Q1
$575K Buy
29,869
+344
+1% +$6.62K 0.07% 121
2022
Q4
$544K Sell
29,525
-3,127
-10% -$57.6K 0.06% 122
2022
Q3
$501K Sell
32,652
-301
-0.9% -$4.62K 0.06% 119
2022
Q2
$691K Sell
32,953
-7,835
-19% -$164K 0.09% 109
2022
Q1
$728K Sell
40,788
-373
-0.9% -$6.66K 0.08% 110
2021
Q4
$765K Buy
+41,161
New +$765K 0.08% 104
2020
Q4
Sell
-11,752
Closed -$253K 151
2020
Q3
$253K Sell
11,752
-458,075
-97% -$9.86M 0.04% 121
2020
Q2
$10.7M Buy
469,827
+20,303
+5% +$464K 1.6% 13
2020
Q1
$9.9M Buy
449,524
+15,008
+3% +$330K 1.74% 13
2019
Q4
$12.8M Buy
434,516
+5,397
+1% +$159K 1.79% 11
2019
Q3
$12.3M Buy
429,119
+4,316
+1% +$123K 1.82% 11
2019
Q2
$10.8M Buy
424,803
+5,701
+1% +$144K 1.64% 14
2019
Q1
$9.93M Buy
419,102
+21,451
+5% +$508K 1.55% 15
2018
Q4
$8.57M Buy
397,651
+21,387
+6% +$461K 1.56% 13
2018
Q3
$9.37M Buy
376,264
+15,458
+4% +$385K 1.5% 17
2018
Q2
$8.75M Buy
360,806
+10,213
+3% +$248K 1.49% 13
2018
Q1
$9.44M Buy
350,593
+14,034
+4% +$378K 1.65% 10
2017
Q4
$9.88M Buy
336,559
+8,596
+3% +$252K 1.68% 9
2017
Q3
$9.7M Buy
327,963
+137,094
+72% +$4.06M 1.71% 9
2017
Q2
$5.44M Buy
190,869
+1,827
+1% +$52.1K 1.22% 37
2017
Q1
$5.93M Sell
189,042
-454
-0.2% -$14.2K 1.38% 28
2016
Q4
$6.09M Buy
189,496
+9,601
+5% +$308K 1.49% 21
2016
Q3
$5.52M Buy
179,895
+2,114
+1% +$64.8K 1.44% 22
2016
Q2
$5.8M Sell
177,781
-5,748
-3% -$188K 1.56% 19
2016
Q1
$5.43M Buy
183,529
+4,718
+3% +$140K 1.52% 23
2015
Q4
$4.65M Buy
178,811
+72,590
+68% +$1.89M 1.27% 35
2015
Q3
$2.61M Buy
+106,221
New +$2.61M 0.72% 60
2015
Q2
Sell
-9,553
Closed -$236K 116
2015
Q1
$236K Sell
9,553
-1,636
-15% -$40.4K 0.06% 107
2014
Q4
$284K Sell
11,189
-879
-7% -$22.3K 0.07% 103
2014
Q3
$321K Buy
12,068
+1,742
+17% +$46.3K 0.08% 104
2014
Q2
$276K Sell
10,326
-1,258
-11% -$33.6K 0.07% 112
2014
Q1
$307K Sell
11,584
-6,694
-37% -$177K 0.08% 106
2013
Q4
$485K Buy
18,278
+3,163
+21% +$83.9K 0.13% 96
2013
Q3
$386K Buy
15,115
+438
+3% +$11.2K 0.12% 100
2013
Q2
$392K Buy
+14,677
New +$392K 0.13% 96