Palisades Hudson Asset 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 | $215K | Buy |
7,409
+8
| +0.1% | +$232 | 0.08% | 102 |
|
|
2025
Q1 | $209K | Buy |
+7,401
| New | +$209K | 0.09% | 96 |
|
|
2022
Q3 | – | Sell |
-10,078
| Closed | -$211K | – | 103 |
|
|
2022
Q2 | $211K | Sell |
10,078
-2,589
| -20% | -$54.2K | 0.12% | 99 |
|
|
2022
Q1 | $226K | Sell |
12,667
-4,598
| -27% | -$82K | 0.11% | 105 |
|
|
2021
Q4 | $321K | Hold |
17,265
| – | – | 0.14% | 84 |
|
|
2021
Q3 | $352K | Buy |
17,265
+2,563
| +17% | +$52.3K | 0.16% | 75 |
|
|
2021
Q2 | $320K | Hold |
14,702
| – | – | 0.14% | 81 |
|
|
2021
Q1 | $336K | Sell |
14,702
-3,220
| -18% | -$73.6K | 0.16% | 72 |
|
|
2020
Q4 | $390K | Buy |
17,922
+18
| +0.1% | +$392 | 0.2% | 59 |
|
|
2020
Q3 | $385K | Hold |
17,904
| – | – | 0.25% | 56 |
|
|
2020
Q2 | $409K | Hold |
17,904
| – | – | 0.28% | 46 |
|
|
2020
Q1 | $394K | Sell |
17,904
-400
| -2% | -$8.8K | 0.33% | 41 |
|
|
2019
Q4 | $540K | Hold |
18,304
| – | – | 0.35% | 37 |
|
|
2019
Q3 | $523K | Hold |
18,304
| – | – | 0.36% | 38 |
|
|
2019
Q2 | $463K | Hold |
18,304
| – | – | 0.32% | 43 |
|
|
2019
Q1 | $434K | Sell |
18,304
-4,806
| -21% | -$114K | 0.28% | 46 |
|
|
2018
Q4 | $498K | Sell |
23,110
-2,975
| -11% | -$64.1K | 0.29% | 40 |
|
|
2018
Q3 | $662K | Sell |
26,085
-166
| -0.6% | -$4.21K | 0.34% | 31 |
|
|
2018
Q2 | $637K | Buy |
26,251
+10,952
| +72% | +$266K | 0.34% | 29 |
|
|
2018
Q1 | $412K | Hold |
15,299
| – | – | 0.22% | 55 |
|
|
2017
Q4 | $449K | Hold |
15,299
| – | – | 0.25% | 48 |
|
|
2017
Q3 | $453K | Sell |
15,299
-1,639
| -10% | -$48.5K | 0.26% | 45 |
|
|
2017
Q2 | $483K | Hold |
16,938
| – | – | 0.28% | 41 |
|
|
2017
Q1 | $532K | Sell |
16,938
-1,609
| -9% | -$50.5K | 0.34% | 29 |
|
|
2016
Q4 | $596K | Hold |
18,547
| – | – | 0.37% | 27 |
|
|
2016
Q3 | $569K | Hold |
18,547
| – | – | 0.44% | 25 |
|
|
2016
Q2 | $605K | Hold |
18,547
| – | – | 0.49% | 23 |
|
|
2016
Q1 | $549K | Buy |
18,547
+1,609
| +9% | +$47.6K | 0.43% | 27 |
|
|
2015
Q4 | $440K | Buy |
16,938
+2,738
| +19% | +$71.1K | 0.37% | 36 |
|
|
2015
Q3 | $349K | Buy |
14,200
+5,729
| +68% | +$141K | 0.31% | 44 |
|
|
2015
Q2 | $227K | Buy |
+8,471
| New | +$227K | 0.2% | 81 |
|
|
2014
Q4 | – | Sell |
-9,154
| Closed | -$244K | – | 95 |
|
|
2014
Q3 | $244K | Hold |
9,154
| – | – | 0.2% | 66 |
|
|
2014
Q2 | $244K | Sell |
9,154
-179
| -2% | -$4.77K | 0.2% | 61 |
|
|
2014
Q1 | $247K | Buy |
9,333
+179
| +2% | +$4.74K | 0.21% | 58 |
|
|
2013
Q4 | $243K | Hold |
9,154
| – | – | 0.2% | 57 |
|
|
2013
Q3 | $234K | Hold |
9,154
| – | – | 0.21% | 54 |
|
|
2013
Q2 | $245K | Buy |
+9,154
| New | +$245K | 0.23% | 49 |
|