Parcion Private Wealth’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 | $431K | Buy |
14,910
+364
| +3% | +$10.5K | 0.03% | 185 |
|
|
2025
Q1 | $411K | Buy |
14,546
+1,904
| +15% | +$53.8K | 0.03% | 185 |
|
|
2024
Q4 | $288K | Sell |
12,642
-5,018
| -28% | -$114K | 0.02% | 199 |
|
|
2024
Q3 | $389K | Sell |
17,660
-73
| -0.4% | -$1.61K | 0.03% | 176 |
|
|
2024
Q2 | $339K | Sell |
17,733
-1,310
| -7% | -$25K | 0.03% | 158 |
|
|
2024
Q1 | $335K | Buy |
19,043
+18
| +0.1% | +$317 | 0.03% | 159 |
|
|
2023
Q4 | $319K | Hold |
19,025
| – | – | 0.03% | 161 |
|
|
2023
Q3 | $286K | Sell |
19,025
-6,811
| -26% | -$102K | 0.03% | 159 |
|
|
2023
Q2 | $412K | Buy |
25,836
+4,999
| +24% | +$79.7K | 0.04% | 142 |
|
|
2023
Q1 | $401K | Hold |
20,837
| – | – | 0.04% | 147 |
|
|
2022
Q4 | $384K | Buy |
20,837
+132
| +0.6% | +$2.43K | 0.04% | 148 |
|
|
2022
Q3 | $318K | Hold |
20,705
| – | – | 0.04% | 170 |
|
|
2022
Q2 | $381K | Sell |
20,705
-5,590
| -21% | -$103K | 0.04% | 171 |
|
|
2022
Q1 | $469K | Hold |
26,295
| – | – | 0.04% | 143 |
|
|
2021
Q4 | $540K | Sell |
26,295
-1,746
| -6% | -$35.9K | 0.05% | 132 |
|
|
2021
Q3 | $545K | Hold |
28,041
| – | – | 0.05% | 141 |
|
|
2021
Q2 | $610K | Hold |
28,041
| – | – | 0.06% | 135 |
|
|
2021
Q1 | $641K | Buy |
28,041
+5,627
| +25% | +$129K | 0.07% | 128 |
|
|
2020
Q4 | $487K | Sell |
22,414
-26,426
| -54% | -$574K | 0.06% | 128 |
|
|
2020
Q3 | $1.06M | Sell |
48,840
-2,658
| -5% | -$57.6K | 0.16% | 95 |
|
|
2020
Q2 | $1.19M | Buy |
51,498
+246
| +0.5% | +$5.67K | 0.2% | 77 |
|
|
2020
Q1 | $1.13M | Buy |
51,252
+489
| +1% | +$10.8K | 0.31% | 63 |
|
|
2019
Q4 | $1.5M | Buy |
+50,763
| New | +$1.5M | 0.33% | 62 |
|