Peak Asset Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-60,123
| Closed | -$1.31M | – | 141 |
|
|
2021
Q2 | $1.31M | Buy |
60,123
+1,690
| +3% | +$38.4K | 0.32% | 55 |
|
|
2021
Q1 | $1.34M | Buy |
58,433
+16,225
| +38% | +$359K | 0.32% | 57 |
|
|
2020
Q4 | $917K | Buy |
42,208
+23,614
| +127% | +$509K | 0.24% | 67 |
|
|
2020
Q3 | $400K | Buy |
18,594
+728
| +4% | +$16.3K | 0.12% | 89 |
|
|
2020
Q2 | $408K | Sell |
17,866
-741
| -4% | -$16.9K | 0.13% | 82 |
|
|
2020
Q1 | $410K | Sell |
18,607
-1,134
| -6% | -$31K | 0.16% | 74 |
|
|
2019
Q4 | $583K | Buy |
19,741
+1,856
| +10% | +$53.6K | 0.18% | 72 |
|
|
2019
Q3 | $511K | Hold |
17,885
| – | – | 0.17% | 72 |
|
|
2019
Q2 | $453K | Hold |
17,885
| – | – | 0.15% | 81 |
|
|
2019
Q1 | $424K | Buy |
17,885
+27
| +0.2% | +$621 | 0.14% | 86 |
|
|
2018
Q4 | $385K | Sell |
17,858
-2,900
| -14% | -$67.5K | 0.14% | 85 |
|
|
2018
Q3 | $526K | Sell |
20,758
-304
| -1% | -$7.45K | 0.18% | 73 |
|
|
2018
Q2 | $511K | Sell |
21,062
-1,972
| -9% | -$49.5K | 0.19% | 74 |
|
|
2018
Q1 | $620K | Sell |
23,034
-2,756
| -11% | -$76.7K | 0.23% | 68 |
|
|
2017
Q4 | $757K | Sell |
25,790
-734
| -3% | -$20K | 0.28% | 62 |
|
|
2017
Q3 | $785K | Sell |
26,524
-1,120
| -4% | -$31.8K | 0.28% | 66 |
|
|
2017
Q2 | $788K | Buy |
27,644
+2,896
| +12% | +$85.4K | 0.29% | 63 |
|
|
2017
Q1 | $777K | Sell |
24,748
-133
| -0.5% | -$4.18K | 0.29% | 65 |
|
|
2016
Q4 | $799K | Buy |
24,881
+1,384
| +6% | +$40.8K | 0.32% | 64 |
|
|
2016
Q3 | $721K | Buy |
23,497
+1,622
| +7% | +$51.3K | 0.3% | 67 |
|
|
2016
Q2 | $714K | Hold |
21,875
| – | – | 0.32% | 60 |
|
|
2016
Q1 | $647K | Hold |
21,875
| – | – | 0.31% | 61 |
|
|
2015
Q4 | $569K | Buy |
21,875
+7,984
| +57% | +$203K | 0.28% | 62 |
|
|
2015
Q3 | $342K | Hold |
13,891
| – | – | 0.18% | 79 |
|
|
2015
Q2 | $373K | Buy |
+13,891
| New | +$359K | 0.2% | 82 |
|
Other funds holding T
