PAM
Peak Asset Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-45,410
| Closed | -$1.31M | – | 139 |
|
|
2021
Q2 | $1.31M | Buy |
45,410
+1,276
| +3% | +$36.7K | 0.32% | 55 |
|
|
2021
Q1 | $1.34M | Buy |
44,134
+12,255
| +38% | +$371K | 0.32% | 57 |
|
|
2020
Q4 | $917K | Buy |
31,879
+17,835
| +127% | +$513K | 0.24% | 67 |
|
|
2020
Q3 | $400K | Buy |
14,044
+550
| +4% | +$15.7K | 0.12% | 89 |
|
|
2020
Q2 | $408K | Sell |
13,494
-560
| -4% | -$16.9K | 0.13% | 82 |
|
|
2020
Q1 | $410K | Sell |
14,054
-856
| -6% | -$25K | 0.16% | 74 |
|
|
2019
Q4 | $583K | Buy |
14,910
+1,402
| +10% | +$54.8K | 0.18% | 72 |
|
|
2019
Q3 | $511K | Hold |
13,508
| – | – | 0.17% | 72 |
|
|
2019
Q2 | $453K | Hold |
13,508
| – | – | 0.15% | 81 |
|
|
2019
Q1 | $424K | Buy |
13,508
+20
| +0.1% | +$640 | 0.14% | 86 |
|
|
2018
Q4 | $385K | Sell |
13,488
-2,190
| -14% | -$62.5K | 0.14% | 85 |
|
|
2018
Q3 | $526K | Sell |
15,678
-230
| -1% | -$7.7K | 0.18% | 73 |
|
|
2018
Q2 | $511K | Sell |
15,908
-1,489
| -9% | -$47.8K | 0.19% | 74 |
|
|
2018
Q1 | $620K | Sell |
17,397
-2,082
| -11% | -$74.2K | 0.23% | 68 |
|
|
2017
Q4 | $757K | Sell |
19,479
-554
| -3% | -$21.5K | 0.28% | 62 |
|
|
2017
Q3 | $785K | Sell |
20,033
-846
| -4% | -$33.1K | 0.28% | 66 |
|
|
2017
Q2 | $788K | Buy |
20,879
+2,187
| +12% | +$82.6K | 0.29% | 63 |
|
|
2017
Q1 | $777K | Sell |
18,692
-100
| -0.5% | -$4.18K | 0.29% | 65 |
|
|
2016
Q4 | $799K | Buy |
18,792
+1,045
| +6% | +$44.4K | 0.32% | 64 |
|
|
2016
Q3 | $721K | Buy |
17,747
+1,225
| +7% | +$49.8K | 0.3% | 67 |
|
|
2016
Q2 | $714K | Hold |
16,522
| – | – | 0.32% | 60 |
|
|
2016
Q1 | $647K | Hold |
16,522
| – | – | 0.31% | 61 |
|
|
2015
Q4 | $569K | Buy |
16,522
+6,030
| +57% | +$208K | 0.28% | 62 |
|
|
2015
Q3 | $342K | Hold |
10,492
| – | – | 0.18% | 79 |
|
|
2015
Q2 | $373K | Buy |
+10,492
| New | +$373K | 0.2% | 82 |
|