Perigon Wealth 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 | $3.83M | Buy |
132,474
+7,488
| +6% | +$217K | 0.09% | 225 |
|
|
2025
Q1 | $3.53M | Buy |
124,986
+2,566
| +2% | +$72.6K | 0.09% | 220 |
|
|
2024
Q4 | $2.7M | Buy |
122,420
+14,756
| +14% | +$325K | 0.07% | 265 |
|
|
2024
Q3 | $2.37M | Sell |
107,664
-9,800
| -8% | -$216K | 0.06% | 260 |
|
|
2024
Q2 | $2.24M | Sell |
117,464
-6,314
| -5% | -$121K | 0.07% | 242 |
|
|
2024
Q1 | $2.18M | Buy |
123,778
+4,357
| +4% | +$76.7K | 0.07% | 240 |
|
|
2023
Q4 | $2M | Buy |
119,421
+13,758
| +13% | +$231K | 0.07% | 225 |
|
|
2023
Q3 | $1.59M | Sell |
105,663
-6,321
| -6% | -$94.9K | 0.06% | 234 |
|
|
2023
Q2 | $1.79M | Buy |
111,984
+33,560
| +43% | +$535K | 0.07% | 218 |
|
|
2023
Q1 | $1.51M | Buy |
78,424
+3,203
| +4% | +$61.7K | 0.09% | 208 |
|
|
2022
Q4 | $1.38M | Buy |
75,221
+40,737
| +118% | +$750K | 0.09% | 217 |
|
|
2022
Q3 | $529K | Sell |
34,484
-5,103
| -13% | -$78.3K | 0.05% | 323 |
|
|
2022
Q2 | $830K | Sell |
39,587
-9,122
| -19% | -$191K | 0.07% | 236 |
|
|
2022
Q1 | $869K | Sell |
48,709
-10,149
| -17% | -$181K | 0.06% | 258 |
|
|
2021
Q4 | $1.09M | Buy |
58,858
+7,568
| +15% | +$141K | 0.08% | 211 |
|
|
2021
Q3 | $1.05M | Sell |
51,290
-13,093
| -20% | -$267K | 0.09% | 193 |
|
|
2021
Q2 | $1.4M | Sell |
64,383
-11,812
| -16% | -$257K | 0.12% | 148 |
|
|
2021
Q1 | $1.74M | Buy |
76,195
+4,471
| +6% | +$102K | 0.18% | 115 |
|
|
2020
Q4 | $1.56M | Buy |
71,724
+2,590
| +4% | +$56.3K | 0.18% | 97 |
|
|
2020
Q3 | $1.49M | Buy |
69,134
+3,286
| +5% | +$70.8K | 0.21% | 87 |
|
|
2020
Q2 | $1.5M | Sell |
65,848
-5,467
| -8% | -$125K | 0.24% | 79 |
|
|
2020
Q1 | $1.66M | Buy |
71,315
+28,139
| +65% | +$653K | 0.31% | 67 |
|
|
2019
Q4 | $1.28M | Buy |
43,176
+22,716
| +111% | +$671K | 0.26% | 72 |
|
|
2019
Q3 | $586K | Sell |
20,460
-6,290
| -24% | -$180K | 0.14% | 108 |
|
|
2019
Q2 | $677K | Buy |
26,750
+498
| +2% | +$12.6K | 0.16% | 100 |
|
|
2019
Q1 | $612K | Sell |
26,252
-6,042
| -19% | -$141K | 0.14% | 103 |
|
|
2018
Q4 | $761K | Buy |
32,294
+2,324
| +8% | +$54.8K | 0.19% | 91 |
|
|
2018
Q3 | $760K | Buy |
29,970
+17,869
| +148% | +$453K | 0.19% | 90 |
|
|
2018
Q2 | $293K | Buy |
12,101
+4,350
| +56% | +$105K | 0.09% | 190 |
|
|
2018
Q1 | $209K | Sell |
7,751
-1,933
| -20% | -$52.1K | 0.08% | 161 |
|
|
2017
Q4 | $284K | Sell |
9,684
-91
| -0.9% | -$2.67K | 0.11% | 113 |
|
|
2017
Q3 | $289K | Sell |
9,775
-6,241
| -39% | -$185K | 0.09% | 163 |
|
|
2017
Q2 | $456K | Sell |
16,016
-8,038
| -33% | -$229K | 0.1% | 177 |
|
|
2017
Q1 | $755K | Sell |
24,054
-141
| -0.6% | -$4.43K | 0.16% | 131 |
|
|
2016
Q4 | $768K | Sell |
24,195
-3,041
| -11% | -$96.5K | 0.17% | 129 |
|
|
2016
Q3 | $835K | Buy |
27,236
+4,896
| +22% | +$150K | 0.21% | 104 |
|
|
2016
Q2 | $729K | Sell |
22,340
-8,377
| -27% | -$273K | 0.19% | 113 |
|
|
2016
Q1 | $652K | Hold |
30,717
| – | – | 0.2% | 96 |
|
|
2015
Q4 | $798K | Sell |
30,717
-329
| -1% | -$8.55K | 0.22% | 112 |
|
|
2015
Q3 | $764K | Hold |
31,046
| – | – | 0.23% | 108 |
|
|
2015
Q2 | $833K | Sell |
31,046
-3,310
| -10% | -$88.8K | 0.22% | 109 |
|
|
2015
Q1 | $847K | Sell |
34,356
-894
| -3% | -$22K | 0.23% | 107 |
|
|
2014
Q4 | $894K | Sell |
35,250
-5,674
| -14% | -$144K | 0.27% | 87 |
|
|
2014
Q3 | $1.09M | Buy |
40,924
+1,438
| +4% | +$38.3K | 0.32% | 79 |
|
|
2014
Q2 | $1.06M | Buy |
39,486
+26,905
| +214% | +$719K | 0.3% | 82 |
|
|
2014
Q1 | $333K | Sell |
12,581
-662
| -5% | -$17.5K | 0.18% | 98 |
|
|
2013
Q4 | $351K | Buy |
+13,243
| New | +$351K | 0.19% | 92 |
|