Peterson Financial Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $40.8K | Buy |
+1,855
| New | +$40.8K | 0.16% | 105 |
|
2023
Q1 | – | Sell |
-57,186
| Closed | -$1.05M | – | 66 |
|
2022
Q4 | $1.05M | Sell |
57,186
-30,210
| -35% | -$556K | 1.39% | 29 |
|
2022
Q3 | $1.34M | Buy |
87,396
+40,582
| +87% | +$623K | 1.3% | 34 |
|
2022
Q2 | $981K | Sell |
46,814
-7,826
| -14% | -$164K | 0.92% | 45 |
|
2022
Q1 | $975K | Buy |
54,640
+4,308
| +9% | +$76.9K | 0.81% | 51 |
|
2021
Q4 | $935K | Buy |
+50,332
| New | +$935K | 0.76% | 52 |
|