Planning Alternatives’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 | $207K | Buy |
+7,144
| New | +$207K | 0.03% | 80 |
|
|
2017
Q2 | – | Sell |
-12,060
| Closed | -$378K | – | 56 |
|
|
2017
Q1 | $378K | Buy |
12,060
+5,296
| +78% | +$166K | 0.07% | 41 |
|
|
2016
Q4 | $217K | Hold |
6,764
| – | – | 0.04% | 44 |
|
|
2016
Q3 | $207K | Hold |
6,764
| – | – | 0.04% | 43 |
|
|
2016
Q2 | $221K | Sell |
6,764
-1,804
| -21% | -$58.9K | 0.05% | 45 |
|
|
2016
Q1 | $253K | Hold |
8,568
| – | – | 0.06% | 41 |
|
|
2015
Q4 | $223K | Buy |
+8,568
| New | +$223K | 0.05% | 45 |
|
|
2015
Q1 | – | Sell |
-8,578
| Closed | -$218K | – | 48 |
|
|
2014
Q4 | $218K | Buy |
8,578
+30
| +0.4% | +$762 | 0.05% | 44 |
|
|
2014
Q3 | $228K | Sell |
8,548
-417
| -5% | -$11.1K | 0.06% | 42 |
|
|
2014
Q2 | $239K | Buy |
+8,965
| New | +$239K | 0.06% | 41 |
|