PWAG
Polaris Wealth Advisory Group’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,786
| Closed | -$208K | – | 191 |
|
|
2023
Q1 | $208K | Sell |
10,786
-328
| -3% | -$6.31K | 0.02% | 167 |
|
|
2022
Q4 | $216K | Sell |
11,114
-57
| -0.5% | -$1.11K | 0.02% | 162 |
|
|
2022
Q3 | $166K | Buy |
+11,171
| New | +$166K | 0.01% | 156 |
|
|
2022
Q1 | – | Sell |
-1,837,932
| Closed | -$45.2M | – | 196 |
|
|
2021
Q4 | $45.2M | Buy |
1,837,932
+1,828,691
| +19,789% | +$45M | 2.6% | 6 |
|
|
2021
Q3 | $250K | Buy |
9,241
+515
| +6% | +$13.9K | 0.02% | 148 |
|
|
2021
Q2 | $254K | Sell |
8,726
-2,527
| -22% | -$73.6K | 0.02% | 149 |
|
|
2021
Q1 | $338K | Sell |
11,253
-522,774
| -98% | -$15.7M | 0.02% | 141 |
|
|
2020
Q4 | $15.5M | Buy |
534,027
+520,718
| +3,913% | +$15.1M | 1.16% | 37 |
|
|
2020
Q3 | $382K | Sell |
13,309
-13,655
| -51% | -$392K | 0.04% | 119 |
|
|
2020
Q2 | $806K | Buy |
26,964
+2,018
| +8% | +$60.3K | 0.06% | 94 |
|
|
2020
Q1 | $727K | Sell |
24,946
-690,743
| -97% | -$20.1M | 0.08% | 83 |
|
|
2019
Q4 | $27.2M | Sell |
715,689
-74,762
| -9% | -$2.84M | 1.82% | 22 |
|
|
2019
Q3 | $29.3M | Buy |
790,451
+15,705
| +2% | +$582K | 2.39% | 10 |
|
|
2019
Q2 | $25.9M | Buy |
774,746
+76,545
| +11% | +$2.56M | 1.96% | 17 |
|
|
2019
Q1 | $22.3M | Buy |
698,201
+683,783
| +4,743% | +$21.8M | 1.68% | 28 |
|
|
2018
Q4 | $411K | Sell |
14,418
-2,947
| -17% | -$84K | 0.04% | 109 |
|
|
2018
Q3 | $583K | Buy |
17,365
+14,796
| +576% | +$497K | 0.04% | 105 |
|
|
2018
Q2 | $92K | Sell |
2,569
-13,725
| -84% | -$492K | 0.01% | 109 |
|
|
2018
Q1 | $581K | Sell |
16,294
-600
| -4% | -$21.4K | 0.05% | 100 |
|
|
2017
Q4 | $657K | Sell |
16,894
-3,924
| -19% | -$153K | 0.05% | 95 |
|
|
2017
Q3 | $815K | Buy |
20,818
+1,125
| +6% | +$44K | 0.07% | 95 |
|
|
2017
Q2 | $743K | Sell |
19,693
-318,441
| -94% | -$12M | 0.08% | 81 |
|
|
2017
Q1 | $14M | Buy |
338,134
+11,838
| +4% | +$492K | 1.53% | 34 |
|
|
2016
Q4 | $13.9M | Sell |
326,296
-3,304
| -1% | -$141K | 1.61% | 30 |
|
|
2016
Q3 | $13.4M | Buy |
329,600
+321,702
| +4,073% | +$13.1M | 1.6% | 35 |
|
|
2016
Q2 | $341K | Sell |
7,898
-6,578
| -45% | -$284K | 0.05% | 78 |
|
|
2016
Q1 | $567K | Sell |
14,476
-14,555
| -50% | -$570K | 0.09% | 65 |
|
|
2015
Q4 | $999K | Buy |
29,031
+18,567
| +177% | +$639K | 0.16% | 58 |
|
|
2015
Q3 | $341K | Buy |
+10,464
| New | +$341K | 0.07% | 60 |
|
|
2014
Q2 | – | Sell |
-18
| Closed | -$1K | – | 134 |
|
|
2014
Q1 | $1K | Sell |
18
-972
| -98% | -$54K | ﹤0.01% | 156 |
|
|
2013
Q4 | $35K | Buy |
+990
| New | +$35K | 0.01% | 111 |
|
|
2013
Q3 | – | Sell |
-612
| Closed | -$21.7K | – | 164 |
|
|
2013
Q2 | $21.7K | Buy |
+612
| New | +$21.7K | 0.01% | 109 |
|