Polaris Wealth Advisory Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,786
| Closed | -$208K | – | 191 |
|
|
2023
Q1 | $208K | Sell |
10,786
-328
| -3% | -$6.27K | 0.02% | 167 |
|
|
2022
Q4 | $216K | Sell |
11,114
-57
| -0.5% | -$1.02K | 0.02% | 162 |
|
|
2022
Q3 | $166K | Buy |
+11,171
| New | +$203K | 0.01% | 156 |
|
|
2022
Q1 | – | Sell |
-2,433,422
| Closed | -$45.2M | – | 196 |
|
|
2021
Q4 | $45.2M | Buy |
2,433,422
+2,421,187
| +19,789% | +$45.3M | 2.6% | 6 |
|
|
2021
Q3 | $250K | Buy |
12,235
+682
| +6% | +$14.3K | 0.02% | 148 |
|
|
2021
Q2 | $254K | Sell |
11,553
-3,346
| -22% | -$76.1K | 0.02% | 149 |
|
|
2021
Q1 | $338K | Sell |
14,899
-692,153
| -98% | -$15.3M | 0.02% | 141 |
|
|
2020
Q4 | $15.5M | Buy |
707,052
+689,431
| +3,913% | +$14.9M | 1.16% | 37 |
|
|
2020
Q3 | $382K | Sell |
17,621
-18,079
| -51% | -$404K | 0.04% | 119 |
|
|
2020
Q2 | $806K | Buy |
35,700
+2,671
| +8% | +$60.8K | 0.06% | 94 |
|
|
2020
Q1 | $727K | Sell |
33,029
-914,543
| -97% | -$25M | 0.08% | 83 |
|
|
2019
Q4 | $27.2M | Sell |
947,572
-98,985
| -9% | -$2.86M | 1.82% | 22 |
|
|
2019
Q3 | $29.3M | Buy |
1,046,557
+20,793
| +2% | +$551K | 2.39% | 10 |
|
|
2019
Q2 | $25.9M | Buy |
1,025,764
+101,346
| +11% | +$2.43M | 1.96% | 17 |
|
|
2019
Q1 | $22.3M | Buy |
924,418
+905,329
| +4,743% | +$20.8M | 1.68% | 28 |
|
|
2018
Q4 | $411K | Sell |
19,089
-3,902
| -17% | -$90.8K | 0.04% | 109 |
|
|
2018
Q3 | $583K | Buy |
22,991
+19,590
| +576% | +$480K | 0.04% | 105 |
|
|
2018
Q2 | $92K | Sell |
3,401
-18,172
| -84% | -$456K | 0.01% | 109 |
|
|
2018
Q1 | $581K | Sell |
21,573
-795
| -4% | -$22.1K | 0.05% | 100 |
|
|
2017
Q4 | $657K | Sell |
22,368
-5,195
| -19% | -$142K | 0.05% | 95 |
|
|
2017
Q3 | $815K | Buy |
27,563
+1,489
| +6% | +$42.3K | 0.07% | 95 |
|
|
2017
Q2 | $743K | Sell |
26,074
-421,615
| -94% | -$12.4M | 0.08% | 81 |
|
|
2017
Q1 | $14M | Buy |
447,689
+15,673
| +4% | +$493K | 1.53% | 34 |
|
|
2016
Q4 | $13.9M | Sell |
432,016
-4,374
| -1% | -$129K | 1.61% | 30 |
|
|
2016
Q3 | $13.4M | Buy |
436,390
+425,933
| +4,073% | +$13.5M | 1.6% | 35 |
|
|
2016
Q2 | $341K | Sell |
10,457
-8,709
| -45% | -$259K | 0.05% | 78 |
|
|
2016
Q1 | $567K | Sell |
19,166
-19,271
| -50% | -$534K | 0.09% | 65 |
|
|
2015
Q4 | $999K | Buy |
38,437
+24,583
| +177% | +$624K | 0.16% | 58 |
|
|
2015
Q3 | $341K | Buy |
+13,854
| New | +$353K | 0.07% | 60 |
|
|
2014
Q2 | – | Sell |
-24
| Closed | -$1K | – | 134 |
|
|
2014
Q1 | $1K | Sell |
24
-1,287
| -98% | -$32.3K | ﹤0.01% | 156 |
|
|
2013
Q4 | $35K | Buy |
+1,311
| New | +$34.5K | 0.01% | 111 |
|
|
2013
Q3 | – | Sell |
-810
| Closed | -$21.7K | – | 164 |
|
|
2013
Q2 | $21.7K | Buy |
+810
| New | +$22.5K | 0.01% | 109 |
|
Other funds holding T
Polaris Wealth Advisory Group's T Position: Q2 2023 in Review
Polaris Wealth Advisory Group sold out of AT&T (T) in Q2 2023, closing a stake of 10,786 shares — an estimated $208K sold.
Polaris Wealth Advisory Group first reported a position in T in Q2 2013 and held it in 32 quarters. The position peaked at $45.2M in Q4 2021. 2,396 funds tracked by Wall St. Rank hold T as of Q2 2023.
- Polaris Wealth Advisory Group reported no remaining AT&T position as of Q2 2023 after selling out during the quarter.
- Polaris Wealth Advisory Group sold 10,786 AT&T shares in Q2 2023, an estimated $208K.
- Polaris Wealth Advisory Group first reported a position in AT&T in Q2 2013 and held it in 32 quarters.
- Polaris Wealth Advisory Group's AT&T position peaked at $45.2M in Q4 2021.
- 2,396 funds tracked by Wall St. Rank held AT&T as of Q2 2023.
Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.