Prio Wealth Limited Partnership’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
$596K Sell
27,105
-4,839
-15% -$106K 0.02% 182
2024
Q2
$610K Sell
31,944
-340
-1% -$6.5K 0.02% 182
2024
Q1
$568K Sell
32,284
-9,643
-23% -$170K 0.02% 187
2023
Q4
$704K Sell
41,927
-263
-0.6% -$4.41K 0.02% 168
2023
Q3
$634K Sell
42,190
-7,828
-16% -$118K 0.02% 161
2023
Q2
$798K Sell
50,018
-3,740
-7% -$59.7K 0.03% 153
2023
Q1
$1.03M Sell
53,758
-3,288
-6% -$63.3K 0.04% 138
2022
Q4
$1.05M Buy
57,046
+5,005
+10% +$92.1K 0.04% 140
2022
Q3
$798K Sell
52,041
-1,254
-2% -$19.2K 0.03% 147
2022
Q2
$1.12M Sell
53,295
-15,913
-23% -$334K 0.04% 135
2022
Q1
$1.24M Sell
69,208
-1,723
-2% -$30.7K 0.04% 139
2021
Q4
$1.32M Sell
70,931
-478
-0.7% -$8.88K 0.04% 136
2021
Q3
$1.46M Sell
71,409
-51
-0.1% -$1.04K 0.05% 134
2021
Q2
$1.55M Buy
71,460
+5,179
+8% +$113K 0.05% 133
2021
Q1
$1.52M Sell
66,281
-989
-1% -$22.6K 0.05% 129
2020
Q4
$1.46M Buy
67,270
+2,834
+4% +$61.6K 0.05% 128
2020
Q3
$1.39M Sell
64,436
-1,445
-2% -$31.1K 0.06% 123
2020
Q2
$1.5M Sell
65,881
-3,475
-5% -$79.3K 0.07% 113
2020
Q1
$1.53M Sell
69,356
-16,084
-19% -$354K 0.08% 112
2019
Q4
$2.52M Buy
85,440
+4,144
+5% +$122K 0.11% 106
2019
Q3
$2.32M Sell
81,296
-967
-1% -$27.6K 0.11% 108
2019
Q2
$2.08M Sell
82,263
-2,063
-2% -$52.2K 0.1% 115
2019
Q1
$2M Sell
84,326
-7,746
-8% -$183K 0.09% 115
2018
Q4
$1.98M Sell
92,072
-5,110
-5% -$110K 0.11% 108
2018
Q3
$2.46M Sell
97,182
-3,085
-3% -$78.2K 0.11% 110
2018
Q2
$2.43M Buy
100,267
+1,309
+1% +$31.7K 0.12% 106
2018
Q1
$2.66M Sell
98,958
-1,753
-2% -$47.2K 0.13% 104
2017
Q4
$2.96M Sell
100,711
-2,086
-2% -$61.2K 0.14% 103
2017
Q3
$3.04M Buy
102,797
+398
+0.4% +$11.8K 0.15% 100
2017
Q2
$2.92M Buy
102,399
+700
+0.7% +$19.9K 0.15% 100
2017
Q1
$3.19M Sell
101,699
-8,245
-7% -$259K 0.16% 97
2016
Q4
$3.53M Sell
109,944
-4,700
-4% -$151K 0.19% 94
2016
Q3
$3.52M Sell
114,644
-3,359
-3% -$103K 0.19% 93
2016
Q2
$3.85M Sell
118,003
-2,069
-2% -$67.5K 0.21% 89
2016
Q1
$3.55M Sell
120,072
-35
-0% -$1.04K 0.19% 91
2015
Q4
$3.12M Sell
120,107
-2,149
-2% -$55.8K 0.17% 97
2015
Q3
$3.01M Buy
122,256
+9,042
+8% +$222K 0.17% 99
2015
Q2
$3.04M Sell
113,214
-3,289
-3% -$88.2K 0.16% 103
2015
Q1
$2.87M Buy
116,503
+7,060
+6% +$174K 0.14% 109
2014
Q4
$2.78M Buy
109,443
+3,421
+3% +$86.8K 0.14% 109
2014
Q3
$2.82M Buy
106,022
+1,893
+2% +$50.4K 0.15% 105
2014
Q2
$2.78M Sell
104,129
-8,036
-7% -$215K 0.14% 105
2014
Q1
$2.97M Sell
112,165
-7,852
-7% -$208K 0.15% 106
2013
Q4
$3.19M Sell
120,017
-4,451
-4% -$118K 0.16% 108
2013
Q3
$3.18M Buy
124,468
+3,744
+3% +$95.6K 0.18% 103
2013
Q2
$3.23M Buy
+120,724
New +$3.23M 0.19% 101