ProVise Management Group’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
$925K Buy
31,979
+170
+0.5% +$4.92K 0.07% 133
2025
Q1
$900K Sell
31,809
-73
-0.2% -$2.06K 0.08% 133
2024
Q4
$726K Sell
31,882
-2,716
-8% -$61.8K 0.06% 149
2024
Q3
$761K Sell
34,598
-208
-0.6% -$4.58K 0.06% 164
2024
Q2
$665K Sell
34,806
-2,001
-5% -$38.2K 0.06% 163
2024
Q1
$648K Sell
36,807
-593
-2% -$10.4K 0.06% 168
2023
Q4
$628K Sell
37,400
-2,672
-7% -$44.8K 0.05% 202
2023
Q3
$602K Sell
40,072
-611
-2% -$9.18K 0.06% 206
2023
Q2
$649K Sell
40,683
-366
-0.9% -$5.84K 0.06% 206
2023
Q1
$790K Sell
41,049
-1,253
-3% -$24.1K 0.08% 185
2022
Q4
$779K Buy
42,302
+745
+2% +$13.7K 0.08% 172
2022
Q3
$637K Buy
41,557
+2,162
+5% +$33.1K 0.07% 185
2022
Q2
$826K Sell
39,395
-14,694
-27% -$308K 0.09% 168
2022
Q1
$965K Sell
54,089
-2,846
-5% -$50.8K 0.09% 176
2021
Q4
$1.06M Sell
56,935
-8,845
-13% -$164K 0.1% 180
2021
Q3
$1.34M Sell
65,780
-8,857
-12% -$181K 0.13% 150
2021
Q2
$1.62M Sell
74,637
-112
-0.1% -$2.43K 0.17% 132
2021
Q1
$1.71M Buy
74,749
+5,175
+7% +$118K 0.18% 126
2020
Q4
$1.51M Buy
69,574
+4,396
+7% +$95.5K 0.17% 125
2020
Q3
$1.4M Sell
65,178
-15,873
-20% -$342K 0.19% 117
2020
Q2
$1.85M Sell
81,051
-7,840
-9% -$179K 0.27% 101
2020
Q1
$1.96M Buy
88,891
+5,708
+7% +$126K 0.33% 86
2019
Q4
$2.46M Sell
83,183
-6,420
-7% -$189K 0.3% 100
2019
Q3
$2.56M Sell
89,603
-135
-0.2% -$3.86K 0.34% 86
2019
Q2
$2.27M Buy
89,738
+10,554
+13% +$267K 0.3% 94
2019
Q1
$1.88M Sell
79,184
-6,705
-8% -$159K 0.26% 104
2018
Q4
$1.85M Buy
85,889
+1,340
+2% +$28.9K 0.29% 92
2018
Q3
$2.14M Sell
84,549
-13,734
-14% -$348K 0.28% 103
2018
Q2
$2.38K Buy
98,283
+54,582
+125% +$1.32K 0.18% 112
2018
Q1
$1.18M Sell
43,701
-3,464
-7% -$93.2K 0.17% 132
2017
Q4
$1.39M Sell
47,165
-12,975
-22% -$381K 0.2% 120
2017
Q3
$1.78M Sell
60,140
-18,931
-24% -$560K 0.26% 102
2017
Q2
$2.25M Sell
79,071
-20,726
-21% -$591K 0.34% 90
2017
Q1
$3.13M Sell
99,797
-5,493
-5% -$172K 0.5% 58
2016
Q4
$3.38M Sell
105,290
-262
-0.2% -$8.42K 0.58% 52
2016
Q3
$3.24M Sell
105,552
-304
-0.3% -$9.33K 0.56% 51
2016
Q2
$3.46M Buy
105,856
+3,291
+3% +$107K 0.64% 46
2016
Q1
$3.03M Buy
102,565
+11,606
+13% +$343K 0.62% 41
2015
Q4
$2.36M Buy
90,959
+6,355
+8% +$165K 0.5% 61
2015
Q3
$2.08M Buy
84,604
+8,357
+11% +$206K 0.48% 65
2015
Q2
$2.05M Buy
76,247
+5,398
+8% +$145K 0.44% 73
2015
Q1
$1.75M Buy
70,849
+2,851
+4% +$70.3K 0.37% 81
2014
Q4
$1.73M Buy
67,998
+497
+0.7% +$12.6K 0.37% 80
2014
Q3
$1.8M Sell
67,501
-2,304
-3% -$61.3K 0.39% 77
2014
Q2
$1.86M Buy
69,805
+911
+1% +$24.3K 0.4% 78
2014
Q1
$1.83M Sell
68,894
-3,690
-5% -$97.7K 0.44% 67
2013
Q4
$1.93M Sell
72,584
-4,356
-6% -$116K 0.5% 61
2013
Q3
$1.97M Sell
76,940
-4,466
-5% -$114K 0.56% 46
2013
Q2
$2.18M Buy
+81,406
New +$2.18M 0.64% 35