REDW Wealth’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
Q3 | – | Sell |
-10,101
| Closed | -$161K | – | 152 |
|
|
2023
Q2 | $161K | Hold |
10,101
| – | – | 0.05% | 139 |
|
|
2023
Q1 | $194K | Sell |
10,101
-93
| -0.9% | -$1.78K | 0.06% | 143 |
|
|
2022
Q4 | $188K | Buy |
+10,194
| New | +$182K | 0.07% | 132 |
|
|
2022
Q1 | – | Sell |
-10,804
| Closed | -$201K | – | 128 |
|
|
2021
Q4 | $201K | Sell |
10,804
-903
| -8% | -$16.9K | 0.06% | 117 |
|
|
2021
Q3 | $239K | Buy |
11,707
+1,410
| +14% | +$29.6K | 0.08% | 101 |
|
|
2021
Q2 | $224K | Sell |
10,297
-1,095
| -10% | -$24.9K | 0.07% | 109 |
|
|
2021
Q1 | $260K | Buy |
11,392
+239
| +2% | +$5.28K | 0.09% | 88 |
|
|
2020
Q4 | $242K | Sell |
11,153
-1,087
| -9% | -$23.4K | 0.09% | 84 |
|
|
2020
Q3 | $264K | Buy |
12,240
+113
| +0.9% | +$2.52K | 0.11% | 73 |
|
|
2020
Q2 | $277K | Buy |
12,127
+19
| +0.2% | +$433 | 0.14% | 66 |
|
|
2020
Q1 | $267K | Sell |
12,108
-1,026
| -8% | -$28K | 0.17% | 56 |
|
|
2019
Q4 | $388K | Buy |
13,134
+711
| +6% | +$20.5K | 0.22% | 49 |
|
|
2019
Q3 | $355K | Sell |
12,423
-4,551
| -27% | -$121K | 0.21% | 52 |
|
|
2019
Q2 | $429K | Sell |
16,974
-663
| -4% | -$15.9K | 0.26% | 46 |
|
|
2019
Q1 | $418K | Buy |
17,637
+1,026
| +6% | +$23.6K | 0.26% | 39 |
|
|
2018
Q4 | $358K | Buy |
16,611
+315
| +2% | +$7.33K | 0.25% | 41 |
|
|
2018
Q3 | $413K | Buy |
16,296
+284
| +2% | +$6.96K | 0.27% | 40 |
|
|
2018
Q2 | $388K | Buy |
16,012
+2,910
| +22% | +$73K | 0.28% | 44 |
|
|
2018
Q1 | $353K | Sell |
13,102
-5,810
| -31% | -$162K | 0.26% | 47 |
|
|
2017
Q4 | $555K | Buy |
18,912
+653
| +4% | +$17.8K | 0.43% | 26 |
|
|
2017
Q3 | $540K | Buy |
18,259
+2,960
| +19% | +$84K | 0.45% | 26 |
|
|
2017
Q2 | $436K | Buy |
15,299
+13
| +0.1% | +$383 | 0.43% | 30 |
|
|
2017
Q1 | $480K | Buy |
15,286
+192
| +1% | +$6.04K | 0.49% | 26 |
|
|
2016
Q4 | $485K | Buy |
+15,094
| New | +$445K | 0.55% | 26 |
|
Other funds holding T
