Ropes Wealth Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $775K | Buy |
51,612
+4,472
| +9% | +$67.2K | 0.15% | 119 |
|
|
2023
Q2 | $752K | Buy |
47,140
+16,089
| +52% | +$257K | 0.12% | 137 |
|
|
2023
Q1 | $598K | Buy |
31,051
+677
| +2% | +$13K | 0.11% | 162 |
|
|
2022
Q4 | $559K | Sell |
30,374
-28,549
| -48% | -$526K | 0.1% | 162 |
|
|
2022
Q3 | $904K | Buy |
58,923
+15,852
| +37% | +$243K | 0.19% | 109 |
|
|
2022
Q2 | $903K | Sell |
43,071
-16,841
| -28% | -$353K | 0.19% | 115 |
|
|
2022
Q1 | $1.07M | Buy |
59,912
+20,479
| +52% | +$365K | 0.18% | 117 |
|
|
2021
Q4 | $733K | Sell |
39,433
-53,082
| -57% | -$987K | 0.13% | 133 |
|
|
2021
Q3 | $1.89M | Buy |
92,515
+649
| +0.7% | +$13.2K | 0.3% | 74 |
|
|
2021
Q2 | $2M | Sell |
91,866
-118
| -0.1% | -$2.57K | 0.32% | 74 |
|
|
2021
Q1 | $2.24M | Sell |
91,984
-1,193
| -1% | -$29.1K | 0.39% | 67 |
|
|
2020
Q4 | $2.02M | Sell |
93,177
-11,182
| -11% | -$243K | 0.31% | 60 |
|
|
2020
Q3 | $2.25M | Buy |
104,359
+15,004
| +17% | +$323K | 0.44% | 49 |
|
|
2020
Q2 | $2.04M | Buy |
89,355
+6,761
| +8% | +$154K | 0.42% | 49 |
|
|
2020
Q1 | $1.82M | Buy |
82,594
+4,674
| +6% | +$103K | 0.46% | 51 |
|
|
2019
Q4 | $2.3M | Sell |
77,920
-5,399
| -6% | -$159K | 0.5% | 47 |
|
|
2019
Q3 | $2.38M | Sell |
83,319
-1,584
| -2% | -$45.3K | 0.51% | 44 |
|
|
2019
Q2 | $2.15M | Sell |
84,903
-9,100
| -10% | -$230K | 0.45% | 50 |
|
|
2019
Q1 | $2.23M | Sell |
94,003
-57
| -0.1% | -$1.35K | 0.59% | 48 |
|
|
2018
Q4 | $2.03M | Sell |
94,060
-5,159
| -5% | -$111K | 0.58% | 46 |
|
|
2018
Q3 | $2.52M | Sell |
99,219
-3,526
| -3% | -$89.4K | 0.62% | 41 |
|
|
2018
Q2 | $2.49M | Buy |
102,745
+12,836
| +14% | +$311K | 0.67% | 39 |
|
|
2018
Q1 | $2.42M | Buy |
89,909
+728
| +0.8% | +$19.6K | 0.66% | 37 |
|
|
2017
Q4 | $2.62M | Sell |
89,181
-1,500
| -2% | -$44.1K | 0.69% | 35 |
|
|
2017
Q3 | $2.68M | Buy |
90,681
+2,428
| +3% | +$71.8K | 0.73% | 35 |
|
|
2017
Q2 | $2.52M | Buy |
88,253
+2,761
| +3% | +$78.7K | 0.71% | 39 |
|
|
2017
Q1 | $2.68M | Buy |
85,492
+1,872
| +2% | +$58.7K | 0.78% | 35 |
|
|
2016
Q4 | $2.69M | Buy |
83,620
+2,992
| +4% | +$96.1K | 0.84% | 32 |
|
|
2016
Q3 | $2.47M | Buy |
80,628
+10,377
| +15% | +$318K | 0.84% | 34 |
|
|
2016
Q2 | $2.29M | Buy |
70,251
+2,391
| +4% | +$78K | 0.8% | 32 |
|
|
2016
Q1 | $2.01M | Buy |
67,860
+993
| +1% | +$29.4K | 0.89% | 31 |
|
|
2015
Q4 | $1.74M | Buy |
66,867
+9,987
| +18% | +$260K | 0.76% | 35 |
|
|
2015
Q3 | $1.4M | Buy |
56,880
+10,639
| +23% | +$262K | 0.73% | 33 |
|
|
2015
Q2 | $1.24M | Sell |
46,241
-4,647
| -9% | -$125K | 0.67% | 35 |
|
|
2015
Q1 | $1.26M | Buy |
+50,888
| New | +$1.26M | 0.65% | 36 |
|