Sheets Smith Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,193
| Closed | -$310K | – | 395 |
|
|
2021
Q3 | $310K | Sell |
15,193
-5,786
| -28% | -$122K | 0.04% | 297 |
|
|
2021
Q2 | $456K | Sell |
20,979
-24,556
| -54% | -$559K | 0.06% | 232 |
|
|
2021
Q1 | $1.04M | Buy |
45,535
+973
| +2% | +$21.5K | 0.15% | 139 |
|
|
2020
Q4 | $968K | Sell |
44,562
-2,110
| -5% | -$45.5K | 0.15% | 137 |
|
|
2020
Q3 | $1M | Sell |
46,672
-268
| -0.6% | -$5.99K | 0.17% | 114 |
|
|
2020
Q2 | $1.07M | Sell |
46,940
-1,130
| -2% | -$25.7K | 0.21% | 101 |
|
|
2020
Q1 | $1.06M | Sell |
48,070
-5,504
| -10% | -$150K | 0.22% | 103 |
|
|
2019
Q4 | $1.58M | Sell |
53,574
-1,289
| -2% | -$37.2K | 0.3% | 86 |
|
|
2019
Q3 | $1.57M | Buy |
54,863
+1,297
| +2% | +$34.4K | 0.32% | 86 |
|
|
2019
Q2 | $1.36M | Buy |
53,566
+614
| +1% | +$14.7K | 0.28% | 95 |
|
|
2019
Q1 | $1.25M | Buy |
52,952
+1,822
| +4% | +$41.9K | 0.27% | 98 |
|
|
2018
Q4 | $1.1M | Sell |
51,130
-10,602
| -17% | -$247K | 0.3% | 91 |
|
|
2018
Q3 | $1.57M | Buy |
61,732
+1,008
| +2% | +$24.7K | 0.32% | 85 |
|
|
2018
Q2 | $1.47M | Sell |
60,724
-2,587
| -4% | -$64.9K | 0.34% | 78 |
|
|
2018
Q1 | $1.71M | Sell |
63,311
-185
| -0.3% | -$5.15K | 0.41% | 67 |
|
|
2017
Q4 | $1.86M | Sell |
63,496
-6,503
| -9% | -$178K | 0.44% | 65 |
|
|
2017
Q3 | $2.07M | Buy |
69,999
+960
| +1% | +$27.3K | 0.52% | 54 |
|
|
2017
Q2 | $1.97M | Buy |
69,039
+255
| +0.4% | +$7.52K | 0.52% | 56 |
|
|
2017
Q1 | $2.16M | Sell |
68,784
-285
| -0.4% | -$8.97K | 0.57% | 48 |
|
|
2016
Q4 | $2.22M | Buy |
69,069
+1,206
| +2% | +$35.6K | 0.62% | 44 |
|
|
2016
Q3 | $2.08M | Buy |
67,863
+249
| +0.4% | +$7.87K | 0.59% | 48 |
|
|
2016
Q2 | $2.21M | Sell |
67,614
-892
| -1% | -$26.5K | 0.64% | 42 |
|
|
2016
Q1 | $2.03M | Sell |
68,506
-522
| -0.8% | -$14.5K | 0.62% | 48 |
|
|
2015
Q4 | $1.79M | Buy |
69,028
+1,300
| +2% | +$33K | 0.54% | 52 |
|
|
2015
Q3 | $1.67M | Buy |
67,728
+4,255
| +7% | +$108K | 0.56% | 51 |
|
|
2015
Q2 | $1.7M | Buy |
63,473
+200
| +0.3% | +$5.17K | 0.47% | 66 |
|
|
2015
Q1 | $1.56M | Buy |
63,273
+1,098
| +2% | +$27.9K | 0.43% | 67 |
|
|
2014
Q4 | $1.58M | Buy |
62,175
+851
| +1% | +$22.1K | 0.41% | 72 |
|
|
2014
Q3 | $1.63M | Buy |
61,324
+1,446
| +2% | +$38.5K | 0.44% | 67 |
|
|
2014
Q2 | $1.6M | Buy |
59,878
+2,223
| +4% | +$59.5K | 0.43% | 65 |
|
|
2014
Q1 | $1.53M | Buy |
57,655
+7,123
| +14% | +$179K | 0.43% | 62 |
|
|
2013
Q4 | $1.34M | Buy |
50,532
+421
| +0.8% | +$11.1K | 0.37% | 68 |
|
|
2013
Q3 | $1.28M | Buy |
50,111
+31,510
| +169% | +$827K | 0.42% | 66 |
|
|
2013
Q2 | $497K | Buy |
+18,601
| New | +$517K | 0.17% | 165 |
|
Other funds holding T
