ShoreHaven Wealth Partners’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 | $258K | Buy |
8,931
+38
| +0.4% | +$1.1K | 0.11% | 82 |
|
|
2025
Q1 | $252K | Buy |
8,893
+42
| +0.5% | +$1.19K | 0.12% | 81 |
|
|
2024
Q4 | $202K | Sell |
8,851
-5,923
| -40% | -$135K | 0.1% | 86 |
|
|
2024
Q3 | $325K | Sell |
14,774
-509
| -3% | -$11.2K | 0.16% | 66 |
|
|
2024
Q2 | $292K | Buy |
15,283
+161
| +1% | +$3.08K | 0.15% | 68 |
|
|
2024
Q1 | $266K | Sell |
15,122
-3,270
| -18% | -$57.6K | 0.15% | 73 |
|
|
2023
Q4 | $309K | Buy |
18,392
+236
| +1% | +$3.96K | 0.19% | 62 |
|
|
2023
Q3 | $273K | Sell |
18,156
-251
| -1% | -$3.77K | 0.19% | 60 |
|
|
2023
Q2 | $294K | Sell |
18,407
-528
| -3% | -$8.42K | 0.2% | 57 |
|
|
2023
Q1 | $364K | Buy |
18,935
+181
| +1% | +$3.48K | 0.26% | 52 |
|
|
2022
Q4 | $345K | Buy |
18,754
+194
| +1% | +$3.57K | 0.24% | 63 |
|
|
2022
Q3 | $284K | Buy |
18,560
+190
| +1% | +$2.91K | 0.22% | 57 |
|
|
2022
Q2 | $385K | Sell |
18,370
-6,195
| -25% | -$130K | 0.28% | 55 |
|
|
2022
Q1 | $438K | Buy |
24,565
+87
| +0.4% | +$1.55K | 0.23% | 48 |
|
|
2021
Q4 | $454K | Sell |
24,478
-2,050
| -8% | -$38K | 0.22% | 34 |
|
|
2021
Q3 | $541K | Buy |
26,528
+296
| +1% | +$6.04K | 0.28% | 32 |
|
|
2021
Q2 | $570K | Sell |
26,232
-433
| -2% | -$9.41K | 0.31% | 34 |
|
|
2021
Q1 | $610K | Buy |
26,665
+2,295
| +9% | +$52.5K | 0.33% | 36 |
|
|
2020
Q4 | $529K | Buy |
+24,370
| New | +$529K | 0.3% | 37 |
|