Simon Quick Advisors’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 | $5.85M | Buy |
202,166
+137,121
| +211% | +$3.97M | 0.24% | 63 |
|
2025
Q1 | $1.84M | Buy |
65,045
+12,525
| +24% | +$354K | 0.1% | 91 |
|
2024
Q4 | $1.2M | Buy |
52,520
+8,898
| +20% | +$203K | 0.07% | 126 |
|
2024
Q3 | $960K | Buy |
43,622
+4,230
| +11% | +$93.1K | 0.06% | 158 |
|
2024
Q2 | $753K | Buy |
39,392
+5,247
| +15% | +$100K | 0.05% | 165 |
|
2024
Q1 | $601K | Buy |
34,145
+4,296
| +14% | +$75.6K | 0.05% | 177 |
|
2023
Q4 | $501K | Buy |
29,849
+4,167
| +16% | +$69.9K | 0.04% | 178 |
|
2023
Q3 | $386K | Buy |
25,682
+2,935
| +13% | +$44.1K | 0.04% | 196 |
|
2023
Q2 | $363K | Sell |
22,747
-512
| -2% | -$8.17K | 0.03% | 189 |
|
2023
Q1 | $448K | Buy |
23,259
+7,027
| +43% | +$135K | 0.05% | 163 |
|
2022
Q4 | $299K | Buy |
16,232
+1,537
| +10% | +$28.3K | 0.04% | 178 |
|
2022
Q3 | $225K | Buy |
14,695
+443
| +3% | +$6.78K | 0.03% | 174 |
|
2022
Q2 | $262K | Buy |
14,252
+10,746
| +307% | +$198K | 0.03% | 145 |
|
2022
Q1 | $63K | Sell |
3,506
-5,395
| -61% | -$96.9K | 0.02% | 186 |
|
2021
Q4 | $165K | Buy |
8,901
+4,423
| +99% | +$82K | 0.04% | 126 |
|
2021
Q3 | $91K | Sell |
4,478
-3,690
| -45% | -$75K | 0.02% | 182 |
|
2021
Q2 | $177K | Buy |
8,168
+73
| +0.9% | +$1.58K | 0.05% | 115 |
|
2021
Q1 | $185K | Buy |
8,095
+4,753
| +142% | +$109K | 0.05% | 107 |
|
2020
Q4 | $73K | Sell |
3,342
-111
| -3% | -$2.43K | 0.02% | 165 |
|
2020
Q3 | $74K | Sell |
3,453
-2,575
| -43% | -$55.2K | 0.02% | 158 |
|
2020
Q2 | $138K | Sell |
6,028
-1,284
| -18% | -$29.4K | 0.05% | 103 |
|
2020
Q1 | $161K | Buy |
7,312
+1,051
| +17% | +$23.1K | 0.06% | 88 |
|
2019
Q4 | $185K | Buy |
6,261
+3,445
| +122% | +$102K | 0.07% | 95 |
|
2019
Q3 | $80K | Buy |
2,816
+1,160
| +70% | +$33K | 0.04% | 133 |
|
2019
Q2 | $41.9K | Sell |
1,656
-1,119
| -40% | -$28.3K | 0.02% | 132 |
|
2019
Q1 | $66K | Sell |
2,775
-4,112
| -60% | -$97.8K | 0.03% | 163 |
|
2018
Q4 | $148K | Buy |
6,887
+4,156
| +152% | +$89.3K | 0.05% | 86 |
|
2018
Q3 | $69K | Buy |
2,731
+1,477
| +118% | +$37.3K | 0.03% | 144 |
|
2018
Q2 | $30K | Sell |
1,254
-409
| -25% | -$9.79K | 0.01% | 224 |
|
2018
Q1 | $45K | Sell |
1,663
-107
| -6% | -$2.9K | 0.02% | 180 |
|
2017
Q4 | $50K | Sell |
1,770
-634
| -26% | -$17.9K | 0.02% | 231 |
|
2017
Q3 | $71K | Buy |
2,404
+14
| +0.6% | +$413 | 0.03% | 227 |
|
2017
Q2 | $68K | Sell |
2,390
-1,406
| -37% | -$40K | 0.04% | 109 |
|
2017
Q1 | $119K | Buy |
3,796
+620
| +20% | +$19.4K | 0.07% | 110 |
|
2016
Q4 | $102K | Buy |
+3,176
| New | +$102K | 0.08% | 122 |
|