Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $287K | Sell |
|
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|
2023
Q4 | $322K | Sell |
|
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $467K | Sell |
|
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $520K | Buy |
|
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|
2022
Q2 | $632K | Sell |
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|
2022
Q1 | $705K | Sell |
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|
2021
Q4 | $789K | Buy |
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|
2021
Q3 | $863K | Sell |
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|
2021
Q2 | $925K | Buy |
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|
2021
Q1 | $959 | Buy |
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|
2020
Q4 | $860K | Sell |
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|
2020
Q3 | $856K | Sell |
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|
2020
Q2 | $985K | Buy |
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|
2020
Q1 | $928K | Sell |
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|
2019
Q4 | $1.42M | Buy |
|