Summit X LLC’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-9,366
| Closed | -$270K | – | 205 |
|
|
2025
Q2 | $270K | Buy |
9,366
+1,019
| +12% | +$28.1K | 0.05% | 205 |
|
|
2025
Q1 | $236K | Sell |
8,347
-2,076
| -20% | -$52.2K | 0.05% | 200 |
|
|
2024
Q4 | $237K | Sell |
10,423
-463
| -4% | -$10.4K | 0.05% | 195 |
|
|
2024
Q3 | $208K | Sell |
10,886
-3,070
| -22% | -$61.1K | 0.05% | 200 |
|
|
2024
Q2 | $265K | Buy |
13,956
+1,325
| +10% | +$23K | 0.06% | 196 |
|
|
2024
Q1 | $222K | Buy |
12,631
+1,510
| +14% | +$25.8K | 0.06% | 189 |
|
|
2023
Q4 | $187K | Sell |
11,121
-798
| -7% | -$12.6K | 0.05% | 184 |
|
|
2023
Q3 | $179K | Sell |
11,919
-19,038
| -61% | -$279K | 0.06% | 175 |
|
|
2023
Q2 | $494K | Sell |
30,957
-2,111
| -6% | -$36K | 0.12% | 160 |
|
|
2023
Q1 | $637K | Buy |
33,068
+7,277
| +28% | +$139K | 0.16% | 127 |
|
|
2022
Q4 | $541K | Sell |
25,791
-3,234
| -11% | -$57.9K | 0.16% | 142 |
|
|
2022
Q3 | $446K | Buy |
29,025
+3,231
| +13% | +$58.8K | 0.13% | 165 |
|
|
2022
Q2 | $542K | Sell |
25,794
-12,164
| -32% | -$243K | 0.16% | 142 |
|
|
2022
Q1 | $675K | Sell |
37,958
-4,197
| -10% | -$77.7K | 0.17% | 125 |
|
|
2021
Q4 | $783K | Sell |
42,155
-58,616
| -58% | -$1.1M | 0.18% | 115 |
|
|
2021
Q3 | $2.06M | Sell |
100,771
-1,215
| -1% | -$25.5K | 0.52% | 44 |
|
|
2021
Q2 | $2.21M | Sell |
101,986
-14,417
| -12% | -$328K | 0.56% | 43 |
|
|
2021
Q1 | $2.67M | Sell |
116,403
-25,952
| -18% | -$574K | 0.73% | 32 |
|
|
2020
Q4 | $2.93M | Sell |
142,355
-20,171
| -12% | -$435K | 0.86% | 27 |
|
|
2020
Q3 | $12.5K | Sell |
162,526
-8,752
| -5% | -$196K | 0.21% | 72 |
|
|
2020
Q2 | $3.91M | Buy |
171,278
+878
| +0.5% | +$20K | 1.45% | 13 |
|
|
2020
Q1 | $3.75M | Sell |
170,400
-33,630
| -16% | -$919K | 1.75% | 10 |
|
|
2019
Q4 | $6.02M | Sell |
204,030
-27,268
| -12% | -$787K | 2.24% | 6 |
|
|
2019
Q3 | $6.61M | Buy |
231,298
+594
| +0.3% | +$15.7K | 2.65% | 5 |
|
|
2019
Q2 | $5.88M | Buy |
230,704
+8,383
| +4% | +$201K | 2.4% | 6 |
|
|
2019
Q1 | $5.28M | Buy |
222,321
+43,415
| +24% | +$999K | 2.26% | 5 |
|
|
2018
Q4 | $3.86M | Buy |
178,906
+1,767
| +1% | +$41.1K | 2.23% | 7 |
|
|
2018
Q3 | $4.51M | Buy |
177,139
+11,830
| +7% | +$290K | 2.22% | 5 |
|
|
2018
Q2 | $4.02M | Buy |
165,309
+44,550
| +37% | +$1.12M | 2.24% | 6 |
|
|
2018
Q1 | $3.26M | Sell |
120,759
-7,302
| -6% | -$203K | 1.95% | 8 |
|
|
2017
Q4 | $3.76M | Sell |
128,061
-6,868
| -5% | -$188K | 2.39% | 5 |
|
|
2017
Q3 | $3.99M | Buy |
134,929
+75,746
| +128% | +$2.15M | 2.65% | 5 |
|
|
2017
Q2 | $1.69M | Buy |
+59,183
| New | +$1.74M | 1.2% | 19 |
|
Other funds holding T
