THWM
Taylor Hoffman Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,742
| Closed | -$210K | – | 135 |
|
|
2021
Q3 | $210K | Sell |
7,742
-4,373
| -36% | -$119K | 0.09% | 127 |
|
|
2021
Q2 | $349K | Sell |
12,115
-1,503
| -11% | -$43.3K | 0.15% | 106 |
|
|
2021
Q1 | $412K | Sell |
13,618
-1,566
| -10% | -$47.4K | 0.19% | 94 |
|
|
2020
Q4 | $437K | Buy |
15,184
+466
| +3% | +$13.4K | 0.22% | 91 |
|
|
2020
Q3 | $420K | Sell |
14,718
-1,086
| -7% | -$31K | 0.25% | 88 |
|
|
2020
Q2 | $478K | Sell |
15,804
-567
| -3% | -$17.1K | 0.3% | 84 |
|
|
2020
Q1 | $477K | Buy |
16,371
+400
| +3% | +$11.7K | 0.46% | 72 |
|
|
2019
Q4 | $624K | Buy |
15,971
+19
| +0.1% | +$742 | 0.4% | 71 |
|
|
2019
Q3 | $604K | Buy |
15,952
+589
| +4% | +$22.3K | 0.43% | 66 |
|
|
2019
Q2 | $515K | Sell |
15,363
-4,744
| -24% | -$159K | 0.41% | 65 |
|
|
2019
Q1 | $631K | Buy |
20,107
+2,362
| +13% | +$74.1K | 0.47% | 68 |
|
|
2018
Q4 | $506K | Sell |
17,745
-6,608
| -27% | -$188K | 0.45% | 57 |
|
|
2018
Q3 | $818K | Buy |
24,353
+2,021
| +9% | +$67.9K | 0.65% | 46 |
|
|
2018
Q2 | $717K | Sell |
22,332
-95
| -0.4% | -$3.05K | 0.62% | 48 |
|
|
2018
Q1 | $800K | Sell |
22,427
-2
| -0% | -$71 | 0.73% | 43 |
|
|
2017
Q4 | $872K | Buy |
+22,429
| New | +$872K | 0.83% | 33 |
|