The Family Firm’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,982
| Closed | -$57K | – | 768 |
|
|
2024
Q2 | $57K | Buy |
+2,982
| New | +$57K | 0.01% | 377 |
|
|
2019
Q4 | – | Sell |
-7,853
| Closed | -$224K | – | 156 |
|
|
2019
Q3 | $224K | Sell |
7,853
-1,088
| -12% | -$31K | 0.08% | 132 |
|
|
2019
Q2 | $226K | Buy |
8,941
+33
| +0.4% | +$834 | 0.08% | 131 |
|
|
2019
Q1 | $211K | Sell |
8,908
-1,763
| -17% | -$41.8K | 0.08% | 135 |
|
|
2018
Q4 | $230K | Sell |
10,671
-731
| -6% | -$15.8K | 0.09% | 121 |
|
|
2018
Q3 | $289K | Sell |
11,402
-705
| -6% | -$17.9K | 0.1% | 111 |
|
|
2018
Q2 | $294K | Buy |
12,107
+2,243
| +23% | +$54.5K | 0.11% | 104 |
|
|
2018
Q1 | $266K | Sell |
9,864
-805
| -8% | -$21.7K | 0.1% | 109 |
|
|
2017
Q4 | $313K | Buy |
10,669
+37
| +0.3% | +$1.09K | 0.12% | 99 |
|
|
2017
Q3 | $315K | Sell |
10,632
-95
| -0.9% | -$2.82K | 0.13% | 93 |
|
|
2017
Q2 | $306K | Buy |
10,727
+503
| +5% | +$14.3K | 0.14% | 92 |
|
|
2017
Q1 | $321K | Sell |
10,224
-597
| -6% | -$18.7K | 0.15% | 81 |
|
|
2016
Q4 | $348K | Buy |
10,821
+736
| +7% | +$23.7K | 0.16% | 76 |
|
|
2016
Q3 | $309K | Buy |
10,085
+107
| +1% | +$3.28K | 0.15% | 81 |
|
|
2016
Q2 | $326K | Buy |
9,978
+47
| +0.5% | +$1.54K | 0.16% | 77 |
|
|
2016
Q1 | $294K | Sell |
9,931
-991
| -9% | -$29.3K | 0.15% | 82 |
|
|
2015
Q4 | $284K | Sell |
10,922
-114
| -1% | -$2.96K | 0.15% | 83 |
|
|
2015
Q3 | $272K | Buy |
11,036
+1,965
| +22% | +$48.4K | 0.15% | 79 |
|
|
2015
Q2 | $243K | Sell |
9,071
-374
| -4% | -$10K | 0.13% | 89 |
|
|
2015
Q1 | $233K | Buy |
9,445
+332
| +4% | +$8.19K | 0.12% | 95 |
|
|
2014
Q4 | $231K | Buy |
+9,113
| New | +$231K | 0.12% | 90 |
|