Timber Creek Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-37
| Closed | -$594 | – | 148 |
|
|
2023
Q2 | $594 | Buy |
+37
| New | +$630 | ﹤0.01% | 138 |
|
|
2021
Q1 | – | Sell |
-530
| Closed | -$11K | – | 124 |
|
|
2020
Q4 | $11K | Hold |
530
| – | – | ﹤0.01% | 111 |
|
|
2020
Q3 | $11K | Hold |
530
| – | – | 0.01% | 108 |
|
|
2020
Q2 | $12K | Hold |
530
| – | – | 0.01% | 100 |
|
|
2020
Q1 | $11K | Hold |
530
| – | – | 0.01% | 104 |
|
|
2019
Q4 | $15K | Buy |
+530
| New | +$15.3K | 0.01% | 108 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 127 |
|
|
2018
Q4 | – | Sell |
-894
| Closed | -$20.8K | – | 123 |
|
|
2018
Q3 | $22K | Hold |
894
| – | – | 0.01% | 97 |
|
|
2018
Q2 | $21K | Hold |
894
| – | – | 0.01% | 99 |
|
|
2018
Q1 | $24K | Sell |
894
-132
| -13% | -$3.67K | 0.02% | 96 |
|
|
2017
Q4 | $30K | Sell |
1,026
-1,498
| -59% | -$40.9K | 0.02% | 91 |
|
|
2017
Q3 | $74K | Hold |
2,524
| – | – | 0.05% | 75 |
|
|
2017
Q2 | $71K | Hold |
2,524
| – | – | 0.05% | 78 |
|
|
2017
Q1 | $79K | Sell |
2,524
-132
| -5% | -$4.15K | 0.06% | 65 |
|
|
2016
Q4 | $85K | Hold |
2,656
| – | – | 0.07% | 65 |
|
|
2016
Q3 | $81K | Hold |
2,656
| – | – | 0.07% | 66 |
|
|
2016
Q2 | $86K | Sell |
2,656
-348
| -12% | -$10.4K | 0.07% | 55 |
|
|
2016
Q1 | $88K | Sell |
3,004
-274
| -8% | -$7.59K | 0.08% | 54 |
|
|
2015
Q4 | $85K | Buy |
3,278
+1,158
| +55% | +$29.4K | 0.08% | 56 |
|
|
2015
Q3 | $52K | Buy |
2,120
+1,846
| +674% | +$47.1K | 0.05% | 64 |
|
|
2015
Q2 | $7K | Hold |
274
| – | – | 0.01% | 91 |
|
|
2015
Q1 | $6K | Hold |
274
| – | – | ﹤0.01% | 93 |
|
|
2014
Q4 | $7K | Hold |
274
| – | – | 0.01% | 90 |
|
|
2014
Q3 | $7K | Hold |
274
| – | – | 0.01% | 87 |
|
|
2014
Q2 | $7K | Buy |
+274
| New | +$7.34K | 0.01% | 88 |
|
Other funds holding T
