Towerpoint Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,818
| Closed | -$216K | – | 88 |
|
|
2024
Q3 | $216K | Buy |
+9,818
| New | +$216K | 0.1% | 82 |
|
|
2024
Q2 | – | Sell |
-11,290
| Closed | -$199K | – | 85 |
|
|
2024
Q1 | $199K | Sell |
11,290
-23,472
| -68% | -$413K | 0.1% | 83 |
|
|
2023
Q4 | $583K | Sell |
34,762
-15,398
| -31% | -$258K | 0.32% | 45 |
|
|
2023
Q3 | $753K | Sell |
50,160
-236
| -0.5% | -$3.55K | 0.45% | 40 |
|
|
2023
Q2 | $804K | Buy |
50,396
+5,976
| +13% | +$95.3K | 0.45% | 39 |
|
|
2023
Q1 | $855K | Sell |
44,420
-2,047
| -4% | -$39.4K | 0.49% | 37 |
|
|
2022
Q4 | $855K | Sell |
46,467
-685
| -1% | -$12.6K | 0.49% | 36 |
|
|
2022
Q3 | $723K | Buy |
47,152
+519
| +1% | +$7.96K | 0.44% | 41 |
|
|
2022
Q2 | $977K | Sell |
46,633
-14,683
| -24% | -$308K | 0.58% | 37 |
|
|
2022
Q1 | $1.09M | Buy |
61,316
+307
| +0.5% | +$5.48K | 0.54% | 37 |
|
|
2021
Q4 | $1.13M | Buy |
61,009
+38,398
| +170% | +$714K | 0.54% | 34 |
|
|
2021
Q3 | $461K | Sell |
22,611
-3,167
| -12% | -$64.6K | 0.23% | 47 |
|
|
2021
Q2 | $560K | Buy |
25,778
+615
| +2% | +$13.4K | 0.28% | 43 |
|
|
2021
Q1 | $575K | Buy |
25,163
+331
| +1% | +$7.56K | 0.28% | 43 |
|
|
2020
Q4 | $539K | Buy |
24,832
+966
| +4% | +$21K | 0.27% | 39 |
|
|
2020
Q3 | $514K | Buy |
+23,866
| New | +$514K | 0.29% | 37 |
|
|
2019
Q2 | – | Sell |
-11,888
| Closed | -$282K | – | 58 |
|
|
2019
Q1 | $282K | Buy |
+11,888
| New | +$282K | 0.2% | 43 |
|