Traphagen Investment Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.53M | Buy |
52,863
+1,842
| +4% | +$49.2K | 0.12% | 64 |
|
|
2025
Q4 | $1.27M | Sell |
51,021
-378
| -0.7% | -$9.57K | 0.1% | 66 |
|
|
2025
Q3 | $1.45M | Buy |
51,399
+5,311
| +12% | +$151K | 0.12% | 61 |
|
|
2025
Q2 | $1.33M | Buy |
46,088
+5,973
| +15% | +$165K | 0.13% | 62 |
|
|
2025
Q1 | $1.13M | Buy |
40,115
+15,244
| +61% | +$383K | 0.12% | 64 |
|
|
2024
Q4 | $566K | Sell |
24,871
-1,659
| -6% | -$37.3K | 0.06% | 107 |
|
|
2024
Q3 | $584K | Sell |
26,530
-612
| -2% | -$12.2K | 0.06% | 100 |
|
|
2024
Q2 | $519K | Sell |
27,142
-4,582
| -14% | -$79.7K | 0.06% | 100 |
|
|
2024
Q1 | $558K | Buy |
31,724
+11
| +0% | +$188 | 0.06% | 94 |
|
|
2023
Q4 | $532K | Buy |
31,713
+1,863
| +6% | +$29.4K | 0.06% | 94 |
|
|
2023
Q3 | $448K | Buy |
29,850
+26,064
| +688% | +$382K | 0.06% | 91 |
|
|
2023
Q2 | $832K | Sell |
3,786
-22
| -0.6% | -$375 | 0.11% | 61 |
|
|
2023
Q1 | $848K | Buy |
3,808
+22
| +0.6% | +$420 | 0.12% | 59 |
|
|
2022
Q4 | $904K | Hold |
3,786
| – | – | 0.14% | 52 |
|
|
2022
Q3 | $856K | Hold |
3,786
| – | – | 0.16% | 48 |
|
|
2022
Q2 | $795K | Sell |
3,786
-1,227
| -24% | -$24.5K | 0.14% | 50 |
|
|
2022
Q1 | $862K | Sell |
5,013
-83
| -2% | -$1.54K | 0.14% | 47 |
|
|
2021
Q4 | $949K | Hold |
5,096
| – | – | 0.16% | 50 |
|
|
2021
Q3 | $770K | Hold |
5,096
| – | – | 0.14% | 51 |
|
|
2021
Q2 | $765K | Sell |
5,096
-978,956
| -99% | -$22.3M | 0.13% | 58 |
|
|
2021
Q1 | $51.6M | Buy |
984,052
+932,672
| +1,815% | +$20.6M | 9.45% | 2 |
|
|
2020
Q4 | $2.44M | Buy |
+51,380
| New | +$1.11M | 0.44% | 30 |
|
|
2020
Q3 | – | Sell |
-35,459
| Closed | -$810K | – | 150 |
|
|
2020
Q2 | $810K | Sell |
35,459
-3,547
| -9% | -$80.8K | 0.18% | 50 |
|
|
2020
Q1 | $859K | Buy |
39,006
+4,999
| +15% | +$137K | 0.23% | 39 |
|
|
2019
Q4 | $1M | Buy |
34,007
+4,839
| +17% | +$140K | 0.24% | 38 |
|
|
2019
Q3 | $834K | Buy |
29,168
+6,598
| +29% | +$175K | 0.22% | 42 |
|
|
2019
Q2 | $571K | Buy |
22,570
+576
| +3% | +$13.8K | 0.15% | 55 |
|
|
2019
Q1 | $521K | Buy |
+21,994
| New | +$506K | 0.15% | 54 |
|
Other funds holding T
VCM
VPM
