TIA
Traphagen Investment Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
46,088
+5,973
| +15% | +$173K | 0.13% | 62 |
|
|
2025
Q1 | $1.13M | Buy |
40,115
+15,244
| +61% | +$431K | 0.12% | 64 |
|
|
2024
Q4 | $566K | Sell |
24,871
-1,659
| -6% | -$37.8K | 0.06% | 107 |
|
|
2024
Q3 | $584K | Sell |
26,530
-612
| -2% | -$13.5K | 0.06% | 100 |
|
|
2024
Q2 | $519K | Sell |
27,142
-4,582
| -14% | -$87.6K | 0.06% | 100 |
|
|
2024
Q1 | $558K | Buy |
31,724
+11
| +0% | +$194 | 0.06% | 94 |
|
|
2023
Q4 | $532K | Buy |
31,713
+1,863
| +6% | +$31.3K | 0.06% | 94 |
|
|
2023
Q3 | $448K | Buy |
29,850
+26,064
| +688% | +$391K | 0.06% | 91 |
|
|
2023
Q2 | $832K | Sell |
3,786
-22
| -0.6% | -$4.84K | 0.11% | 61 |
|
|
2023
Q1 | $848K | Buy |
3,808
+22
| +0.6% | +$4.9K | 0.12% | 59 |
|
|
2022
Q4 | $904K | Hold |
3,786
| – | – | 0.14% | 52 |
|
|
2022
Q3 | $856K | Hold |
3,786
| – | – | 0.16% | 48 |
|
|
2022
Q2 | $795K | Hold |
3,786
| – | – | 0.14% | 50 |
|
|
2022
Q1 | $862K | Sell |
3,786
-63
| -2% | -$14.3K | 0.14% | 47 |
|
|
2021
Q4 | $949K | Hold |
3,849
| – | – | 0.16% | 50 |
|
|
2021
Q3 | $770K | Hold |
3,849
| – | – | 0.14% | 51 |
|
|
2021
Q2 | $765K | Sell |
3,849
-739,393
| -99% | -$147M | 0.13% | 58 |
|
|
2021
Q1 | $51.6M | Buy |
743,242
+704,435
| +1,815% | +$48.9M | 9.45% | 2 |
|
|
2020
Q4 | $2.44M | Buy |
+38,807
| New | +$2.44M | 0.44% | 30 |
|
|
2020
Q3 | – | Sell |
-26,782
| Closed | -$810K | – | 151 |
|
|
2020
Q2 | $810K | Sell |
26,782
-2,679
| -9% | -$81K | 0.18% | 50 |
|
|
2020
Q1 | $859K | Buy |
29,461
+3,776
| +15% | +$110K | 0.23% | 39 |
|
|
2019
Q4 | $1M | Buy |
25,685
+3,655
| +17% | +$143K | 0.24% | 38 |
|
|
2019
Q3 | $834K | Buy |
22,030
+4,983
| +29% | +$189K | 0.22% | 42 |
|
|
2019
Q2 | $571K | Buy |
17,047
+435
| +3% | +$14.6K | 0.15% | 55 |
|
|
2019
Q1 | $521K | Buy |
+16,612
| New | +$521K | 0.15% | 54 |
|