Triangle Securities Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,438
| Closed | -$254K | – | 181 |
|
|
2021
Q3 | $254K | Buy |
12,438
+208
| +2% | +$4.37K | 0.09% | 162 |
|
|
2021
Q2 | $266K | Sell |
12,230
-916
| -7% | -$20.8K | 0.09% | 161 |
|
|
2021
Q1 | $301K | Sell |
13,146
-2,636
| -17% | -$58.3K | 0.11% | 153 |
|
|
2020
Q4 | $343K | Buy |
15,782
+6,090
| +63% | +$131K | 0.14% | 148 |
|
|
2020
Q3 | $209K | Sell |
9,692
-2,017
| -17% | -$45.1K | 0.09% | 157 |
|
|
2020
Q2 | $267K | Sell |
11,709
-14,002
| -54% | -$319K | 0.13% | 142 |
|
|
2020
Q1 | $566K | Sell |
25,711
-3,410
| -12% | -$93.2K | 0.33% | 91 |
|
|
2019
Q4 | $860K | Hold |
29,121
| – | – | 0.37% | 75 |
|
|
2019
Q3 | $832K | Buy |
29,121
+264
| +0.9% | +$6.99K | 0.41% | 75 |
|
|
2019
Q2 | $746K | Buy |
28,857
+9,801
| +51% | +$235K | 0.38% | 78 |
|
|
2019
Q1 | $451K | Sell |
19,056
-3,228
| -14% | -$74.3K | 0.24% | 104 |
|
|
2018
Q4 | $480K | Sell |
22,284
-4,181
| -16% | -$97.3K | 0.28% | 93 |
|
|
2018
Q3 | $671K | Sell |
26,465
-497
| -2% | -$12.2K | 0.36% | 80 |
|
|
2018
Q2 | $654K | Sell |
26,962
-428
| -2% | -$10.7K | 0.37% | 77 |
|
|
2018
Q1 | $738K | Buy |
27,390
+82
| +0.3% | +$2.28K | 0.42% | 71 |
|
|
2017
Q4 | $802K | Buy |
27,308
+2,382
| +10% | +$65K | 0.46% | 69 |
|
|
2017
Q3 | $737K | Buy |
24,926
+899
| +4% | +$25.5K | 0.44% | 71 |
|
|
2017
Q2 | $685K | Sell |
24,027
-1,551
| -6% | -$45.7K | 0.45% | 69 |
|
|
2017
Q1 | $803K | Sell |
25,578
-642
| -2% | -$20.2K | 0.51% | 63 |
|
|
2016
Q4 | $842K | Buy |
26,220
+548
| +2% | +$16.2K | 0.56% | 56 |
|
|
2016
Q3 | $787K | Sell |
25,672
-6,485
| -20% | -$205K | 0.54% | 60 |
|
|
2016
Q2 | $1.05M | Buy |
32,157
+746
| +2% | +$22.2K | 0.78% | 45 |
|
|
2016
Q1 | $929K | Sell |
31,411
-1,493
| -5% | -$41.4K | 0.61% | 53 |
|
|
2015
Q4 | $855K | Buy |
32,904
+3,943
| +14% | +$100K | 0.57% | 58 |
|
|
2015
Q3 | $713K | Sell |
28,961
-2,789
| -9% | -$71.1K | 0.54% | 63 |
|
|
2015
Q2 | $852K | Sell |
31,750
-1,281
| -4% | -$33.1K | 0.6% | 59 |
|
|
2015
Q1 | $815K | Buy |
33,031
+28
| +0.1% | +$712 | 0.56% | 60 |
|
|
2014
Q4 | $837K | Sell |
33,003
-2,778
| -8% | -$72.1K | 0.6% | 58 |
|
|
2014
Q3 | $952K | Sell |
35,781
-1,227
| -3% | -$32.6K | 0.73% | 49 |
|
|
2014
Q2 | $988K | Buy |
37,008
+10,035
| +37% | +$269K | 0.76% | 48 |
|
|
2014
Q1 | $747K | Sell |
26,973
-8,345
| -24% | -$210K | 0.67% | 53 |
|
|
2013
Q4 | $938K | Sell |
35,318
-6,409
| -15% | -$169K | 0.76% | 44 |
|
|
2013
Q3 | $1.07M | Buy |
41,727
+13,920
| +50% | +$365K | 0.93% | 40 |
|
|
2013
Q2 | $743K | Buy |
+27,807
| New | +$772K | 0.55% | 56 |
|
Other funds holding T
