TrinityPoint 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 | $241K | Buy |
10,602
+1,250
| +13% | +$28.5K | 0.03% | 294 |
|
|
2024
Q3 | $206K | Buy |
+9,352
| New | +$206K | 0.03% | 314 |
|
|
2023
Q4 | – | Sell |
-10,600
| Closed | -$159K | – | 302 |
|
|
2023
Q3 | $159K | Sell |
10,600
-3,520
| -25% | -$52.9K | 0.03% | 280 |
|
|
2023
Q2 | $225K | Sell |
14,120
-4,386
| -24% | -$70K | 0.04% | 252 |
|
|
2023
Q1 | $356K | Buy |
18,506
+331
| +2% | +$6.37K | 0.08% | 203 |
|
|
2022
Q4 | $335K | Sell |
18,175
-4,302
| -19% | -$79.2K | 0.08% | 204 |
|
|
2022
Q3 | $345K | Sell |
22,477
-1,715
| -7% | -$26.3K | 0.08% | 191 |
|
|
2022
Q2 | $507K | Sell |
24,192
-8,780
| -27% | -$184K | 0.11% | 153 |
|
|
2022
Q1 | $588K | Sell |
32,972
-2,216
| -6% | -$39.5K | 0.11% | 165 |
|
|
2021
Q4 | $654K | Sell |
35,188
-7,559
| -18% | -$140K | 0.12% | 148 |
|
|
2021
Q3 | $872K | Buy |
42,747
+4,409
| +12% | +$89.9K | 0.17% | 126 |
|
|
2021
Q2 | $833K | Sell |
38,338
-8,407
| -18% | -$183K | 0.17% | 122 |
|
|
2021
Q1 | $1.07M | Sell |
46,745
-6,588
| -12% | -$151K | 0.25% | 92 |
|
|
2020
Q4 | $1.2M | Sell |
53,333
-42,533
| -44% | -$955K | 0.29% | 82 |
|
|
2020
Q3 | $2.06M | Sell |
95,866
-1,682
| -2% | -$36.2K | 0.57% | 47 |
|
|
2020
Q2 | $2.23M | Buy |
97,548
+2,901
| +3% | +$66.2K | 0.7% | 37 |
|
|
2020
Q1 | $2.08M | Sell |
94,647
-37,321
| -28% | -$822K | 0.83% | 28 |
|
|
2019
Q4 | $3.9M | Sell |
131,968
-4,478
| -3% | -$132K | 1.31% | 15 |
|
|
2019
Q3 | $4.01M | Buy |
136,446
+4,054
| +3% | +$119K | 1.4% | 13 |
|
|
2019
Q2 | $3.32M | Sell |
132,392
-2,250
| -2% | -$56.5K | 1.59% | 12 |
|
|
2019
Q1 | $3.19M | Buy |
134,642
+36,181
| +37% | +$857K | 1.57% | 11 |
|
|
2018
Q4 | $2.12M | Buy |
+98,461
| New | +$2.12M | 1.3% | 18 |
|