Truepoint Inc’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,572
| Closed | -$278K | – | 228 |
|
|
2023
Q4 | $278K | Buy |
16,572
+1,792
| +12% | +$30.1K | 0.01% | 184 |
|
|
2023
Q3 | $222K | Buy |
+14,780
| New | +$222K | 0.01% | 184 |
|
|
2021
Q2 | – | Sell |
-10,554
| Closed | -$241K | – | 124 |
|
|
2021
Q1 | $241K | Buy |
10,554
+130
| +1% | +$2.97K | 0.02% | 105 |
|
|
2020
Q4 | $226K | Buy |
+10,424
| New | +$226K | 0.02% | 103 |
|
|
2020
Q1 | – | Sell |
-8,443
| Closed | -$249K | – | 104 |
|
|
2019
Q4 | $249K | Buy |
+8,443
| New | +$249K | 0.02% | 104 |
|
|
2019
Q3 | – | Sell |
-14,032
| Closed | -$355K | – | 121 |
|
|
2019
Q2 | $355K | Buy |
14,032
+1,202
| +9% | +$30.4K | 0.03% | 88 |
|
|
2019
Q1 | $304K | Buy |
12,830
+3,542
| +38% | +$83.9K | 0.03% | 90 |
|
|
2018
Q4 | $200K | Sell |
9,288
-1,566
| -14% | -$33.7K | 0.02% | 99 |
|
|
2018
Q3 | $275K | Sell |
10,854
-420
| -4% | -$10.6K | 0.02% | 89 |
|
|
2018
Q2 | $273K | Buy |
11,274
+10,919
| +3,076% | +$264K | 0.02% | 88 |
|
|
2018
Q1 | $7.52K | Buy |
+355
| New | +$7.52K | 0.06% | 47 |
|
|
2017
Q1 | – | Sell |
-8,446
| Closed | -$263K | – | 97 |
|
|
2016
Q4 | $263K | Buy |
+8,446
| New | +$263K | 0.03% | 75 |
|
|
2016
Q1 | – | Sell |
-8,039
| Closed | -$209K | – | 87 |
|
|
2015
Q4 | $209K | Buy |
+8,039
| New | +$209K | 0.03% | 69 |
|