Valley Brook Capital Group’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
7,600
| – | – | 0.16% | 105 |
|
|
2025
Q1 | $215K | Buy |
+7,600
| New | +$215K | 0.17% | 106 |
|
|
2024
Q4 | – | Sell |
-9,200
| Closed | -$202K | – | 119 |
|
|
2024
Q3 | $202K | Sell |
9,200
-6,400
| -41% | -$141K | 0.15% | 113 |
|
|
2024
Q2 | $298K | Sell |
15,600
-1,712
| -10% | -$32.7K | 0.23% | 93 |
|
|
2024
Q1 | $305K | Sell |
17,312
-4,384
| -20% | -$77.2K | 0.24% | 92 |
|
|
2023
Q4 | $364K | Sell |
21,696
-1,705
| -7% | -$28.6K | 0.32% | 76 |
|
|
2023
Q3 | $351K | Buy |
23,401
+150
| +0.6% | +$2.25K | 0.35% | 70 |
|
|
2023
Q2 | $371K | Buy |
23,251
+731
| +3% | +$11.7K | 0.34% | 72 |
|
|
2023
Q1 | $434K | Hold |
22,520
| – | – | 0.4% | 65 |
|
|
2022
Q4 | $415K | Sell |
22,520
-150
| -0.7% | -$2.76K | 0.4% | 67 |
|
|
2022
Q3 | $347K | Hold |
22,670
| – | – | 0.38% | 70 |
|
|
2022
Q2 | $475K | Sell |
22,670
-15,701
| -41% | -$329K | 0.49% | 59 |
|
|
2022
Q1 | $684K | Buy |
38,371
+18,482
| +93% | +$329K | 0.59% | 49 |
|
|
2021
Q4 | $369K | Sell |
19,889
-14,039
| -41% | -$260K | 0.32% | 76 |
|
|
2021
Q3 | $692K | Sell |
33,928
-3,090
| -8% | -$63K | 0.69% | 47 |
|
|
2021
Q2 | $804K | Buy |
37,018
+721
| +2% | +$15.7K | 0.77% | 40 |
|
|
2021
Q1 | $829K | Sell |
36,297
-3,284
| -8% | -$75K | 0.75% | 35 |
|
|
2020
Q4 | $859K | Buy |
+39,581
| New | +$859K | 0.85% | 30 |
|