Van Hulzen Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $263K | Sell |
9,059
-1,283
| -12% | -$34.3K | 0.02% | 308 |
|
|
2025
Q4 | $257K | Sell |
10,342
-549
| -5% | -$13.9K | 0.02% | 289 |
|
|
2025
Q3 | $308K | Sell |
10,891
-78
| -0.7% | -$2.21K | 0.02% | 263 |
|
|
2025
Q2 | $317K | Sell |
10,969
-17
| -0.2% | -$468 | 0.03% | 251 |
|
|
2025
Q1 | $311K | Sell |
10,986
-854
| -7% | -$21.5K | 0.03% | 251 |
|
|
2024
Q4 | $270K | Sell |
11,840
-190
| -2% | -$4.28K | 0.02% | 274 |
|
|
2024
Q3 | $265K | Sell |
12,030
-2,263
| -16% | -$45K | 0.02% | 274 |
|
|
2024
Q2 | $273K | Buy |
+14,293
| New | +$249K | 0.02% | 264 |
|
|
2024
Q1 | – | Sell |
-16,426
| Closed | -$276K | – | 333 |
|
|
2023
Q4 | $276K | Buy |
16,426
+3,705
| +29% | +$58.5K | 0.02% | 275 |
|
|
2023
Q3 | $191K | Sell |
12,721
-2,946
| -19% | -$43.2K | 0.01% | 290 |
|
|
2023
Q2 | $250K | Sell |
15,667
-2,621
| -14% | -$44.6K | 0.02% | 265 |
|
|
2023
Q1 | $352K | Buy |
18,288
+1,814
| +11% | +$34.7K | 0.03% | 213 |
|
|
2022
Q4 | $303K | Sell |
16,474
-447
| -3% | -$8K | 0.04% | 228 |
|
|
2022
Q3 | $260K | Buy |
16,921
+904
| +6% | +$16.4K | 0.03% | 229 |
|
|
2022
Q2 | $336K | Sell |
16,017
-16,086
| -50% | -$321K | 0.04% | 210 |
|
|
2022
Q1 | $573K | Sell |
32,103
-8,631
| -21% | -$160K | 0.06% | 154 |
|
|
2021
Q4 | $757K | Buy |
40,734
+2,621
| +7% | +$49K | 0.08% | 136 |
|
|
2021
Q3 | $778K | Buy |
38,113
+388
| +1% | +$8.15K | 0.12% | 104 |
|
|
2021
Q2 | $820K | Sell |
37,725
-915
| -2% | -$20.8K | 0.12% | 102 |
|
|
2021
Q1 | $883K | Sell |
38,640
-20,045
| -34% | -$443K | 0.14% | 92 |
|
|
2020
Q4 | $1.27M | Sell |
58,685
-3,397
| -5% | -$73.3K | 0.19% | 86 |
|
|
2020
Q3 | $1.34M | Sell |
62,082
-3,008
| -5% | -$67.2K | 0.2% | 87 |
|
|
2020
Q2 | $1.49M | Buy |
65,090
+14,361
| +28% | +$327K | 0.22% | 76 |
|
|
2020
Q1 | $1.12M | Sell |
50,729
-1,582
| -3% | -$43.2K | 0.24% | 78 |
|
|
2019
Q4 | $1.54M | Buy |
52,311
+1,961
| +4% | +$56.6K | 0.3% | 74 |
|
|
2019
Q3 | $1.44M | Buy |
50,350
+288
| +0.6% | +$7.63K | 0.3% | 68 |
|
|
2019
Q2 | $1.27M | Buy |
50,062
+8,978
| +22% | +$215K | 0.28% | 72 |
|
|
2019
Q1 | $973K | Sell |
41,084
-218
| -0.5% | -$5.01K | 0.26% | 74 |
|
|
2018
Q4 | $890K | Buy |
41,302
+8,255
| +25% | +$192K | 0.26% | 74 |
|
|
2018
Q3 | $838K | Buy |
33,047
+3,358
| +11% | +$82.3K | 0.22% | 84 |
|
|
2018
Q2 | $720K | Sell |
29,689
-1,675
| -5% | -$42K | 0.21% | 81 |
|
|
2018
Q1 | $844K | Buy |
31,364
+1,815
| +6% | +$50.5K | 0.26% | 81 |
|
|
2017
Q4 | $868K | Sell |
29,549
-192
| -0.6% | -$5.24K | 0.26% | 84 |
|
|
2017
Q3 | $880K | Buy |
+29,741
| New | +$844K | 0.3% | 76 |
|
|
2017
Q2 | – | Sell |
-6,538
| Closed | -$205K | – | 148 |
|
|
2017
Q1 | $205K | Sell |
6,538
-654
| -9% | -$20.6K | 0.09% | 121 |
|
|
2016
Q4 | $231K | Sell |
7,192
-265
| -4% | -$7.82K | 0.11% | 115 |
|
|
2016
Q3 | $229K | Buy |
7,457
+1,022
| +16% | +$32.3K | 0.12% | 101 |
|
|
2016
Q2 | $210K | Buy |
6,435
+8
| +0.1% | +$238 | 0.12% | 104 |
|
|
2016
Q1 | $190K | Buy |
6,427
+2,391
| +59% | +$66.2K | 0.11% | 105 |
|
|
2015
Q4 | $105K | Buy |
+4,036
| New | +$102K | 0.07% | 135 |
|
|
2015
Q3 | – | Sell |
-12,450
| Closed | -$334K | – | 166 |
|
|
2015
Q2 | $334K | Sell |
12,450
-2,314
| -16% | -$59.8K | 0.18% | 97 |
|
|
2015
Q1 | $364K | Sell |
14,764
-359
| -2% | -$9.13K | 0.22% | 92 |
|
|
2014
Q4 | $384K | Buy |
+15,123
| New | +$392K | 0.27% | 75 |
|
|
2014
Q2 | – | Sell |
-7,609
| Closed | -$202K | – | 87 |
|
|
2014
Q1 | $202K | Buy |
7,609
+3
| +0% | +$75 | 0.2% | 80 |
|
|
2013
Q4 | $202K | Buy |
+7,606
| New | +$200K | 0.17% | 96 |
|
Other funds holding T
VCM
VPM
