West Coast Financial’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 |
-10,352
| Closed | -$211K | – | 139 |
|
|
2021
Q3 | $211K | Sell |
10,352
-3,455
| -25% | -$72.6K | 0.03% | 128 |
|
|
2021
Q2 | $300K | Buy |
13,807
+195
| +1% | +$4.44K | 0.05% | 110 |
|
|
2021
Q1 | $311K | Sell |
13,612
-1,936
| -12% | -$42.8K | 0.05% | 102 |
|
|
2020
Q4 | $338K | Sell |
15,548
-774
| -5% | -$16.7K | 0.07% | 90 |
|
|
2020
Q3 | $351K | Hold |
16,322
| – | – | 0.08% | 89 |
|
|
2020
Q2 | $373K | Buy |
16,322
+247
| +2% | +$5.63K | 0.09% | 82 |
|
|
2020
Q1 | $354K | Buy |
16,075
+629
| +4% | +$17.2K | 0.09% | 77 |
|
|
2019
Q4 | $456K | Hold |
15,446
| – | – | 0.1% | 80 |
|
|
2019
Q3 | $441K | Buy |
15,446
+265
| +2% | +$7.02K | 0.1% | 85 |
|
|
2019
Q2 | $384K | Buy |
15,181
+1,452
| +11% | +$34.8K | 0.09% | 88 |
|
|
2019
Q1 | $325K | Buy |
13,729
+153
| +1% | +$3.52K | 0.08% | 98 |
|
|
2018
Q4 | $293K | Sell |
13,576
-28,783
| -68% | -$670K | 0.08% | 96 |
|
|
2018
Q3 | $1.07M | Buy |
42,359
+28,392
| +203% | +$695K | 0.25% | 72 |
|
|
2018
Q2 | $339K | Sell |
13,967
-947
| -6% | -$23.8K | 0.09% | 87 |
|
|
2018
Q1 | $402K | Sell |
14,914
-115,192
| -89% | -$3.21M | 0.11% | 84 |
|
|
2017
Q4 | $3.82M | Sell |
130,106
-31,354
| -19% | -$856K | 1.07% | 38 |
|
|
2017
Q3 | $4.78M | Buy |
161,460
+33,289
| +26% | +$945K | 1.3% | 30 |
|
|
2017
Q2 | $3.65M | Buy |
128,171
+12,302
| +11% | +$363K | 1.17% | 33 |
|
|
2017
Q1 | $3.64M | Sell |
115,869
-3,055
| -3% | -$96.1K | 1.16% | 34 |
|
|
2016
Q4 | $3.82M | Buy |
118,924
+2,269
| +2% | +$67K | 1.22% | 32 |
|
|
2016
Q3 | $3.58M | Sell |
116,655
-7,696
| -6% | -$243K | 1.15% | 33 |
|
|
2016
Q2 | $4.06M | Buy |
124,351
+2,652
| +2% | +$78.9K | 1.47% | 27 |
|
|
2016
Q1 | $3.6M | Buy |
121,699
+4,596
| +4% | +$127K | 1.48% | 31 |
|
|
2015
Q4 | $3.04M | Buy |
117,103
+1,216
| +1% | +$30.8K | 1.27% | 31 |
|
|
2015
Q3 | $2.85M | Buy |
115,887
+6,014
| +5% | +$153K | 1.27% | 34 |
|
|
2015
Q2 | $2.94M | Buy |
109,873
+10,418
| +10% | +$269K | 1.29% | 34 |
|
|
2015
Q1 | $2.45M | Buy |
99,455
+10,877
| +12% | +$276K | 1.14% | 41 |
|
|
2014
Q4 | $2.25M | Buy |
88,578
+131
| +0.1% | +$3.4K | 1.16% | 42 |
|
|
2014
Q3 | $2.35M | Buy |
88,447
+2,944
| +3% | +$78.3K | 1.32% | 37 |
|
|
2014
Q2 | $2.28M | Buy |
85,503
+846
| +1% | +$22.7K | 1.2% | 38 |
|
|
2014
Q1 | $2.24M | Sell |
84,657
-3,564
| -4% | -$89.5K | 1.14% | 43 |
|
|
2013
Q4 | $2.34M | Sell |
88,221
-725
| -0.8% | -$19.1K | 1.21% | 44 |
|
|
2013
Q3 | $2.27M | Buy |
88,946
+272
| +0.3% | +$7.14K | 1.26% | 43 |
|
|
2013
Q2 | $2.37M | Buy |
+88,674
| New | +$2.46M | 1.29% | 39 |
|
Other funds holding T
