YHB Investment Advisors’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 | $237K | Sell |
8,267
-71
| -0.9% | -$2.04K | 0.02% | 281 |
|
|
2025
Q1 | $236K | Buy |
+8,338
| New | +$236K | 0.02% | 265 |
|
|
2022
Q3 | – | Sell |
-10,567
| Closed | -$221K | – | 290 |
|
|
2022
Q2 | $221K | Sell |
10,567
-5,398
| -34% | -$113K | 0.02% | 261 |
|
|
2022
Q1 | $285K | Sell |
15,965
-13,404
| -46% | -$239K | 0.03% | 249 |
|
|
2021
Q4 | $546K | Sell |
29,369
-2,849
| -9% | -$53K | 0.04% | 203 |
|
|
2021
Q3 | $657K | Buy |
32,218
+10,085
| +46% | +$206K | 0.06% | 187 |
|
|
2021
Q2 | $481K | Sell |
22,133
-5,983
| -21% | -$130K | 0.04% | 203 |
|
|
2021
Q1 | $636K | Sell |
28,116
-90
| -0.3% | -$2.04K | 0.06% | 186 |
|
|
2020
Q4 | $613K | Buy |
28,206
+3,229
| +13% | +$70.2K | 0.06% | 185 |
|
|
2020
Q3 | $538K | Sell |
24,977
-17,570
| -41% | -$378K | 0.06% | 185 |
|
|
2020
Q2 | $971K | Sell |
42,547
-1,434
| -3% | -$32.7K | 0.14% | 110 |
|
|
2020
Q1 | $968K | Buy |
43,981
+3,279
| +8% | +$72.2K | 0.17% | 101 |
|
|
2019
Q4 | $1.2M | Buy |
40,702
+70
| +0.2% | +$2.07K | 0.17% | 103 |
|
|
2019
Q3 | $1.16M | Buy |
40,632
+410
| +1% | +$11.7K | 0.18% | 103 |
|
|
2019
Q2 | $1.02M | Hold |
40,222
| – | – | 0.16% | 110 |
|
|
2019
Q1 | $953K | Sell |
40,222
-5,480
| -12% | -$130K | 0.15% | 114 |
|
|
2018
Q4 | $985K | Buy |
45,702
+11,050
| +32% | +$238K | 0.18% | 109 |
|
|
2018
Q3 | $879K | Sell |
34,652
-6,793
| -16% | -$172K | 0.13% | 124 |
|
|
2018
Q2 | $1.01M | Sell |
41,445
-8,132
| -16% | -$197K | 0.16% | 116 |
|
|
2018
Q1 | $1.34M | Sell |
49,577
-40,189
| -45% | -$1.08M | 0.23% | 103 |
|
|
2017
Q4 | $2.64M | Sell |
89,766
-4,814
| -5% | -$141K | 0.45% | 73 |
|
|
2017
Q3 | $2.8M | Sell |
94,580
-19,404
| -17% | -$574K | 0.5% | 67 |
|
|
2017
Q2 | $3.25M | Buy |
113,984
+16,989
| +18% | +$484K | 0.56% | 62 |
|
|
2017
Q1 | $2.9M | Sell |
96,995
-428
| -0.4% | -$12.8K | 0.56% | 62 |
|
|
2016
Q4 | $3.13M | Buy |
97,423
+5,229
| +6% | +$168K | 0.65% | 53 |
|
|
2016
Q3 | $2.83M | Sell |
92,194
-4,270
| -4% | -$131K | 0.68% | 50 |
|
|
2016
Q2 | $3.15M | Buy |
96,464
+11,711
| +14% | +$382K | 0.69% | 51 |
|
|
2016
Q1 | $2.51M | Sell |
84,753
-20,922
| -20% | -$619K | 0.68% | 49 |
|
|
2015
Q4 | $2.75M | Sell |
105,675
-57
| -0.1% | -$1.48K | 0.62% | 50 |
|
|
2015
Q3 | $2.6M | Buy |
105,732
+7,354
| +7% | +$181K | 0.61% | 53 |
|
|
2015
Q2 | $2.64M | Sell |
98,378
-25,253
| -20% | -$677K | 0.58% | 62 |
|
|
2015
Q1 | $3.05M | Buy |
123,631
+3,895
| +3% | +$96.1K | 0.68% | 54 |
|
|
2014
Q4 | $3.04M | Sell |
119,736
-291
| -0.2% | -$7.38K | 0.7% | 52 |
|
|
2014
Q3 | $3.2M | Buy |
120,027
+741
| +0.6% | +$19.7K | 0.77% | 47 |
|
|
2014
Q2 | $3.19M | Buy |
119,286
+4,433
| +4% | +$118K | 0.77% | 50 |
|
|
2014
Q1 | $3.04M | Buy |
114,853
+1,390
| +1% | +$36.8K | 0.77% | 48 |
|
|
2013
Q4 | $3.01M | Sell |
113,463
-2,509
| -2% | -$66.6K | 0.81% | 49 |
|
|
2013
Q3 | $2.96M | Sell |
115,972
-1,571
| -1% | -$40.1K | 0.88% | 44 |
|
|
2013
Q2 | $3.14M | Buy |
+117,543
| New | +$3.14M | 0.98% | 37 |
|