Zhang Financial’s AT&T T Stock Holding History

Zhang Financial’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$512K	Sell	17,691 -23	-0.1%	-$666	0.02%	201
2025 Q1	$501K	Sell	17,714 -727	-4%	-$20.6K	0.03%	206
2024 Q4	$420K	Buy	+18,441	New	+$420K	0.02%	213
2024 Q1	–	Sell	-12,054	Closed	-$202K	–	273
2023 Q4	$202K	Sell	12,054 -1,457	-11%	-$24.4K	0.02%	248
2023 Q3	$203K	Buy	13,511 +448	+3%	+$6.73K	0.02%	228
2023 Q2	$208K	Sell	13,063 -1,800	-12%	-$28.7K	0.02%	236
2023 Q1	$286K	Sell	14,863 -677	-4%	-$13K	0.03%	193
2022 Q4	$286K	Buy	15,540 +99	+0.6%	+$1.82K	0.04%	189
2022 Q3	$237K	Sell	15,441 -199	-1%	-$3.05K	0.04%	192
2022 Q2	$328K	Sell	15,640 -6,712	-30%	-$141K	0.05%	170
2022 Q1	$399K	Buy	22,352 +1,678	+8%	+$30K	0.07%	157
2021 Q4	$384K	Buy	20,674 +700	+4%	+$13K	0.07%	146
2021 Q3	$407K	Buy	19,974 +767	+4%	+$15.6K	0.09%	104
2021 Q2	$418K	Buy	19,207 +28	+0.1%	+$609	0.1%	86
2021 Q1	$438K	Sell	19,179 -677	-3%	-$15.5K	0.12%	79
2020 Q4	$431K	Buy	19,856 +1,368	+7%	+$29.7K	0.13%	69
2020 Q3	$398K	Buy	18,488 +1,385	+8%	+$29.8K	0.14%	65
2020 Q2	$391K	Sell	17,103 -2,671	-14%	-$61.1K	0.15%	62
2020 Q1	$435K	Sell	19,774 -1,144	-5%	-$25.2K	0.19%	54
2019 Q4	$617K	Buy	20,918 +1,913	+10%	+$56.4K	0.24%	50
2019 Q3	$543K	Sell	19,005 -8,322	-30%	-$238K	0.23%	52
2019 Q2	$692K	Buy	27,327 +8,285	+44%	+$210K	0.29%	43
2019 Q1	$451K	Sell	19,042 -231	-1%	-$5.47K	0.19%	52
2018 Q4	$415K	Buy	19,273 +2	+0%	+$43	0.2%	50
2018 Q3	$487K	Buy	19,271 +203	+1%	+$5.13K	0.23%	46
2018 Q2	$464K	Buy	19,068 +506	+3%	+$12.3K	0.24%	48
2018 Q1	$492K	Buy	18,562 +7,921	+74%	+$210K	0.26%	43
2017 Q4	$307K	Sell	10,641 -637	-6%	-$18.4K	0.15%	63
2017 Q3	$326K	Buy	+11,278	New	+$326K	0.17%	58
2017 Q2	–	Sell	-10,641	Closed	-$307K	–	83
2017 Q1	$307K	Sell	10,641 -4,927	-32%	-$142K	0.15%	60
2016 Q4	$487K	Buy	15,568 +645	+4%	+$20.2K	0.26%	44
2016 Q3	$458K	Buy	+14,923	New	+$458K	0.25%	47