A detailed history of Concentric Wealth Management, LLC transactions in At&T Inc. stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 150,457 shares of T stock, worth $3.34 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
150,457
Previous 147,774 1.82%
Holding current value
$3.34 Million
Previous $2.6 Million 10.58%
% of portfolio
0.76%
Previous 0.69%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$16.09 - $19.11 $43,169 - $51,272
2,683 Added 1.82%
150,457 $2.88 Million
Q1 2024

May 08, 2024

BUY
$16.23 - $18.04 $27,444 - $30,505
1,691 Added 1.16%
147,774 $2.6 Million
Q4 2023

Feb 14, 2024

SELL
$14.32 - $17.22 $64,840 - $77,972
-4,528 Reduced 3.01%
146,083 $2.45 Million
Q3 2023

Nov 08, 2023

SELL
$13.45 - $16.12 $21,116 - $25,308
-1,570 Reduced 1.03%
150,611 $2.26 Million
Q2 2023

Aug 08, 2023

SELL
$15.15 - $19.96 $122,851 - $161,855
-8,109 Reduced 5.06%
152,181 $2.43 Million
Q1 2023

May 10, 2023

SELL
$18.13 - $20.42 $11,657 - $13,130
-643 Reduced 0.4%
160,290 $3.09 Million
Q4 2022

Feb 10, 2023

SELL
$14.76 - $19.3 $44,102 - $57,668
-2,988 Reduced 1.82%
160,933 $2.96 Million
Q3 2022

Nov 09, 2022

BUY
$15.34 - $23.1 $15,033 - $22,638
980 Added 0.6%
163,921 $2.52 Million
Q2 2022

Aug 12, 2022

BUY
$17.92 - $21.32 $570,017 - $678,167
31,809 Added 24.26%
162,941 $3.42 Million
Q1 2022

Apr 14, 2022

BUY
$17.29 - $20.63 $25,156 - $30,016
1,455 Added 1.12%
131,132 $3.1 Million
Q4 2021

Feb 10, 2022

BUY
$16.74 - $20.66 $206,655 - $255,047
12,345 Added 10.52%
129,677 $3.19 Million
Q3 2021

Nov 12, 2021

BUY
$20.36 - $22.08 $127,962 - $138,772
6,285 Added 5.66%
117,332 $3.17 Million
Q2 2021

Aug 12, 2021

BUY
$21.64 - $24.65 $131,506 - $149,798
6,077 Added 5.79%
111,047 $3.2 Million
Q1 2021

May 14, 2021

BUY
$21.06 - $23.21 $228,458 - $251,782
10,848 Added 11.53%
104,970 $3.18 Million
Q4 2020

Feb 10, 2021

BUY
$20.02 - $23.76 $118,918 - $141,134
5,940 Added 6.74%
94,122 $2.71 Million
Q3 2020

Nov 12, 2020

BUY
$21.05 - $23.03 $40,626 - $44,447
1,930 Added 2.24%
88,182 $2.51 Million
Q2 2020

Aug 11, 2020

BUY
$20.74 - $25.1 $149,846 - $181,347
7,225 Added 9.14%
86,252 $2.61 Million
Q1 2020

May 07, 2020

BUY
$20.22 - $29.74 $51,176 - $75,271
2,531 Added 3.31%
79,027 $2.3 Million
Q4 2019

Feb 10, 2020

BUY
$27.81 - $29.93 $503,221 - $541,583
18,095 Added 30.98%
76,496 $2.99 Million
Q3 2019

Nov 06, 2019

SELL
$24.24 - $29.26 $1,260 - $1,521
-52 Reduced 0.09%
58,401 $2.21 Million
Q2 2019

Aug 05, 2019

BUY
$22.89 - $25.31 $62,741 - $69,374
2,741 Added 4.92%
58,453 $1.96 Million
Q1 2019

May 08, 2019

BUY
$22.18 - $23.72 $85,415 - $91,345
3,851 Added 7.43%
55,712 $1.75 Million
Q4 2018

Feb 13, 2019

BUY
$20.66 - $25.77 $76,772 - $95,761
3,716 Added 7.72%
51,861 $1.48 Million
Q3 2018

Nov 13, 2018

BUY
$22.85 - $25.61 $32,904 - $36,878
1,440 Added 3.08%
48,145 $1.62 Million
Q2 2018

Aug 06, 2018

BUY
$23.72 - $27.3 $74,978 - $86,295
3,161 Added 7.26%
46,705 $1.5 Million
Q1 2018

May 03, 2018

BUY
$26.2 - $29.58 $15,327 - $17,304
585 Added 1.36%
43,544 $1.55 Million
Q4 2017

Feb 06, 2018

BUY
$24.82 - $29.84 $39,265 - $47,206
1,582 Added 3.82%
42,959 $1.67 Million
Q3 2017

Nov 07, 2017

BUY
$26.88 - $29.58 $1.11 Million - $1.22 Million
41,377
41,377 $1.62 Million

Others Institutions Holding T

About AT&T INC.


  • Ticker T
  • Exchange NYSE
  • Sector Communication Services
  • Industry Telecom Services
  • Shares Outstandng 7,126,000,128
  • Market Cap $158B
  • Description
  • AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying cases and hands-free devices through its own company-owned stores, agents, and third-party retail...
More about T
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