Aprio Wealth Management’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
$1.1M Buy
38,153
+9,297
+32% +$269K 0.12% 102
2025
Q1
$816K Buy
28,856
+2,835
+11% +$80.2K 0.1% 124
2024
Q4
$593K Buy
26,021
+902
+4% +$20.5K 0.09% 123
2024
Q3
$553K Sell
25,119
-3,701
-13% -$81.4K 0.09% 115
2024
Q2
$551K Buy
28,820
+9,646
+50% +$184K 0.1% 106
2024
Q1
$337K Buy
19,174
+3,916
+26% +$68.9K 0.07% 135
2023
Q4
$256K Buy
15,258
+42
+0.3% +$705 0.06% 159
2023
Q3
$229K Buy
+15,216
New +$229K 0.06% 145