Avaii Wealth Management’s AT&T T Stock Holding History

Avaii Wealth Management’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$249K	Sell	8,588 -237	-3%	-$6.33K	0.09%	137
2025 Q4	$219K	Buy	8,825 +164	+2%	+$4.15K	0.08%	136
2025 Q3	$245K	Sell	8,661 -5,503	-39%	-$156K	0.09%	127
2025 Q2	$410K	Buy	14,164 +444	+3%	+$12.2K	0.18%	72
2025 Q1	$388K	Buy	13,720 +4	+0%	+$101	0.21%	67
2024 Q4	$312K	Sell	13,716 -817	-6%	-$18.4K	0.15%	89
2024 Q3	$320K	Sell	14,533 -1,552	-10%	-$30.9K	0.16%	90
2024 Q2	$307K	Sell	16,085 -333	-2%	-$5.79K	0.17%	108
2024 Q1	$289K	Sell	16,418 -2,844	-15%	-$48.6K	0.17%	107
2023 Q4	$323K	Buy	19,262 +411	+2%	+$6.49K	0.21%	100
2023 Q3	$283K	Sell	18,851 -255	-1%	-$3.74K	0.21%	102
2023 Q2	$305K	Sell	19,106 -1,168	-6%	-$19.9K	0.23%	94
2023 Q1	$390K	Buy	20,274 +1,359	+7%	+$26K	0.34%	68
2022 Q4	$348K	Buy	18,915 +1,702	+10%	+$30.5K	0.31%	79
2022 Q3	$264K	Sell	17,213 -1,498	-8%	-$27.3K	0.27%	84
2022 Q2	$392K	Sell	18,711 -2,015	-10%	-$40.2K	0.42%	47
2022 Q1	$370K	Buy	20,726 +1,548	+8%	+$28.6K	0.34%	61
2021 Q4	$356K	Buy	+19,178	New	+$358K	0.36%	64

Other funds holding T

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return