Balanced Rock 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	$250K	Buy	8,633 +145	+2%	+$4.2K	0.2%	88
2025 Q1	$240K	Buy	+8,488	New	+$240K	0.19%	80
2024 Q1	–	Sell	-22,355	Closed	-$375K	–	96
2023 Q4	$375K	Buy	+22,355	New	+$375K	0.33%	69