Cascade Financial Partners’s AT&T T Stock Holding History

Cascade Financial Partners’s Portfolio T Stock Details T Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$677K	Buy
2025 Q2	$688K	Buy
2025 Q1	$664K	Sell
2024 Q4	$539K	Buy
2024 Q3	$466K	Sell
2024 Q2	$416K	Hold
2024 Q1	$355K	Buy