Cascade Financial Partners’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 | $688K | Buy |
23,768
+300
| +1% | +$8.68K | 0.08% | 141 |
|
|
2025
Q1 | $664K | Sell |
23,468
-200
| -0.8% | -$5.66K | 0.08% | 135 |
|
|
2024
Q4 | $539K | Buy |
23,668
+2,000
| +9% | +$45.5K | 0.07% | 136 |
|
|
2024
Q3 | $466K | Sell |
21,668
-89
| -0.4% | -$1.91K | 0.06% | 149 |
|
|
2024
Q2 | $416K | Hold |
21,757
| – | – | 0.05% | 154 |
|
|
2024
Q1 | $355K | Buy |
+21,757
| New | +$355K | 0.05% | 164 |
|