Cassaday & Co Wealth Management’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Buy
2025
Q2
$979K Sell
2025
Q1
$968K Sell
2024
Q4
$818K Buy
2024
Q3
$653K Sell
2024
Q2
$729K Buy
2024
Q1
$581K Buy
2023
Q4
$478K Sell
2023
Q3
$880K Buy
2023
Q2
$933K Buy
2023
Q1
$1.1M Buy
2022
Q4
$1.01M Buy