Concord Wealth Partners’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
Q2
$188K Sell
2025
Q1
$213K Sell
2024
Q4
$217K Sell
2024
Q3
$336K Sell
2024
Q2
$295K Sell
2024
Q1
$279K Buy
2023
Q4
$265K Sell
2023
Q3
$270K Buy
2023
Q2
$203K Sell
2023
Q1
$252K Sell
2022
Q4
$243K Sell
2022
Q3
$242K Buy
2022
Q2
$305K Sell
2022
Q1
$350K Sell
2021
Q4
$390K Buy
2021
Q3
$201K Sell
2021
Q2
$395K Sell
2021
Q1
$421K Buy
2020
Q4
$352K Buy