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Confluence Wealth Services’s AT&T T Stock Holding History

Confluence Wealth Services’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.64M Buy
56,547
+3,039
+6% +$81.2K 0.06% 139
2025
Q4 		$1.33M Sell
53,508
-9,460
-15% -$239K 0.06% 149
2025
Q3 		$1.78M Buy
62,968
+334
+0.5% +$9.48K 0.09% 111
2025
Q2 		$1.81M Buy
62,634
+927
+2% +$25.5K 0.1% 99
2025
Q1 		$1.68M Sell
61,707
-176
-0.3% -$4.43K 0.11% 98
2024
Q4 		$1.39M Buy
61,883
+8,604
+16% +$194K 0.09% 112
2024
Q3 		$1.17M Buy
53,279
+2,383
+5% +$47.4K 0.09% 126
2024
Q2 		$973K Buy
50,896
+4,163
+9% +$72.4K 0.08% 152
2024
Q1 		$822K Sell
46,733
-5,988
-11% -$102K 0.07% 155
2023
Q4 		$885K Sell
52,721
-6,503
-11% -$103K 0.1% 125
2023
Q3 		$890K Sell
59,224
-4,153
-7% -$60.9K 0.18% 100
2023
Q2 		$1.01M Sell
63,377
-1,646
-3% -$28K 0.21% 90
2023
Q1 		$1.25M Buy
65,023
+7,732
+13% +$148K 0.29% 70
2022
Q4 		$1.05M Sell
57,291
-4,591
-7% -$82.2K 0.27% 74
2022
Q3 		$949K Sell
61,882
-31,566
-34% -$574K 0.4% 70
2022
Q2 		$1.69M Sell
93,448
-26,537
-22% -$529K 0.74% 37
2022
Q1 		$2.14M Buy
119,985
+519
+0.4% +$9.6K 0.77% 25
2021
Q4 		$2.22M Buy
+119,466
New +$2.23M 0.72% 23

Other funds holding T

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return