Congress 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
Q2 | $12.8M | Buy |
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|
2025
Q1 | $9.55M | Buy |
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|
2024
Q4 | $2.87M | Sell |
|
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|
2024
Q3 | $4.34M | Buy |
|
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|
2024
Q2 | $2.83M | Buy |
|
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|
2024
Q1 | $405K | Sell |
|
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|
2023
Q4 | $625K | Buy |
|
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|
2023
Q3 | $439K | Buy |
|
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|
2023
Q2 | $336K | Buy |
|
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|
2023
Q1 | $403K | Sell |
|
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|
2022
Q4 | $402K | Buy |
|
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $626K | Sell |
|
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|
2021
Q4 | $1.25M | Buy |
|