Congress Wealth Management’s AT&T T Stock Holding History

Congress Wealth Management’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
2025 Q2	$12.8M	Buy	446,629 +98,684	+28%	+$2.72M	0.12%	196
2025 Q1	$9.55M	Buy	347,945 +221,864	+176%	+$5.58M	0.11%	209
2024 Q4	$2.87M	Sell	126,081 -70,966	-36%	-$1.6M	0.04%	359
2024 Q3	$4.34M	Buy	197,047 +49,029	+33%	+$976K	0.06%	314
2024 Q2	$2.83M	Buy	148,018 +124,979	+542%	+$2.17M	0.05%	309
2024 Q1	$405K	Sell	23,039 -14,222	-38%	-$243K	0.01%	472
2023 Q4	$625K	Buy	37,261 +8,030	+27%	+$127K	0.01%	440
2023 Q3	$439K	Buy	29,231 +8,138	+39%	+$119K	0.01%	470
2023 Q2	$336K	Buy	21,093 +164	+0.8%	+$2.79K	0.01%	470
2023 Q1	$403K	Sell	20,929 -894	-4%	-$17.1K	0.01%	444
2022 Q4	$402K	Buy	21,823 +1,230	+6%	+$22K	0.01%	434
2022 Q3	$315K	Sell	20,593 -1,849	-8%	-$33.6K	0.01%	465
2022 Q2	$471K	Sell	22,442 -12,656	-36%	-$252K	0.01%	417
2022 Q1	$626K	Sell	35,098 -32,149	-48%	-$595K	0.01%	412
2021 Q4	$1.25M	Buy	+67,247	New	+$1.26M	0.03%	351

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM