Cornerstone Planning Group’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Buy
12,809
+1,700
+15% +$47.2K 0.07% 61
2025
Q1
$302K Buy
11,109
+5,565
+100% +$151K 0.07% 64
2024
Q4
$134K Buy
5,544
+121
+2% +$2.92K 0.03% 94
2024
Q3
$120K Sell
5,423
-68
-1% -$1.51K 0.03% 101
2024
Q2
$104K Sell
5,491
-244
-4% -$4.61K 0.03% 131
2024
Q1
$96.6K Sell
5,735
-93
-2% -$1.57K 0.03% 120
2023
Q4
$97.8K Sell
5,828
-215
-4% -$3.61K 0.03% 122
2023
Q3
$90.8K Sell
6,043
-394
-6% -$5.92K 0.03% 120
2023
Q2
$103K Buy
+6,437
New +$103K 0.04% 131
2022
Q4
$130K Buy
+6,860
New +$130K 0.05% 129