Cyndeo Wealth Partners’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 | $716K | Sell |
24,745
-5,430
| -18% | -$157K | 0.04% | 263 |
|
|
2025
Q1 | $853K | Sell |
30,175
-10,711
| -26% | -$303K | 0.06% | 237 |
|
|
2024
Q4 | $931K | Sell |
40,886
-4,223
| -9% | -$96.2K | 0.06% | 221 |
|
|
2024
Q3 | $992K | Buy |
45,109
+12,825
| +40% | +$282K | 0.07% | 214 |
|
|
2024
Q2 | $617K | Sell |
32,284
-3,651
| -10% | -$69.8K | 0.05% | 255 |
|
|
2024
Q1 | $632K | Buy |
35,935
+2,591
| +8% | +$45.6K | 0.05% | 239 |
|
|
2023
Q4 | $560K | Buy |
33,344
+105
| +0.3% | +$1.76K | 0.05% | 236 |
|
|
2023
Q3 | $499K | Buy |
33,239
+975
| +3% | +$14.6K | 0.05% | 225 |
|
|
2023
Q2 | $515K | Sell |
32,264
-9,276
| -22% | -$148K | 0.05% | 218 |
|
|
2023
Q1 | $800K | Buy |
41,540
+7,260
| +21% | +$140K | 0.09% | 188 |
|
|
2022
Q4 | $631K | Buy |
+34,280
| New | +$631K | 0.07% | 194 |
|