Essential Planning’s AT&T T Stock Holding History

Essential Planning’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 Q3	$332K	Sell
2025 Q2	$342K	Buy
2025 Q1	$333K	Sell
2024 Q4	$17M	Buy
2024 Q3	$257K	Sell
2024 Q2	$224K	Buy
2024 Q1	$189K	Hold
2023 Q4	$189K	Buy
2023 Q3	$167K	Sell
2023 Q2	$182K	Buy