Essential Planning’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 | $342K | Buy |
11,812
+30
| +0.3% | +$868 | 0.13% | 65 |
|
|
2025
Q1 | $333K | Sell |
11,782
-745,214
| -98% | -$21.1M | 0.13% | 63 |
|
|
2024
Q4 | $17M | Buy |
756,996
+745,294
| +6,369% | +$16.8M | 0.11% | 62 |
|
|
2024
Q3 | $257K | Sell |
11,702
-31
| -0.3% | -$682 | 0.11% | 70 |
|
|
2024
Q2 | $224K | Buy |
11,733
+459
| +4% | +$8.77K | 0.1% | 67 |
|
|
2024
Q1 | $189K | Hold |
11,274
| – | – | 0.09% | 64 |
|
|
2023
Q4 | $189K | Buy |
11,274
+146
| +1% | +$2.45K | 0.1% | 63 |
|
|
2023
Q3 | $167K | Sell |
11,128
-309
| -3% | -$4.64K | 0.09% | 60 |
|
|
2023
Q2 | $182K | Buy |
+11,437
| New | +$182K | 0.1% | 58 |
|