Fee-Only Financial 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 | $737K | Hold |
25,477
| – | – | 0.46% | 19 |
|
|
2025
Q1 | $720K | Hold |
25,477
| – | – | 0.49% | 20 |
|
|
2024
Q4 | $580K | Hold |
25,477
| – | – | 0.37% | 22 |
|
|
2024
Q3 | $560K | Sell |
25,477
-100
| -0.4% | -$2.2K | 0.36% | 23 |
|
|
2024
Q2 | $489K | Hold |
25,577
| – | – | 0.33% | 25 |
|
|
2024
Q1 | $450K | Hold |
25,577
| – | – | 0.3% | 25 |
|
|
2023
Q4 | $429K | Hold |
25,577
| – | – | 0.31% | 27 |
|
|
2023
Q3 | $384K | Hold |
25,577
| – | – | 0.31% | 27 |
|
|
2023
Q2 | $408K | Hold |
25,577
| – | – | 0.31% | 28 |
|
|
2023
Q1 | $492K | Hold |
25,577
| – | – | 0.4% | 23 |
|
|
2022
Q4 | $471K | Buy |
+25,577
| New | +$471K | 0.39% | 24 |
|