Fee-Only Financial Planning’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $717K | Sell |
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|
2025
Q2 | $737K | Hold |
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|
2025
Q1 | $720K | Hold |
|
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|
2024
Q4 | $580K | Hold |
|
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|
2024
Q3 | $560K | Sell |
|
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|
2024
Q2 | $489K | Hold |
|
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|
2024
Q1 | $450K | Hold |
|
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|
2023
Q4 | $429K | Hold |
|
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $408K | Hold |
|
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|
2023
Q1 | $492K | Hold |
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|
2022
Q4 | $471K | Buy |
|