Gries Financial’s AT&T T Stock Holding History

Gries Financial’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	$431K	Sell	15,277 -100	-0.7%	-$2.84K	0.07%	194
2025 Q2	$445K	Sell	15,377 -77	-0.5%	-$2.12K	0.08%	182
2025 Q1	$437K	Buy	15,454 +180	+1%	+$4.53K	0.08%	178
2024 Q4	$348K	Buy	15,274 +112	+0.7%	+$2.52K	0.06%	194
2024 Q3	$334K	Buy	15,162 +1,008	+7%	+$20.1K	0.06%	192
2024 Q2	$270K	Sell	14,154 -18,242	-56%	-$317K	0.06%	201
2024 Q1	$570K	Sell	32,396 -82	-0.3%	-$1.4K	0.1%	159
2023 Q4	$545K	Sell	32,478 -2,678	-8%	-$42.3K	0.12%	121
2023 Q3	$528K	Buy	35,156 +7,917	+29%	+$116K	0.14%	115
2023 Q2	$434K	Buy	27,239 +8,567	+46%	+$146K	0.12%	123
2023 Q1	$359K	Buy	+18,672	New	+$357K	0.11%	132
2021 Q4	–	Sell	-268,118	Closed	-$5.47M	–	172
2021 Q3	$5.47M	Sell	268,118 -115	-0%	-$2.42K	1.72%	7
2021 Q2	$5.64M	Sell	268,233 -791	-0.3%	-$18K	1.81%	8
2021 Q1	$6.54M	Buy	+269,024	New	+$5.95M	2.09%	7

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return