HWMO
Heritage Wealth Management (Ohio)’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
93,588
-4,212
| -4% | -$122K | 0.88% | 20 |
|
|
2025
Q1 | $2.77M | Sell |
97,800
-3,315
| -3% | -$93.7K | 0.94% | 18 |
|
|
2024
Q4 | $2.3M | Buy |
101,115
+26
| +0% | +$592 | 0.77% | 30 |
|
|
2024
Q3 | $2.22M | Buy |
101,089
+1,392
| +1% | +$30.6K | 0.73% | 30 |
|
|
2024
Q2 | $1.87M | Buy |
+99,697
| New | +$1.87M | 0.63% | 37 |
|