Heritage Wealth Management (Ohio)’s AT&T T Stock Holding History

Heritage Wealth Management (Ohio)’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 Q2	$2.71M	Sell
2025 Q1	$2.77M	Sell
2024 Q4	$2.3M	Buy
2024 Q3	$2.22M	Buy
2024 Q2	$1.87M	Buy