Heritage Wealth Management (Texas)’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	$217K	Hold	7,496	–	–	0.11%	32
2025 Q1	$212K	Buy	+7,496	New	+$212K	0.12%	34