Heritage Wealth Partners’s AT&T T Stock Holding History

Heritage Wealth Partners’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 Q1	$250K	Sell
2024 Q4	$276K	Buy
2024 Q3	$265K	Buy
2024 Q2	$230K	Sell
2024 Q1	$252K	Hold
2023 Q4	$252K	Buy
2023 Q3	$201K	Sell
2023 Q2	$239K	Buy
2023 Q1	–	Sell
2022 Q4	$284K	Buy