Holistic Planning’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	$245K	Buy	8,468 +729	+9%	+$21.1K	0.07%	193
2025 Q1	$219K	Buy	+7,739	New	+$219K	0.07%	177