Kellett Wealth Advisors’s AT&T T Stock Holding History

Kellett Wealth Advisors’s Portfolio T Stock Details T Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$479K	Buy
2024 Q4	$357K	Hold
2024 Q3	$345K	Sell
2024 Q2	$320K	Sell
2024 Q1	$312K	Sell
2023 Q4	$309K	Sell
2023 Q3	$284K	Buy
2023 Q2	$293K	Buy