Kolinsky Wealth Management’s AT&T T Stock Holding History

Kolinsky Wealth Management’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
2024 Q4	$402K	Buy	17,652 +2,546	+17%	+$57.3K	0.25%	88
2024 Q3	$332K	Buy	15,106 +325	+2%	+$6.47K	0.22%	105
2024 Q2	$282K	Buy	14,781 +945	+7%	+$16.4K	0.2%	116
2024 Q1	$244K	Buy	13,836 +747	+6%	+$12.8K	0.19%	125
2023 Q4	$220K	Buy	13,089 +1,629	+14%	+$25.7K	0.19%	123
2023 Q3	$172K	Sell	11,460 -1,346	-11%	-$19.7K	0.17%	127
2023 Q2	$205K	Buy	12,806 +114	+0.9%	+$1.94K	0.19%	132
2023 Q1	$244K	Sell	12,692 -1,318	-9%	-$25.2K	0.26%	103
2022 Q4	$258K	Buy	14,010 +906	+7%	+$16.2K	0.29%	93
2022 Q3	$201K	Sell	13,104 -1,449	-10%	-$26.4K	0.25%	108
2022 Q2	$305K	Sell	14,553 -2,606	-15%	-$52K	0.36%	67
2022 Q1	$306K	Buy	17,159 +4,022	+31%	+$74.4K	0.3%	79
2021 Q4	$244K	Buy	+13,137	New	+$246K	0.23%	118

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM