Landmark Financial Advisors’s AT&T T Stock Holding History

Landmark Financial Advisors’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
2023 Q4	$200K	Buy	11,919 +365	+3%	+$5.76K	0.07%	91
2023 Q3	$174K	Buy	11,554 +830	+8%	+$12.2K	0.07%	89
2023 Q2	$171K	Buy	+10,724	New	+$183K	0.07%	89
2021 Q4	–	Sell	-10,290	Closed	-$235K	–	87
2021 Q3	$235K	Buy	10,290 +22	+0.2%	+$462	0.13%	64
2021 Q2	$223K	Sell	10,268 -22	-0.2%	-$500	0.11%	69
2021 Q1	$235K	Sell	10,290 -596	-5%	-$13.2K	0.13%	64
2020 Q4	$237K	Sell	10,886 -1,595	-13%	-$34.4K	0.13%	63
2020 Q3	$270K	Sell	12,481 -98	-0.8%	-$2.19K	0.17%	56
2020 Q2	$290K	Sell	12,579 -719	-5%	-$16.4K	0.19%	55
2020 Q1	$313K	Hold	13,298	–	–	0.21%	50
2019 Q4	$388K	Sell	13,298 -25	-0.2%	-$722	0.23%	45
2019 Q3	$380K	Hold	13,323	–	–	0.24%	39
2019 Q2	$337K	Hold	13,323	–	–	0.21%	43
2019 Q1	$315K	Hold	13,323	–	–	0.21%	44
2018 Q4	$287K	Sell	13,323 -2,565	-16%	-$59.7K	0.19%	46
2018 Q3	$402K	Buy	+15,888	New	+$389K	0.24%	42
2015 Q2	–	Sell	-8,417	Closed	-$208K	–	54
2015 Q1	$208K	Sell	8,417 -1,757	-17%	-$44.7K	0.22%	46
2014 Q4	$262K	Buy	+10,174	New	+$264K	0.27%	41

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

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

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return