Legacy Wealth Management (Tennessee)’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
$530K Sell
18,325
-924
-5% -$26.7K 0.03% 24
2025
Q1
$544K Sell
19,249
-2,076
-10% -$58.7K 0.04% 25
2024
Q4
$486K Sell
21,325
-72,043
-77% -$1.64M 0.03% 28
2024
Q3
$2.05M Buy
93,368
+4,010
+4% +$88.2K 0.13% 18
2024
Q2
$1.71M Sell
89,358
-2,812
-3% -$53.7K 0.12% 17
2024
Q1
$1.62M Buy
+92,170
New +$1.62M 0.12% 17