Litman Gregory Wealth Management’s AT&T T Stock Holding History

Litman Gregory 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
2025 Q4	$501K	Hold	20,160	–	–	0.04%	99
2025 Q3	$569K	Sell	20,160 -250	-1%	-$7.1K	0.04%	92
2025 Q2	$591K	Buy	20,410 +7,660	+60%	+$211K	0.05%	85
2025 Q1	$361K	Sell	12,750 -9,500	-43%	-$239K	0.03%	107
2024 Q4	$507K	Sell	22,250 -7,500	-25%	-$169K	0.04%	81
2024 Q3	$655K	Sell	29,750 -19,750	-40%	-$393K	0.05%	79
2024 Q2	$946K	Sell	49,500 -8,625	-15%	-$150K	0.08%	72
2024 Q1	$1.02M	Sell	58,125 -2,500	-4%	-$42.7K	0.09%	72
2023 Q4	$1.02M	Sell	60,625 -8,903	-13%	-$141K	0.1%	70
2023 Q3	$1.04M	Buy	+69,528	New	+$1.02M	0.11%	67
2021 Q2	–	Sell	-789	Closed	-$18K	–	175
2021 Q1	$18K	Buy	789 +568	+257%	+$12.6K	﹤0.01%	138
2020 Q4	$5K	Sell	221 -4,258	-95%	-$91.8K	﹤0.01%	167
2020 Q3	$96K	Buy	4,479 +530	+13%	+$11.8K	0.02%	74
2020 Q2	$90K	Buy	3,949 +3,531	+845%	+$80.4K	0.02%	74
2020 Q1	$9K	Sell	418 -1,138	-73%	-$31.1K	﹤0.01%	127
2019 Q4	$46K	Buy	1,556 +1,083	+229%	+$31.3K	0.01%	97
2019 Q3	$14K	Sell	473 -472	-50%	-$12.5K	﹤0.01%	129
2019 Q2	$24K	Buy	+945	New	+$22.7K	0.01%	130
2019 Q1	–	Sell	-185	Closed	-$4K	–	148
2018 Q4	$4K	Buy	+185	New	+$4.31K	﹤0.01%	137

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return