Marshall & Sterling Wealth Advisors’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
$51.3K Buy
1,775
+10
+0.6% +$289 0.03% 155
2025
Q1
$49.9K Sell
1,765
-801
-31% -$22.7K 0.03% 154
2024
Q4
$58.4K Buy
+2,566
New +$58.4K 0.04% 118