Melfa Wealth Management’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
$260K Buy
8,985
+6
+0.1% +$174 0.16% 142
2025
Q1
$254K Sell
8,979
-1,358
-13% -$38.4K 0.17% 140
2024
Q4
$235K Buy
10,337
+173
+2% +$3.94K 0.16% 149
2024
Q3
$224K Sell
10,164
-99
-1% -$2.18K 0.15% 157
2024
Q2
$196K Buy
+10,263
New +$196K 0.14% 160
2023
Q3
Sell
-11,090
Closed -$177K 140
2023
Q2
$177K Buy
11,090
+3
+0% +$48 0.18% 111
2023
Q1
$213K Buy
+11,087
New +$213K 0.21% 104