Mezzasalma Advisors’s AT&T T Stock Holding History

Mezzasalma 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
2024 Q4	–	Sell	-10,774	Closed	-$237K	–	151
2024 Q3	$237K	Hold	10,774	–	–	0.09%	78
2024 Q2	$206K	Sell	10,774 -649	-6%	-$11.3K	0.09%	76
2024 Q1	$201K	Sell	11,423 -9,111	-44%	-$156K	0.1%	100
2023 Q4	$345K	Buy	20,534 +294	+1%	+$4.64K	0.19%	63
2023 Q3	$304K	Sell	20,240 -8,075	-29%	-$118K	0.19%	65
2023 Q2	$452K	Buy	28,315 +7,065	+33%	+$120K	0.27%	51
2023 Q1	$409K	Buy	21,250 +3,929	+23%	+$75.1K	0.29%	49
2022 Q4	$319K	Buy	17,321 +249	+1%	+$4.46K	0.28%	61
2022 Q3	$262K	Sell	17,072 -260	-2%	-$4.73K	0.21%	64
2022 Q2	$363K	Sell	17,332 -5,572	-24%	-$111K	0.31%	54
2022 Q1	$409K	Buy	22,904 +10,857	+90%	+$201K	0.25%	50
2021 Q4	$224K	Sell	12,047 -2,370	-16%	-$44.3K	0.12%	90
2021 Q3	$294K	Hold	14,417	–	–	0.17%	72
2021 Q2	$313K	Hold	14,417	–	–	0.17%	72
2021 Q1	$330K	Buy	14,417 +201	+1%	+$4.44K	0.21%	62
2020 Q4	$309K	Buy	+14,216	New	+$307K	0.2%	67

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mezzasalma Advisors's T Position: Q4 2024 in Review

Mezzasalma Advisors sold out of AT&T (T) in Q4 2024, closing a stake of 10,774 shares — an estimated $237K sold.

Mezzasalma Advisors first reported a position in T in Q4 2020 and held it in 16 quarters. The position peaked at $452K in Q2 2023. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

Mezzasalma Advisors reported no remaining AT&T position as of Q4 2024 after selling out during the quarter.
Mezzasalma Advisors sold 10,774 AT&T shares in Q4 2024, an estimated $237K.
Mezzasalma Advisors first reported a position in AT&T in Q4 2020 and held it in 16 quarters.
Mezzasalma Advisors's AT&T position peaked at $452K in Q2 2023.
2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

Based on Mezzasalma Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.