Modern 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
$2.55M Buy
88,043
+4,360
+5% +$126K 0.06% 240
2025
Q1
$2.37M Buy
83,683
+9,316
+13% +$263K 0.08% 194
2024
Q4
$1.69M Buy
74,367
+7,846
+12% +$179K 0.06% 199
2024
Q3
$1.46M Buy
66,521
+9,059
+16% +$199K 0.09% 139
2024
Q2
$1.1M Buy
57,462
+21,427
+59% +$409K 0.08% 133
2024
Q1
$634K Buy
36,035
+6,886
+24% +$121K 0.06% 148
2023
Q4
$489K Buy
+29,149
New +$489K 0.06% 93