Morningstar Investment 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 | $916K | Sell |
31,650
-5,482
| -15% | -$159K | 0.08% | 73 |
|
|
2025
Q1 | $1.05M | Sell |
37,132
-1,991
| -5% | -$56.3K | 0.09% | 52 |
|
|
2024
Q4 | $891K | Hold |
39,123
| – | – | 0.07% | 81 |
|
|
2024
Q3 | $832K | Buy |
39,123
+10,730
| +38% | +$228K | 0.08% | 105 |
|
|
2024
Q2 | $543K | Hold |
28,393
| – | – | 0.06% | 118 |
|
|
2024
Q1 | $500K | Hold |
28,393
| – | – | 0.05% | 124 |
|
|
2023
Q4 | $476K | Sell |
28,393
-692
| -2% | -$11.6K | 0.05% | 128 |
|
|
2023
Q3 | $437K | Hold |
29,085
| – | – | 0.06% | 105 |
|
|
2023
Q2 | $464K | Buy |
+29,085
| New | +$464K | 0.06% | 105 |
|