Morton Brown Family Wealth’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
$7.57K Buy
262
+1
+0.4% +$29 ﹤0.01% 211
2025
Q1
$7.38K Sell
261
-100
-28% -$2.83K ﹤0.01% 210
2024
Q4
$8.22K Sell
361
-229
-39% -$5.22K ﹤0.01% 186
2024
Q3
$13K Buy
590
+102
+21% +$2.25K ﹤0.01% 152
2024
Q2
$9.35K Buy
488
+1
+0.2% +$19 ﹤0.01% 160
2024
Q1
$8.58K Sell
487
-2,135
-81% -$37.6K ﹤0.01% 160
2023
Q4
$44K Buy
2,622
+2,241
+588% +$37.6K 0.02% 109
2023
Q3
$5.72K Buy
381
+1
+0.3% +$15 ﹤0.01% 145
2023
Q2
$6.06K Buy
380
+1
+0.3% +$16 ﹤0.01% 138
2023
Q1
$7.29K Buy
379
+1
+0.3% +$19 ﹤0.01% 146
2022
Q4
$6.96K Sell
378
-335
-47% -$6.17K ﹤0.01% 125
2022
Q3
$11K Sell
713
-118
-14% -$1.82K 0.01% 109
2022
Q2
$17K Buy
831
+23
+3% +$471 0.01% 96
2022
Q1
$14K Sell
808
-141
-15% -$2.44K 0.01% 102
2021
Q4
$18K Buy
+949
New +$18K 0.01% 105