Palumbo 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
$358K Buy
12,382
+136
+1% +$3.94K 0.11% 129
2025
Q1
$346K Buy
12,246
+1,675
+16% +$47.4K 0.12% 123
2024
Q4
$241K Buy
10,571
+107
+1% +$2.44K 0.09% 141
2024
Q3
$230K Buy
10,464
+103
+1% +$2.27K 0.09% 130
2024
Q2
$198K Buy
10,361
+155
+2% +$2.96K 0.08% 130
2024
Q1
$180K Buy
10,206
+116
+1% +$2.04K 0.08% 121
2023
Q4
$169K Buy
+10,090
New +$169K 0.09% 118
2022
Q3
Sell
-9,574
Closed -$201K 81
2022
Q2
$201K Buy
+9,574
New +$201K 0.16% 78
2021
Q2
Sell
-27,300
Closed -$624K 104
2021
Q1
$624K Buy
27,300
+1,481
+6% +$33.9K 0.47% 59
2020
Q4
$561K Buy
+25,819
New +$561K 0.45% 55