Pasadena Private Wealth’s AT&T T Stock Holding History

Pasadena Private Wealth’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
2026 Q1	$3.6K	Hold	4,000	–	–	﹤0.01%	269
2025 Q4	$5.94K	Buy	4,000 +2,000	+100%	+$50.6K	﹤0.01%	259
2025 Q3	$2K	Buy	+2,000	New	+$56.8K	﹤0.01%	217
2022 Q2	–	Sell	-13,240	Closed	-$2K	–	116
2022 Q1	$2K	Buy	13,240 +3,310	+33%	+$61.2K	﹤0.01%	100
2021 Q4	$10K	Sell	9,930 -5,958	-38%	-$111K	﹤0.01%	114
2021 Q3	$18K	Buy	15,888 +3,972	+33%	+$83.4K	0.01%	93
2021 Q2	$15K	Sell	11,916 -6,620	-36%	-$151K	0.01%	88
2021 Q1	$7K	Hold	18,536	–	–	﹤0.01%	86
2020 Q4	$13K	Sell	18,536 -2,648	-13%	-$57.1K	﹤0.01%	77
2020 Q3	$13K	Buy	21,184 +3,972	+23%	+$88.8K	0.01%	73
2020 Q2	$13K	Buy	17,212 +15,888	+1,200%	+$362K	﹤0.01%	71
2020 Q1	$9K	Sell	1,324 -5,296	-80%	-$145K	﹤0.01%	72
2019 Q4	$2K	Buy	+6,620	New	+$191K	﹤0.01%	65

Other funds holding T

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Newport Trust Company

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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