PDS Planning’s AT&T T Stock Holding History

PDS Planning’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Buy	39,309 +2,627	+7%	+$76K	0.08%	111
2025 Q1	$1.04M	Buy	36,682 +3,632	+11%	+$103K	0.09%	101
2024 Q4	$753K	Buy	33,050 +1,470	+5%	+$33.5K	0.07%	126
2024 Q3	$695K	Buy	31,580 +398	+1%	+$8.76K	0.06%	138
2024 Q2	$596K	Buy	31,182 +1,118	+4%	+$21.4K	0.06%	141
2024 Q1	$529K	Buy	30,064 +2,620	+10%	+$46.1K	0.06%	153
2023 Q4	$461K	Buy	27,444 +1,271	+5%	+$21.3K	0.05%	161
2023 Q3	$393K	Buy	26,173 +2,104	+9%	+$31.6K	0.05%	165
2023 Q2	$384K	Sell	24,069 -8,097	-25%	-$129K	0.05%	171
2023 Q1	$619K	Buy	32,166 +8,891	+38%	+$171K	0.09%	101
2022 Q4	$428K	Buy	23,275 +2,234	+11%	+$41.1K	0.07%	110
2022 Q3	$323K	Sell	21,041 -4,888	-19%	-$75K	0.06%	126
2022 Q2	$543K	Buy	25,929 +1,894	+8%	+$39.7K	0.1%	88
2022 Q1	$429K	Buy	24,035 +6,859	+40%	+$122K	0.08%	106
2021 Q4	$319K	Sell	17,176 -8,327	-33%	-$155K	0.06%	130
2021 Q3	$520K	Buy	25,503 +236	+0.9%	+$4.81K	0.12%	85
2021 Q2	$549K	Sell	25,267 -139	-0.5%	-$3.02K	0.13%	81
2021 Q1	$581K	Buy	25,406 +6,630	+35%	+$152K	0.17%	69
2020 Q4	$408K	Sell	18,776 -451	-2%	-$9.8K	0.14%	82
2020 Q3	$414K	Sell	19,227 -2,280	-11%	-$49.1K	0.17%	75
2020 Q2	$491K	Buy	21,507 +5,289	+33%	+$121K	0.22%	64
2020 Q1	$357K	Buy	16,218 +506	+3%	+$11.1K	0.23%	60
2019 Q4	$464K	Sell	15,712 -169	-1%	-$4.99K	0.29%	53
2019 Q3	$454K	Buy	15,881 +550	+4%	+$15.7K	0.32%	51
2019 Q2	$388K	Buy	15,331 +330	+2%	+$8.35K	0.29%	54
2019 Q1	$355K	Sell	15,001 -879	-6%	-$20.8K	0.28%	57
2018 Q4	$342K	Sell	15,880 -1,501	-9%	-$32.3K	0.29%	53
2018 Q3	$441K	Sell	17,381 -290	-2%	-$7.36K	0.38%	45
2018 Q2	$429K	Sell	17,671 -633	-3%	-$15.4K	0.42%	42
2018 Q1	$493K	Sell	18,304 -2,411	-12%	-$64.9K	0.5%	39
2017 Q4	$608K	Buy	+20,715	New	+$608K	0.62%	37