PFG Private Wealth Management’s AT&T T Stock Holding History

PFG Private Wealth Management’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
2025 Q2	–	Sell	-100	Closed	-$2.83K	–	229
2025 Q1	$2.83K	Hold	100	–	–	﹤0.01%	214
2024 Q4	$2.28K	Hold	100	–	–	﹤0.01%	194
2024 Q3	$2.2K	Sell	100 -50	-33%	-$995	﹤0.01%	201
2024 Q2	$2.87K	Buy	150 +50	+50%	+$869	﹤0.01%	185
2024 Q1	$1.76K	Hold	100	–	–	﹤0.01%	196
2023 Q4	$1.68K	Sell	100 -1,075	-91%	-$17K	﹤0.01%	200
2023 Q3	$17.6K	Hold	1,175	–	–	0.01%	170
2023 Q2	$18.7K	Hold	1,175	–	–	0.01%	183
2023 Q1	$22.6K	Sell	1,175 -1,571	-57%	-$30K	0.01%	172
2022 Q4	$51K	Buy	2,746 +1,571	+134%	+$28.1K	0.03%	141
2022 Q3	$18K	Hold	1,175	–	–	0.01%	161
2022 Q2	$25K	Sell	1,175 -381	-24%	-$7.6K	0.01%	171
2022 Q1	$28K	Hold	1,556	–	–	0.01%	169
2021 Q4	$29K	Sell	1,556 -311	-17%	-$5.81K	0.02%	171
2021 Q3	$38K	Buy	+1,867	New	+$39.2K	0.02%	154

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PFG Private Wealth Management's T Position: Q2 2025 in Review

PFG Private Wealth Management sold out of AT&T (T) in Q2 2025, closing a stake of 100 shares — an estimated $2.83K sold.

PFG Private Wealth Management first reported a position in T in Q3 2021 and held it in 15 quarters. The position peaked at $51K in Q4 2022. 2,881 funds tracked by Wall St. Rank hold T as of Q2 2025.

PFG Private Wealth Management reported no remaining AT&T position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 100 AT&T shares in Q2 2025, an estimated $2.83K.
PFG Private Wealth Management first reported a position in AT&T in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's AT&T position peaked at $51K in Q4 2022.
2,881 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.