Philip James Wealth Mangement’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
$569K Buy
19,645
+616
+3% +$17.8K 0.07% 102
2025
Q1
$538K Buy
19,029
+8,942
+89% +$253K 0.07% 107
2024
Q4
$230K Sell
10,087
-2,720
-21% -$61.9K 0.03% 157
2024
Q3
$282K Buy
+12,807
New +$282K 0.03% 132