Phillips Wealth Planners’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 | $221K | Sell |
7,816
-1,236
| -14% | -$35K | 0.2% | 172 |
|
|
2025
Q1 | $243K | Sell |
9,052
-1,439
| -14% | -$38.6K | 0.26% | 144 |
|
|
2024
Q4 | $228K | Buy |
10,491
+265
| +3% | +$5.75K | 0.23% | 157 |
|
|
2024
Q3 | $222K | Sell |
10,226
-1,266
| -11% | -$27.5K | 0.21% | 172 |
|
|
2024
Q2 | $215K | Sell |
11,492
-1,474
| -11% | -$27.6K | 0.23% | 164 |
|
|
2024
Q1 | $209K | Buy |
12,966
+2,760
| +27% | +$44.4K | 0.24% | 166 |
|
|
2023
Q4 | $167K | Sell |
10,206
-2,856
| -22% | -$46.8K | 0.2% | 153 |
|
|
2023
Q3 | $199K | Sell |
13,062
-2,476
| -16% | -$37.8K | 0.27% | 141 |
|
|
2023
Q2 | $248K | Buy |
15,538
+354
| +2% | +$5.65K | 0.33% | 114 |
|
|
2023
Q1 | $266K | Buy |
+15,184
| New | +$266K | 0.35% | 108 |
|