Pinnacle Wealth Planning Services’s AT&T T Stock Holding History

Pinnacle Wealth Planning Services’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	$1.42M	Buy	49,053 +7,362	+18%	+$213K	0.19%	70
2025 Q1	$1.18M	Buy	41,691 +4,703	+13%	+$133K	0.18%	70
2024 Q4	$842K	Sell	36,988 -3,020	-8%	-$68.8K	0.13%	95
2024 Q3	$880K	Buy	40,008 +345	+0.9%	+$7.59K	0.12%	107
2024 Q2	$758K	Sell	39,663 -418	-1%	-$7.99K	0.11%	120
2024 Q1	$705K	Sell	40,081 -7,186	-15%	-$126K	0.1%	129
2023 Q4	$793K	Buy	47,267 +8,712	+23%	+$146K	0.12%	111
2023 Q3	$579K	Buy	38,555 +3,633	+10%	+$54.6K	0.1%	139
2023 Q2	$557K	Sell	34,922 -20,480	-37%	-$327K	0.09%	150
2023 Q1	$1.07M	Buy	55,402 +3,089	+6%	+$59.5K	0.18%	91
2022 Q4	$963K	Buy	52,313 +26,766	+105%	+$493K	0.17%	85
2022 Q3	$392K	Sell	25,547 -19,179	-43%	-$294K	0.07%	181
2022 Q2	$937K	Sell	44,726 -19,619	-30%	-$411K	0.17%	92
2022 Q1	$1.15M	Buy	64,345 +29,289	+84%	+$523K	0.21%	78
2021 Q4	$651K	Sell	35,056 -1,947	-5%	-$36.2K	0.13%	117
2021 Q3	$755K	Sell	37,003 -106,299	-74%	-$2.17M	0.17%	92
2021 Q2	$3.12M	Buy	143,302 +850	+0.6%	+$18.5K	0.72%	24
2021 Q1	$3.26M	Buy	142,452 +11,549	+9%	+$264K	0.84%	21
2020 Q4	$2.84M	Buy	130,903 +86,511	+195%	+$1.88M	0.68%	21
2020 Q3	$956K	Sell	44,392 -1,049	-2%	-$22.6K	0.32%	59
2020 Q2	$1.04M	Sell	45,441 -4,953	-10%	-$113K	0.34%	57
2020 Q1	$1.11M	Buy	50,394 +7,328	+17%	+$161K	0.53%	38
2019 Q4	$1.27M	Buy	43,066 +1,247	+3%	+$36.8K	0.6%	30
2019 Q3	$1.2M	Buy	41,819 +11,886	+40%	+$340K	0.65%	27
2019 Q2	$757K	Buy	29,933 +1,839	+7%	+$46.5K	0.46%	40
2019 Q1	$666K	Buy	28,094 +3,257	+13%	+$77.2K	0.45%	40
2018 Q4	$535K	Sell	24,837 -13,752	-36%	-$296K	0.34%	60
2018 Q3	$979K	Buy	38,589 +672	+2%	+$17K	0.9%	27
2018 Q2	$920K	Buy	37,917 +834	+2%	+$20.2K	0.89%	27
2018 Q1	$998K	Buy	37,083 +10,214	+38%	+$275K	1.03%	22
2017 Q4	$789K	Buy	+26,869	New	+$789K	1.61%	15