Private Client Services’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 | $444K | Buy |
15,350
+6,432
| +72% | +$186K | 0.17% | 118 |
|
|
2025
Q1 | $252K | Buy |
8,918
+14
| +0.2% | +$396 | 0.12% | 155 |
|
|
2024
Q4 | $203K | Sell |
8,904
-310
| -3% | -$7.06K | 0.11% | 181 |
|
|
2024
Q3 | $203K | Buy |
+9,214
| New | +$203K | 0.11% | 167 |
|
|
2024
Q2 | – | Sell |
-11,703
| Closed | -$206K | – | 149 |
|
|
2024
Q1 | $206K | Buy |
+11,703
| New | +$206K | 0.14% | 125 |
|