Quotient Wealth Partners’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
$1.41M Buy
48,579
+2,754
+6% +$79.7K 0.04% 99
2025
Q1
$1.3M Buy
45,825
+1,387
+3% +$39.2K 0.04% 97
2024
Q4
$1.01M Buy
44,438
+1,289
+3% +$29.4K 0.03% 99
2024
Q3
$949K Sell
43,149
-12,991
-23% -$286K 0.03% 115
2024
Q2
$1.07M Buy
56,140
+13,101
+30% +$250K 0.04% 102
2024
Q1
$757K Buy
43,039
+3,294
+8% +$58K 0.03% 132
2023
Q4
$667K Buy
+39,745
New +$667K 0.03% 151