RWM
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Rockline Wealth Management’s AT&T T Stock Holding History

Rockline Wealth Management’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 		$349K Hold
12,060
– – 0.08% 75
2025
Q1 		$341K Buy
12,060
+605
+5% +$17.1K 0.09% 75
2024
Q4 		$261K Hold
11,455
– – 0.07% 89
2024
Q3 		$252K Hold
11,455
– – 0.07% 90
2024
Q2 		$219K Buy
+11,455
New +$219K 0.07% 96