Sard Wealth Management Group’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 | $507K | Buy |
17,508
+1,146
| +7% | +$33.2K | 0.31% | 30 |
|
|
2025
Q1 | $463K | Buy |
16,362
+119
| +0.7% | +$3.37K | 0.31% | 26 |
|
|
2024
Q4 | $370K | Sell |
16,243
-83
| -0.5% | -$1.89K | 0.25% | 30 |
|
|
2024
Q3 | $359K | Sell |
16,326
-3,559
| -18% | -$78.3K | 0.24% | 31 |
|
|
2024
Q2 | $380K | Sell |
19,885
-2,772
| -12% | -$53K | 0.27% | 29 |
|
|
2024
Q1 | $399K | Sell |
22,657
-1,362
| -6% | -$24K | 0.36% | 28 |
|
|
2023
Q4 | $403K | Buy |
+24,019
| New | +$403K | 0.41% | 26 |
|