Sard Wealth Management Group’s AT&T T Stock Holding History

Sard Wealth Management Group’s Portfolio T Stock Details T Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$460K	Sell
2025 Q2	$507K	Buy
2025 Q1	$463K	Buy
2024 Q4	$370K	Sell
2024 Q3	$359K	Sell
2024 Q2	$380K	Sell
2024 Q1	$399K	Sell
2023 Q4	$403K	Buy