Schneider Downs Wealth Management Advisors’s AT&T T Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,641	Closed	-$273K	–	153
2025 Q1	$273K	Buy	9,641 +29	+0.3%	+$729	0.05%	119
2024 Q4	$219K	Hold	9,612	–	–	0.04%	129
2024 Q3	$211K	Buy	+9,612	New	+$191K	0.04%	134
2024 Q2	–	Sell	-10,812	Closed	-$190K	–	138
2024 Q1	$190K	Buy	10,812 +380	+4%	+$6.49K	0.04%	132
2023 Q4	$175K	Buy	+10,432	New	+$165K	0.05%	116
2019 Q3	–	Sell	-13,240	Closed	-$335K	–	75
2019 Q2	$335K	Hold	13,240	–	–	0.12%	47
2019 Q1	$314K	Hold	13,240	–	–	0.12%	46
2018 Q4	$285K	Sell	13,240 -2,354	-15%	-$54.8K	0.12%	43
2018 Q3	$396K	Buy	15,594 +253	+2%	+$6.2K	0.25%	33
2018 Q2	$372K	Buy	15,341 +1,721	+13%	+$43.2K	0.25%	31
2018 Q1	$367K	Hold	13,620	–	–	0.21%	32
2017 Q4	$400K	Hold	13,620	–	–	0.23%	27
2017 Q3	$403K	Sell	13,620 -2,294	-14%	-$65.1K	0.26%	25
2017 Q2	$454K	Buy	15,914 +1,337	+9%	+$39.4K	0.3%	22
2017 Q1	$457K	Buy	14,577 +794	+6%	+$25K	0.31%	25
2016 Q4	$443K	Sell	13,783 -1,034	-7%	-$30.5K	0.3%	22
2016 Q3	$454K	Buy	14,817 +1,034	+8%	+$32.7K	0.29%	20
2016 Q2	$450K	Sell	13,783 -551	-4%	-$16.4K	0.3%	19
2016 Q1	$424K	Buy	14,334 +551	+4%	+$15.3K	0.3%	16
2015 Q4	$358K	Buy	+13,783	New	+$350K	0.41%	19