Shira Ridge Wealth Management’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	$295K	Sell	10,187 -524	-5%	-$15.2K	0.13%	65
2025 Q1	$303K	Buy	10,711 +244	+2%	+$6.9K	0.15%	60
2024 Q4	$238K	Buy	+10,467	New	+$238K	0.12%	68