Smallwood Wealth Investment Management’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
Q3
$487K Hold
2025
Q2
$499K Sell
2025
Q1
$575K Sell
2024
Q4
$646K Sell
2024
Q3
$624K Sell
2024
Q2
$568K Sell
2024
Q1
$563K Sell
2023
Q4
$542K Sell
2023
Q3
$499K Buy
2023
Q2
$487K Buy
2023
Q1
$588K Sell
2022
Q4
$634K Sell
2022
Q3
$540K Sell
2022
Q2
$751K Sell
2022
Q1
$757K Buy
2021
Q4
$770K Buy