SMART Wealth’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	$1.2M	Buy	+41,615	New	+$1.2M	0.38%	79
2024 Q3	–	Sell	-13,773	Closed	-$263K	–	158
2024 Q2	$263K	Buy	+13,773	New	+$263K	0.11%	106