Spartan Planning & 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 | $420K | Buy |
14,500
+3,692
| +34% | +$107K | 0.36% | 47 |
|
|
2025
Q1 | $306K | Sell |
10,808
-1,661
| -13% | -$47K | 0.3% | 52 |
|
|
2024
Q4 | $284K | Buy |
+12,469
| New | +$284K | 0.26% | 58 |
|
|
2023
Q4 | $96.2K | Buy |
+5,734
| New | +$96.2K | 0.1% | 96 |
|
|
2022
Q4 | $39.8K | Buy |
+2,163
| New | +$39.8K | 0.05% | 106 |
|
|
2022
Q3 | – | Sell |
-5,167
| Closed | -$108K | – | 114 |
|
|
2022
Q2 | $108K | Buy |
+5,167
| New | +$108K | 0.14% | 50 |
|