SS&H Financial Advisors’s AT&T T Stock Holding History

SS&H Financial Advisors’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.35M	Buy	134,906 +500	+0.4%	+$12.7K	0.98%	28
2025 Q3	$3.8M	Sell	134,406 -100	-0.1%	-$2.84K	1.15%	20
2025 Q2	$3.89M	Buy	134,506 +2,926	+2%	+$80.6K	1.3%	18
2025 Q1	$3.72M	Sell	131,580 -1,200	-0.9%	-$30.2K	1.39%	18
2024 Q4	$3.02M	Sell	132,780 -1,000	-0.7%	-$22.5K	1.1%	22
2024 Q3	$2.94M	Sell	133,780 -904	-0.7%	-$18K	1.07%	21
2024 Q2	$2.57M	Sell	134,684 -5,400	-4%	-$93.9K	1%	26
2024 Q1	$2.46M	Sell	140,084 -5,030	-3%	-$85.9K	1.03%	28
2023 Q4	$2.44M	Buy	145,114 +8,505	+6%	+$134K	1.03%	28
2023 Q3	$2.05M	Buy	+136,609	New	+$2M	0.96%	27
2023 Q1	$1.82M	Buy	94,614 +50	+0.1%	+$956	0.83%	35
2022 Q4	$1.74M	Sell	94,564 -610	-0.6%	-$10.9K	0.83%	35
2022 Q3	$1.46M	Sell	95,174 -150	-0.2%	-$2.73K	0.75%	36
2022 Q2	$2M	Sell	95,324 -34,460	-27%	-$687K	0.92%	31
2022 Q1	$2.32M	Buy	+129,784	New	+$2.4M	0.91%	35

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return