Total Wealth Planning & 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	$1,000K	Sell	34,541 -1,881	-5%	-$54.4K	0.81%	28
2025 Q1	$1.03M	Buy	36,422 +13,584	+59%	+$384K	0.98%	24
2024 Q4	$520K	Buy	+22,838	New	+$520K	0.47%	60