Triad Wealth Partners’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 | $615K | Buy |
21,261
+985
| +5% | +$28.5K | 0.12% | 129 |
|
|
2025
Q1 | $573K | Buy |
20,276
+904
| +5% | +$25.6K | 0.18% | 94 |
|
|
2024
Q4 | $441K | Buy |
19,372
+8,887
| +85% | +$202K | 0.16% | 100 |
|
|
2024
Q3 | $231K | Sell |
10,485
-1,209
| -10% | -$26.6K | 0.12% | 47 |
|
|
2024
Q2 | $223K | Buy |
+11,694
| New | +$223K | 0.12% | 87 |
|