Vertex Planning 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	$372K	Buy	12,867 +4	+0%	+$116	0.08%	130
2025 Q1	$364K	Buy	12,863 +111	+0.9%	+$3.14K	0.08%	126
2024 Q4	$290K	Buy	12,752 +1,729	+16%	+$39.4K	0.06%	148
2024 Q3	$243K	Buy	+11,023	New	+$243K	0.06%	146