Well Done LLC’s AT&T T Stock Holding History

Well Done LLC’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
2022 Q3	–	Sell	-10,396	Closed	-$218K	–	178
2022 Q2	$218K	Buy	+10,396	New	+$207K	0.05%	158
2021 Q1	–	Sell	-14,759	Closed	-$321K	–	173
2020 Q4	$321K	Sell	14,759 -809	-5%	-$17.4K	0.08%	113
2020 Q3	$335K	Buy	15,568 +2,418	+18%	+$54K	0.09%	100
2020 Q2	$300K	Hold	13,150	–	–	0.08%	113
2020 Q1	$290K	Buy	13,150 +344	+3%	+$9.4K	0.09%	105
2019 Q4	$378K	Hold	12,806	–	–	0.09%	106
2019 Q3	$366K	Hold	12,806	–	–	0.09%	104
2019 Q2	$324K	Buy	12,806 +115	+0.9%	+$2.76K	0.08%	110
2019 Q1	$301K	Sell	12,691 -111	-0.9%	-$2.55K	0.07%	116
2018 Q4	$276K	Sell	12,802 -237	-2%	-$5.52K	0.08%	113
2018 Q3	$331K	Hold	13,039	–	–	0.09%	103
2018 Q2	$316K	Hold	13,039	–	–	0.09%	102
2018 Q1	$351K	Hold	13,039	–	–	0.11%	83
2017 Q4	$383K	Buy	13,039 +2,039	+19%	+$55.7K	0.12%	86
2017 Q3	$325K	Buy	11,000 +781	+8%	+$22.2K	0.1%	103
2017 Q2	$291K	Sell	10,219 -496	-5%	-$14.6K	0.1%	86
2017 Q1	$336K	Buy	10,715 +4,202	+65%	+$132K	0.12%	76
2016 Q4	$209K	Buy	+6,513	New	+$192K	0.08%	89

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return