A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in At&T Inc. stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 15,665 shares of T stock, worth $355,282. This represents 0.32% of its overall portfolio holdings.

Number of Shares
15,665
Previous 16,760 6.53%
Holding current value
$355,282
Previous $320,000 7.5%
% of portfolio
0.32%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$18.21 - $22.28 $19,939 - $24,396
-1,095 Reduced 6.53%
15,665 $344,000
Q2 2024

Aug 09, 2024

SELL
$16.09 - $19.11 $15,542 - $18,460
-966 Reduced 5.45%
16,760 $320,000
Q1 2024

Apr 26, 2024

SELL
$16.23 - $18.04 $10,728 - $11,924
-661 Reduced 3.59%
17,726 $311,000
Q4 2023

Jan 31, 2024

SELL
$14.32 - $17.22 $7,059 - $8,489
-493 Reduced 2.61%
18,387 $308,000
Q3 2023

Nov 06, 2023

BUY
$13.45 - $16.12 $6,482 - $7,769
482 Added 2.62%
18,880 $283,000
Q2 2023

Aug 07, 2023

BUY
$15.15 - $19.96 $278,729 - $367,224
18,398 New
18,398 $293,000

Others Institutions Holding T

About AT&T INC.


  • Ticker T
  • Exchange NYSE
  • Sector Communication Services
  • Industry Telecom Services
  • Shares Outstandng 7,126,000,128
  • Market Cap $162B
  • Description
  • AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying cases and hands-free devices through its own company-owned stores, agents, and third-party retail...
More about T
Track This Portfolio

Track Kellett Schaffner Wealth Advisors LLC Portfolio

Follow Kellett Schaffner Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kellett Schaffner Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kellett Schaffner Wealth Advisors LLC with notifications on news.