Balanced Rock Investment Advisors LLC T Holdings History
Balanced Rock Investment Advisors LLC's AT&T Inc Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 8,488.00 shares of AT&T Inc(T), totaling $240,040.00. This investment constitutes 0.19% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 0% of the outstanding AT&T Inc(T) stock.
The initial trade took place in 2023Q4. And since then Balanced Rock Investment Advisors LLC has made 1 purchases of T, at an average price of $18.37, for a total of 30,843.00 shares. In addition, there have been 1 sales at an average price of $17.08 for 22,355.00 shares. Based on historical transaction data and T's current price of $28.28, Balanced Rock Investment Advisors LLC's estimated gain on his T holdings is $55,405.39, reflecting a 9.78% gain to date.
Balanced Rock Investment Advisors LLC T ($28.28) Holding Chart
Balanced Rock Investment Advisors LLC T ($28.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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