Carson Advisory Inc. T Holdings History

Number of Shares
84,894.00
Current Holdings Value*
$2.40 Mil
% of Portfolio
1.62%
Total Estimate Gain
$-58,945.13
% of Total Estimate Gain
-1.42%

Carson Advisory Inc.'s AT&T Inc Holding Summary

As of 2025-03-31, Carson Advisory Inc. held 84,894.00 shares of AT&T Inc(T), totaling $2.40 Mil. This investment constitutes 1.62% of their stock portfolio, and Carson Advisory Inc. now holds 0% of the outstanding AT&T Inc(T) stock.

The initial trade took place in 2021Q4. And since then Carson Advisory Inc. has made 4 purchases of T, at an average price of $23.77, for a total of 174,815.00 shares. In addition, there have been 9 sales at an average price of $20.22 for 89,921.00 shares. Based on historical transaction data and T's current price of $26.83, Carson Advisory Inc.'s estimated gain on his T holdings is $-58,945.13, reflecting a -1.42% gain to date.

Carson Advisory Inc. T ($26.83) Holding Chart

Carson Advisory Inc. T ($26.83) 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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