Number of Shares
275,564.00
Current Holdings Value*
$7.79 Mil
% of Portfolio
2.32%
Total Estimate Gain
$-1.70 Mil
% of Total Estimate Gain
-16.66%

Keystone Financial Planning, Inc.'s AT&T Inc Holding Summary

As of 2025-03-31, Keystone Financial Planning, Inc. held 275,564.00 shares of AT&T Inc(T), totaling $7.79 Mil. This investment constitutes 2.32% of their stock portfolio, and Keystone Financial Planning, Inc. now holds 0% of the outstanding AT&T Inc(T) stock.

The initial trade took place in 2013Q4. And since then Keystone Financial Planning, Inc. has made 23 purchases of T, at an average price of $32.88, for a total of 309,920.00 shares. In addition, there have been 15 sales at an average price of $20.33 for 34,356.00 shares. Based on historical transaction data and T's current price of $28.28, Keystone Financial Planning, Inc.'s estimated gain on his T holdings is $-1.70 Mil, reflecting a -16.66% gain to date.

Keystone Financial Planning, Inc. T ($28.28) Holding Chart

Keystone Financial Planning, Inc. 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 %

Top Ranked Articles

  • 1