Number of Shares
58,147.00
Current Holdings Value*
$1.64 Mil
% of Portfolio
2.28%
Total Estimate Gain
$660,185.87
% of Total Estimate Gain
61.04%

Sonoma Private Wealth LLC's AT&T Inc Holding Summary

As of 2025-03-31, Sonoma Private Wealth LLC held 58,147.00 shares of AT&T Inc(T), totaling $1.64 Mil. This investment constitutes 2.28% of their stock portfolio, and Sonoma Private Wealth LLC now holds 0% of the outstanding AT&T Inc(T) stock.

The initial trade took place in 2022Q4. And since then Sonoma Private Wealth LLC has made 6 purchases of T, at an average price of $16.57, for a total of 65,270.00 shares. In addition, there have been 3 sales at an average price of $19.50 for 7,123.00 shares. Based on historical transaction data and T's current price of $27.57, Sonoma Private Wealth LLC's estimated gain on his T holdings is $660,185.87, reflecting a 61.04% gain to date.

Sonoma Private Wealth LLC T ($27.57) Holding Chart

Sonoma Private Wealth LLC T ($27.57) 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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