A detailed history of Heritage Financial Services, LLC transactions in At&T Inc. stock. As of the latest transaction made, Heritage Financial Services, LLC holds 9,791 shares of T stock, worth $249,376. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,791
Previous 13,899 29.56%
Holding current value
$249,376
Previous $402,000 31.34%
% of portfolio
0.03%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

SELL
$26.94 - $29.62 $110,669 - $121,678
-4,108 Reduced 29.56%
9,791 $276,000
Q2 2025

Jul 18, 2025

BUY
$26.33 - $28.94 $95,841 - $105,341
3,640 Added 35.48%
13,899 $402,000
Q1 2025

May 14, 2025

BUY
$21.56 - $28.28 $30,507 - $40,016
1,415 Added 16.0%
10,259 $290,000
Q4 2024

Jan 23, 2025

BUY
$21.22 - $23.88 $187,669 - $211,194
8,844 New
8,844 $201,000
Q2 2022

Jul 19, 2022

SELL
$17.92 - $21.32 $14,819 - $17,631
-827 Reduced 7.99%
9,526 $199,000
Q1 2022

Aug 30, 2022

BUY
$17.29 - $20.63 $13,832 - $16,504
800 Added 8.37%
10,353 $244,000
Q4 2021

Aug 26, 2022

BUY
$16.74 - $20.66 $159,917 - $197,364
9,553 New
9,553 $235,000

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 $181B
  • 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
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