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At&t shares owned by Forza Wealth Management

Quarter-by-quarter ownership of At&t (T) shares owned by Forza Wealth Management from 13F filings

Historical chart of Forza Wealth Management investment in At&t

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All positions including At&t held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in At&t by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $562k 32k 17.60
2023-12-31 $536k 32k 16.78
2023-09-30 $492k 33k 15.02
2023-06-30 $522k 33k 15.95
2023-03-31 $606k 32k 19.25
2022-12-31 $500k 27k 18.41

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)

View all positions for Forza Wealth Management

Top funds holding At&t

Vanguard Group
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Legal & General Group
Bank of America Corporation
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Charles Schwab Investment Management
Dimensional Fund Advisors
Royal Bank of Canada
CalPERS
Ubs Global Asset Management Americas
LSV Asset Management

View all funds holding At&t