MWM
Mascoma Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
3,616
-27
| -0.7% | -$781 | 0.02% | 127 |
|
|
2025
Q1 | $103K | Buy |
3,643
+26
| +0.7% | +$735 | 0.03% | 130 |
|
|
2024
Q4 | $82.4K | Sell |
3,617
-351
| -9% | -$7.99K | 0.02% | 157 |
|
|
2024
Q3 | $87.3K | Buy |
3,968
+409
| +11% | +$9K | 0.02% | 151 |
|
|
2024
Q2 | $68K | Buy |
3,559
+887
| +33% | +$17K | 0.02% | 165 |
|
|
2024
Q1 | $47K | Sell |
2,672
-115
| -4% | -$2.02K | 0.01% | 188 |
|
|
2023
Q4 | $46.8K | Sell |
2,787
-46
| -2% | -$772 | 0.01% | 191 |
|
|
2023
Q3 | $42.6K | Hold |
2,833
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $40.2K | Sell |
2,833
-4,581
| -62% | -$65K | 0.01% | 207 |
|
|
2023
Q1 | $131K | Buy |
7,414
+2,853
| +63% | +$50.4K | 0.04% | 143 |
|
|
2022
Q4 | $84K | Buy |
4,561
+424
| +10% | +$7.81K | 0.03% | 183 |
|
|
2022
Q3 | $63K | Buy |
4,137
+564
| +16% | +$8.59K | 0.02% | 205 |
|
|
2022
Q2 | $75K | Sell |
3,573
-653
| -15% | -$13.7K | 0.03% | 207 |
|
|
2022
Q1 | $100K | Sell |
4,226
-2,766
| -40% | -$65.5K | 0.03% | 183 |
|
|
2021
Q4 | $172K | Sell |
6,992
-14,177
| -67% | -$349K | 0.06% | 114 |
|
|
2021
Q3 | $572K | Sell |
21,169
-19,865
| -48% | -$537K | 0.22% | 54 |
|
|
2021
Q2 | $1.18M | Sell |
41,034
-2,472
| -6% | -$71.1K | 0.5% | 37 |
|
|
2021
Q1 | $1.32M | Sell |
43,506
-4,699
| -10% | -$142K | 0.57% | 32 |
|
|
2020
Q4 | $1.39M | Buy |
+48,205
| New | +$1.39M | 0.69% | 31 |
|
|
2019
Q3 | $2.55M | Buy |
67,277
+6,260
| +10% | +$237K | 1.6% | 16 |
|
|
2019
Q2 | $2.05M | Buy |
61,017
+1,928
| +3% | +$64.6K | 1.28% | 13 |
|
|
2019
Q1 | $1.85M | Buy |
59,089
+10,755
| +22% | +$337K | 1.24% | 13 |
|
|
2018
Q4 | $1.38M | Buy |
48,334
+4,331
| +10% | +$124K | 1.05% | 16 |
|
|
2018
Q3 | $1.48M | Buy |
44,003
+1,028
| +2% | +$34.5K | 0.98% | 18 |
|
|
2018
Q2 | $1.38M | Buy |
42,975
+5,906
| +16% | +$190K | 0.97% | 21 |
|
|
2018
Q1 | $1.32M | Buy |
37,069
+2,914
| +9% | +$104K | 0.87% | 23 |
|
|
2017
Q4 | $1.3M | Sell |
34,155
-4,956
| -13% | -$189K | 0.8% | 23 |
|
|
2017
Q3 | $1.53M | Buy |
39,111
+463
| +1% | +$18.1K | 1.02% | 24 |
|
|
2017
Q2 | $1.46M | Buy |
38,648
+26,383
| +215% | +$995K | 0.98% | 20 |
|
|
2017
Q1 | $510K | Sell |
12,265
-650
| -5% | -$27K | 0.37% | 31 |
|
|
2016
Q4 | $549K | Buy |
+12,915
| New | +$549K | 0.4% | 34 |
|