Mascoma Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $56.5K | Sell |
2,730
-696
| -20% | -$17.3K | 0.01% | 177 |
|
|
2026
Q1 | $99.3K | Buy |
3,426
+988
| +41% | +$26.4K | 0.02% | 134 |
|
|
2025
Q4 | $60.5K | Sell |
2,438
-851
| -26% | -$21.5K | 0.01% | 168 |
|
|
2025
Q3 | $92.9K | Sell |
3,289
-327
| -9% | -$9.29K | 0.02% | 143 |
|
|
2025
Q2 | $105K | Sell |
3,616
-27
| -0.7% | -$744 | 0.02% | 127 |
|
|
2025
Q1 | $103K | Buy |
3,643
+26
| +0.7% | +$654 | 0.03% | 130 |
|
|
2024
Q4 | $82.4K | Sell |
3,617
-351
| -9% | -$7.9K | 0.02% | 157 |
|
|
2024
Q3 | $87.3K | Buy |
3,968
+409
| +11% | +$8.14K | 0.02% | 151 |
|
|
2024
Q2 | $68K | Buy |
3,559
+887
| +33% | +$15.4K | 0.02% | 165 |
|
|
2024
Q1 | $47K | Sell |
2,672
-115
| -4% | -$1.96K | 0.01% | 188 |
|
|
2023
Q4 | $46.8K | Sell |
2,787
-46
| -2% | -$726 | 0.01% | 191 |
|
|
2023
Q3 | $42.6K | Hold |
2,833
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $40.2K | Sell |
2,833
-4,581
| -62% | -$78K | 0.01% | 207 |
|
|
2023
Q1 | $131K | Buy |
7,414
+2,853
| +63% | +$54.5K | 0.04% | 143 |
|
|
2022
Q4 | $84K | Buy |
4,561
+424
| +10% | +$7.59K | 0.03% | 183 |
|
|
2022
Q3 | $63K | Buy |
4,137
+564
| +16% | +$10.3K | 0.02% | 205 |
|
|
2022
Q2 | $75K | Sell |
3,573
-2,022
| -36% | -$40.3K | 0.03% | 207 |
|
|
2022
Q1 | $100K | Sell |
5,595
-3,662
| -40% | -$67.8K | 0.03% | 183 |
|
|
2021
Q4 | $172K | Sell |
9,257
-18,771
| -67% | -$351K | 0.06% | 114 |
|
|
2021
Q3 | $572K | Sell |
28,028
-26,301
| -48% | -$553K | 0.22% | 54 |
|
|
2021
Q2 | $1.18M | Sell |
54,329
-3,273
| -6% | -$74.4K | 0.5% | 37 |
|
|
2021
Q1 | $1.32M | Sell |
57,602
-6,221
| -10% | -$138K | 0.57% | 32 |
|
|
2020
Q4 | $1.39M | Buy |
+63,823
| New | +$1.38M | 0.69% | 31 |
|
|
2019
Q3 | $2.55M | Buy |
89,075
+8,288
| +10% | +$220K | 1.6% | 16 |
|
|
2019
Q2 | $2.04M | Buy |
80,787
+2,553
| +3% | +$61.2K | 1.28% | 13 |
|
|
2019
Q1 | $1.85M | Buy |
78,234
+14,240
| +22% | +$328K | 1.24% | 13 |
|
|
2018
Q4 | $1.38M | Buy |
63,994
+5,734
| +10% | +$133K | 1.05% | 16 |
|
|
2018
Q3 | $1.48M | Buy |
58,260
+1,361
| +2% | +$33.3K | 0.98% | 18 |
|
|
2018
Q2 | $1.38M | Buy |
56,899
+7,820
| +16% | +$196K | 0.97% | 21 |
|
|
2018
Q1 | $1.32M | Buy |
49,079
+3,858
| +9% | +$107K | 0.87% | 23 |
|
|
2017
Q4 | $1.3M | Sell |
45,221
-6,562
| -13% | -$179K | 0.8% | 23 |
|
|
2017
Q3 | $1.53M | Buy |
51,783
+613
| +1% | +$17.4K | 1.02% | 24 |
|
|
2017
Q2 | $1.46M | Buy |
51,170
+34,931
| +215% | +$1.03M | 0.98% | 20 |
|
|
2017
Q1 | $510K | Sell |
16,239
-860
| -5% | -$27.1K | 0.37% | 31 |
|
|
2016
Q4 | $549K | Buy |
+17,099
| New | +$505K | 0.4% | 34 |
|
Other funds holding T
Mascoma Wealth Management's T Position: Q2 2026 in Review
Mascoma Wealth Management reduced its AT&T (T) stake by 20% in Q2 2026, selling an estimated $17.3K and leaving 2,730 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #177.
Mascoma Wealth Management first reported a position in T in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.55M in Q3 2019. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.
- Mascoma Wealth Management held 2,730 shares of AT&T worth $56.5K as of Q2 2026.
- Mascoma Wealth Management sold 696 AT&T shares in Q2 2026, an estimated $17.3K.
- AT&T made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #177 holding.
- Mascoma Wealth Management first reported a position in AT&T in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's AT&T position peaked at $2.55M in Q3 2019.
- 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.