MWM
Mattern Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Buy |
30,099
+506
| +2% | +$14.6K | 0.18% | 66 |
|
|
2025
Q1 | $837K | Buy |
29,593
+3,472
| +13% | +$98.2K | 0.19% | 75 |
|
|
2024
Q4 | $595K | Sell |
26,121
-1,630
| -6% | -$37.1K | 0.13% | 87 |
|
|
2024
Q3 | $611K | Sell |
27,751
-1,173
| -4% | -$25.8K | 0.13% | 90 |
|
|
2024
Q2 | $553K | Buy |
28,924
+729
| +3% | +$13.9K | 0.13% | 98 |
|
|
2024
Q1 | $496K | Buy |
28,195
+28
| +0.1% | +$493 | 0.12% | 106 |
|
|
2023
Q4 | $473K | Buy |
28,167
+31
| +0.1% | +$520 | 0.12% | 111 |
|
|
2023
Q3 | $423K | Sell |
28,136
-8,937
| -24% | -$134K | 0.12% | 109 |
|
|
2023
Q2 | $591K | Sell |
37,073
-735
| -2% | -$11.7K | 0.17% | 98 |
|
|
2023
Q1 | $728K | Sell |
37,808
-394
| -1% | -$7.59K | 0.24% | 93 |
|
|
2022
Q4 | $703K | Sell |
38,202
-3,776
| -9% | -$69.5K | 0.28% | 84 |
|
|
2022
Q3 | $644K | Buy |
41,978
+924
| +2% | +$14.2K | 0.26% | 83 |
|
|
2022
Q2 | $860K | Buy |
41,054
+14,301
| +53% | +$300K | 0.34% | 73 |
|
|
2022
Q1 | $632K | Sell |
26,753
-2,377
| -8% | -$56.2K | 0.21% | 92 |
|
|
2021
Q4 | $717K | Sell |
29,130
-1,124
| -4% | -$27.7K | 0.21% | 93 |
|
|
2021
Q3 | $817K | Sell |
30,254
-3,349
| -10% | -$90.4K | 0.27% | 83 |
|
|
2021
Q2 | $952K | Sell |
33,603
-186
| -0.6% | -$5.27K | 0.3% | 78 |
|
|
2021
Q1 | $1.02M | Sell |
33,789
-25,438
| -43% | -$770K | 0.36% | 76 |
|
|
2020
Q4 | $1.7M | Sell |
59,227
-10,527
| -15% | -$303K | 0.64% | 43 |
|
|
2020
Q3 | $1.99M | Sell |
69,754
-1,783
| -2% | -$50.8K | 0.85% | 35 |
|
|
2020
Q2 | $2.16M | Sell |
71,537
-4,063
| -5% | -$123K | 1.05% | 30 |
|
|
2020
Q1 | $2.2M | Buy |
75,600
+12,539
| +20% | +$366K | 1.59% | 12 |
|
|
2019
Q4 | $2.46M | Buy |
+63,061
| New | +$2.46M | 1.48% | 14 |
|