Meridian Financial Partners’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
Q1 | $276K | Buy |
9,830
+122
| +1% | +$3.26K | 0.1% | 102 |
|
|
2025
Q4 | $228K | Sell |
9,708
-26
| -0.3% | -$658 | 0.09% | 106 |
|
|
2025
Q3 | $256K | Buy |
9,734
+183
| +2% | +$5.2K | 0.11% | 95 |
|
|
2025
Q2 | $276K | Buy |
9,551
+37
| +0.4% | +$1.02K | 0.13% | 91 |
|
|
2025
Q1 | $269K | Buy |
+9,514
| New | +$239K | 0.14% | 91 |
|
|
2024
Q4 | – | Sell |
-9,251
| Closed | -$204K | – | 107 |
|
|
2024
Q3 | $204K | Buy |
+9,251
| New | +$184K | 0.1% | 100 |
|
|
2024
Q1 | – | Sell |
-10,388
| Closed | -$170K | – | 53 |
|
|
2023
Q4 | $170K | Sell |
10,388
-1,664
| -14% | -$26.3K | 0.17% | 51 |
|
|
2023
Q3 | $184K | Sell |
12,052
-2,060
| -15% | -$30.2K | 0.19% | 49 |
|
|
2023
Q2 | $207K | Buy |
14,112
+1
| +0% | +$17 | 0.12% | 82 |
|
|
2023
Q1 | $280K | Hold |
14,111
| – | – | 0.32% | 38 |
|
|
2022
Q4 | $267K | Buy |
14,111
+100
| +0.7% | +$1.79K | 0.3% | 42 |
|
|
2022
Q3 | $210K | Buy |
14,011
+150
| +1% | +$2.73K | 0.3% | 43 |
|
|
2022
Q2 | $255K | Sell |
13,861
-2,902
| -17% | -$57.9K | 0.17% | 79 |
|
|
2022
Q1 | $299K | Buy |
16,763
+4,969
| +42% | +$91.9K | 0.45% | 38 |
|
|
2021
Q4 | $243K | Sell |
11,794
-4,812
| -29% | -$90K | 0.16% | 75 |
|
|
2021
Q3 | $317K | Buy |
16,606
+431
| +3% | +$9.05K | 0.21% | 65 |
|
|
2021
Q2 | $341K | Buy |
16,175
+250
| +2% | +$5.69K | 0.23% | 61 |
|
|
2021
Q1 | $360K | Hold |
15,925
| – | – | 0.27% | 56 |
|
|
2020
Q4 | $348K | Buy |
15,925
+4,303
| +37% | +$92.8K | 0.27% | 54 |
|
|
2020
Q3 | $240K | Sell |
11,622
-4,396
| -27% | -$98.2K | 0.2% | 59 |
|
|
2020
Q2 | $362K | Buy |
+16,018
| New | +$365K | 0.33% | 51 |
|
|
2019
Q1 | – | Sell |
-17,625
| Closed | -$380K | – | 57 |
|
|
2018
Q4 | $380K | Buy |
+17,625
| New | +$410K | 0.51% | 36 |
|
Other funds holding T
VCM
VPM
