Meridian Wealth Advisors’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$986K Hold
34,055
0.16% 85
2025
Q1
$963K Hold
34,055
0.16% 81
2024
Q4
$775K Hold
34,055
0.13% 88
2024
Q3
$749K Hold
34,055
0.13% 89
2024
Q2
$651K Buy
34,055
+4,526
+15% +$86.5K 0.12% 95
2024
Q1
$520K Buy
29,529
+120
+0.4% +$2.11K 0.1% 108
2023
Q4
$493K Buy
29,409
+241
+0.8% +$4.04K 0.11% 110
2023
Q3
$438K Sell
29,168
-1,864
-6% -$28K 0.11% 112
2023
Q2
$495K Sell
31,032
-3,000
-9% -$47.9K 0.12% 110
2023
Q1
$655K Sell
34,032
-824
-2% -$15.9K 0.16% 99
2022
Q4
$642K Sell
34,856
-7,975
-19% -$147K 0.17% 102
2022
Q3
$657K Buy
42,831
+1,554
+4% +$23.8K 0.19% 96
2022
Q2
$865K Buy
+41,277
New +$865K 0.23% 87
2021
Q4
Sell
-15,635
Closed -$319K 205
2021
Q3
$319K Sell
15,635
-3,525
-18% -$71.9K 0.09% 153
2021
Q2
$416K Sell
19,160
-1,982
-9% -$43K 0.12% 132
2021
Q1
$483K Sell
21,142
-62
-0.3% -$1.42K 0.16% 110
2020
Q4
$461K Buy
21,204
+980
+5% +$21.3K 0.17% 109
2020
Q3
$435K Buy
20,224
+1,656
+9% +$35.6K 0.19% 105
2020
Q2
$424K Sell
18,568
-1,165
-6% -$26.6K 0.2% 104
2020
Q1
$434K Buy
19,733
+675
+4% +$14.8K 0.24% 81
2019
Q4
$563K Buy
19,058
+857
+5% +$25.3K 0.22% 84
2019
Q3
$520K Buy
18,201
+2,185
+14% +$62.4K 0.22% 87
2019
Q2
$423K Sell
16,016
-629
-4% -$16.6K 0.3% 75
2019
Q1
$394K Buy
16,645
+1,689
+11% +$40K 0.29% 77
2018
Q4
$322K Buy
+14,956
New +$322K 0.25% 81