Meridian Wealth Partners’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,674
| Closed | -$179K | – | 90 |
|
|
2022
Q3 | $179K | Buy |
11,674
+950
| +9% | +$14.6K | 0.04% | 83 |
|
|
2022
Q2 | $225K | Sell |
10,724
-3,158
| -23% | -$66.3K | 0.05% | 72 |
|
|
2022
Q1 | $248K | Sell |
13,882
-86
| -0.6% | -$1.54K | 0.05% | 70 |
|
|
2021
Q4 | $259K | Buy |
13,968
+699
| +5% | +$13K | 0.05% | 70 |
|
|
2021
Q3 | $270K | Sell |
13,269
-960
| -7% | -$19.5K | 0.06% | 64 |
|
|
2021
Q2 | $310K | Buy |
14,229
+1,394
| +11% | +$30.4K | 0.07% | 52 |
|
|
2021
Q1 | $293K | Sell |
12,835
-3,136
| -20% | -$71.6K | 0.09% | 56 |
|
|
2020
Q4 | $347K | Buy |
15,971
+940
| +6% | +$20.4K | 0.14% | 41 |
|
|
2020
Q3 | $323K | Buy |
15,031
+149
| +1% | +$3.2K | 0.16% | 37 |
|
|
2020
Q2 | $340K | Sell |
14,882
-537
| -3% | -$12.3K | 0.18% | 36 |
|
|
2020
Q1 | $340K | Buy |
15,419
+298
| +2% | +$6.57K | 0.2% | 39 |
|
|
2019
Q4 | $447K | Buy |
+15,121
| New | +$447K | 0.28% | 30 |
|