Meristem Family Wealth’s AT&T T Stock Holding History

Meristem Family Wealth’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$546K	Buy	30,582 +14,201	+87%	+$254K	0.06%	176
2021 Q4	$304K	Sell	16,381 -11,096	-40%	-$206K	0.03%	298
2021 Q3	$561K	Buy	27,477 +12,138	+79%	+$248K	0.05%	207
2021 Q2	$333K	Buy	+15,339	New	+$333K	0.05%	238
2021 Q1	–	Sell	-9,569	Closed	-$208K	–	255
2020 Q4	$208K	Sell	9,569 -736	-7%	-$16K	0.04%	211
2020 Q3	$222K	Sell	10,305 -39	-0.4%	-$840	0.06%	172
2020 Q2	$236K	Sell	10,344 -3,328	-24%	-$75.9K	0.06%	162
2020 Q1	$301K	Buy	13,672 +278	+2%	+$6.12K	0.09%	133
2019 Q4	$395K	Hold	13,394	–	–	0.1%	124
2019 Q3	$383K	Buy	13,394 +4,330	+48%	+$124K	0.1%	122
2019 Q2	$229K	Buy	+9,064	New	+$229K	0.07%	143
2018 Q4	–	Sell	-11,394	Closed	-$289K	–	147
2018 Q3	$289K	Sell	11,394 -596	-5%	-$15.1K	0.1%	106
2018 Q2	$291K	Buy	11,990 +1,373	+13%	+$33.3K	0.1%	102
2018 Q1	$286K	Hold	10,617	–	–	0.1%	104
2017 Q4	$312K	Sell	10,617 -339	-3%	-$9.96K	0.11%	88
2017 Q3	$324K	Buy	10,956 +40	+0.4%	+$1.18K	0.13%	82
2017 Q2	$311K	Hold	10,916	–	–	0.13%	81
2017 Q1	$343K	Sell	10,916 -1,371	-11%	-$43.1K	0.14%	78
2016 Q4	$395K	Sell	12,287 -1,189	-9%	-$38.2K	0.16%	75
2016 Q3	$413K	Buy	13,476 +4,912	+57%	+$151K	0.17%	72
2016 Q2	$279K	Buy	8,564 +339	+4%	+$11K	0.12%	81
2016 Q1	$243K	Hold	8,225	–	–	0.11%	97
2015 Q4	$214K	Buy	+8,225	New	+$214K	0.08%	104
2015 Q3	–	Sell	-8,178	Closed	-$219K	–	97
2015 Q2	$219K	Hold	8,178	–	–	0.1%	102
2015 Q1	$202K	Hold	8,178	–	–	0.08%	115
2014 Q4	$207K	Hold	8,178	–	–	0.08%	110
2014 Q3	$218K	Buy	8,178 +284	+4%	+$7.57K	0.09%	103
2014 Q2	$211K	Hold	7,894	–	–	0.09%	105
2014 Q1	$209K	Sell	7,894 -2,971	-27%	-$78.7K	0.09%	102
2013 Q4	$289K	Buy	10,865 +1,392	+15%	+$37K	0.12%	91
2013 Q3	$242K	Hold	9,473	–	–	0.11%	95
2013 Q2	$253K	Buy	+9,473	New	+$253K	0.12%	88