Meristem Family Wealth’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $546K | Buy |
30,582
+14,201
| +87% | +$263K | 0.06% | 176 |
|
|
2021
Q4 | $304K | Sell |
16,381
-11,096
| -40% | -$207K | 0.03% | 298 |
|
|
2021
Q3 | $561K | Buy |
27,477
+12,138
| +79% | +$255K | 0.05% | 207 |
|
|
2021
Q2 | $333K | Buy |
+15,339
| New | +$349K | 0.05% | 238 |
|
|
2021
Q1 | – | Sell |
-9,569
| Closed | -$208K | – | 255 |
|
|
2020
Q4 | $208K | Sell |
9,569
-736
| -7% | -$15.9K | 0.04% | 211 |
|
|
2020
Q3 | $222K | Sell |
10,305
-39
| -0.4% | -$872 | 0.06% | 172 |
|
|
2020
Q2 | $236K | Sell |
10,344
-3,328
| -24% | -$75.8K | 0.06% | 162 |
|
|
2020
Q1 | $301K | Buy |
13,672
+278
| +2% | +$7.59K | 0.09% | 133 |
|
|
2019
Q4 | $395K | Hold |
13,394
| – | – | 0.1% | 124 |
|
|
2019
Q3 | $383K | Buy |
13,394
+4,330
| +48% | +$115K | 0.1% | 122 |
|
|
2019
Q2 | $229K | Buy |
+9,064
| New | +$217K | 0.07% | 143 |
|
|
2018
Q4 | – | Sell |
-11,394
| Closed | -$289K | – | 152 |
|
|
2018
Q3 | $289K | Sell |
11,394
-596
| -5% | -$14.6K | 0.1% | 112 |
|
|
2018
Q2 | $291K | Buy |
11,990
+1,373
| +13% | +$34.5K | 0.1% | 102 |
|
|
2018
Q1 | $286K | Hold |
10,617
| – | – | 0.1% | 104 |
|
|
2017
Q4 | $312K | Sell |
10,617
-339
| -3% | -$9.26K | 0.11% | 88 |
|
|
2017
Q3 | $324K | Buy |
10,956
+40
| +0.4% | +$1.14K | 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% | -$35.1K | 0.16% | 75 |
|
|
2016
Q3 | $413K | Buy |
13,476
+4,912
| +57% | +$155K | 0.17% | 72 |
|
|
2016
Q2 | $279K | Buy |
8,564
+339
| +4% | +$10.1K | 0.12% | 81 |
|
|
2016
Q1 | $243K | Hold |
8,225
| – | – | 0.11% | 97 |
|
|
2015
Q4 | $214K | Buy |
+8,225
| New | +$209K | 0.08% | 104 |
|
|
2015
Q3 | – | Sell |
-8,178
| Closed | -$219K | – | 96 |
|
|
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% | +$7.55K | 0.09% | 103 |
|
|
2014
Q2 | $211K | Hold |
7,894
| – | – | 0.09% | 105 |
|
|
2014
Q1 | $209K | Sell |
7,894
-2,971
| -27% | -$74.6K | 0.09% | 102 |
|
|
2013
Q4 | $289K | Buy |
10,865
+1,392
| +15% | +$36.6K | 0.12% | 91 |
|
|
2013
Q3 | $242K | Hold |
9,473
| – | – | 0.11% | 95 |
|
|
2013
Q2 | $253K | Buy |
+9,473
| New | +$263K | 0.12% | 88 |
|
Other funds holding T
Meristem Family Wealth's T Position: Q1 2022 in Review
Meristem Family Wealth increased its AT&T (T) stake by 87% in Q1 2022, buying an estimated $263K and bringing the position to 30,582 shares worth $546K. The position accounts for 0.06% of the portfolio, ranked #176.
Meristem Family Wealth first reported a position in T in Q2 2013 and has held it in 32 quarters since. The position peaked at $561K in Q3 2021. 2,501 funds tracked by Wall St. Rank hold T as of Q1 2022.
- Meristem Family Wealth held 30,582 shares of AT&T worth $546K as of Q1 2022.
- Meristem Family Wealth bought 14,201 AT&T shares in Q1 2022, an estimated $263K.
- AT&T made up 0.06% of Meristem Family Wealth's portfolio in Q1 2022, its #176 holding.
- Meristem Family Wealth first reported a position in AT&T in Q2 2013 and has held it in 32 quarters since.
- Meristem Family Wealth's AT&T position peaked at $561K in Q3 2021.
- 2,501 funds tracked by Wall St. Rank held AT&T as of Q1 2022.
Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.