MWM
Merriman Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $207K | Sell |
9,084
-38
| -0.4% | -$865 | 0.01% | 199 |
|
|
2024
Q3 | $201K | Sell |
9,122
-2,744
| -23% | -$60.4K | 0.01% | 208 |
|
|
2024
Q2 | $227K | Sell |
11,866
-399
| -3% | -$7.63K | 0.01% | 189 |
|
|
2024
Q1 | $216K | Buy |
12,265
+60
| +0.5% | +$1.06K | 0.01% | 192 |
|
|
2023
Q4 | $205K | Buy |
12,205
+376
| +3% | +$6.31K | 0.01% | 178 |
|
|
2023
Q3 | $178K | Hold |
11,829
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $189K | Buy |
11,829
+260
| +2% | +$4.15K | 0.01% | 199 |
|
|
2023
Q1 | $223K | Buy |
+11,569
| New | +$223K | 0.01% | 183 |
|
|
2022
Q4 | – | Sell |
-14,791
| Closed | -$227K | – | 229 |
|
|
2022
Q3 | $227K | Buy |
14,791
+2,594
| +21% | +$39.8K | 0.01% | 154 |
|
|
2022
Q2 | $256K | Sell |
12,197
-1,435
| -11% | -$30.1K | 0.02% | 145 |
|
|
2022
Q1 | $322K | Sell |
13,632
-2,847
| -17% | -$67.2K | 0.03% | 153 |
|
|
2021
Q4 | $405K | Buy |
16,479
+57
| +0.3% | +$1.4K | 0.03% | 156 |
|
|
2021
Q3 | $444K | Buy |
16,422
+354
| +2% | +$9.57K | 0.04% | 146 |
|
|
2021
Q2 | $462K | Sell |
16,068
-532
| -3% | -$15.3K | 0.04% | 164 |
|
|
2021
Q1 | $502K | Sell |
16,600
-3,877
| -19% | -$117K | 0.06% | 133 |
|
|
2020
Q4 | $589K | Buy |
20,477
+5,508
| +37% | +$158K | 0.06% | 135 |
|
|
2020
Q3 | $427K | Sell |
14,969
-761
| -5% | -$21.7K | 0.06% | 112 |
|
|
2020
Q2 | $476K | Sell |
15,730
-3,856
| -20% | -$117K | 0.08% | 109 |
|
|
2020
Q1 | $571K | Sell |
19,586
-700
| -3% | -$20.4K | 0.12% | 80 |
|
|
2019
Q4 | $793K | Buy |
20,286
+1,609
| +9% | +$62.9K | 0.15% | 106 |
|
|
2019
Q3 | $707K | Sell |
18,677
-612
| -3% | -$23.2K | 0.14% | 101 |
|
|
2019
Q2 | $6.45K | Buy |
19,289
+4,589
| +31% | +$1.53K | 0.12% | 107 |
|
|
2019
Q1 | $461K | Sell |
14,700
-2,901
| -16% | -$91K | 0.09% | 142 |
|
|
2018
Q4 | $534K | Sell |
17,601
-687
| -4% | -$20.8K | 0.12% | 86 |
|
|
2018
Q3 | $614K | Sell |
18,288
-2,432
| -12% | -$81.7K | 0.13% | 102 |
|
|
2018
Q2 | $665K | Buy |
20,720
+2,239
| +12% | +$71.9K | 0.15% | 95 |
|
|
2018
Q1 | $659K | Sell |
18,481
-1,150
| -6% | -$41K | 0.17% | 103 |
|
|
2017
Q4 | $763K | Sell |
19,631
-7,541
| -28% | -$293K | 0.19% | 93 |
|
|
2017
Q3 | $1.06M | Buy |
27,172
+19,665
| +262% | +$770K | 0.25% | 79 |
|
|
2017
Q2 | $283K | Buy |
7,507
+1,367
| +22% | +$51.5K | 0.08% | 98 |
|
|
2017
Q1 | $255K | Sell |
6,140
-5,033
| -45% | -$209K | 0.06% | 117 |
|
|
2016
Q4 | $475K | Sell |
11,173
-1,263
| -10% | -$53.7K | 0.13% | 93 |
|
|
2016
Q3 | $505K | Buy |
12,436
+2,142
| +21% | +$87K | 0.1% | 103 |
|
|
2016
Q2 | $445K | Buy |
10,294
+720
| +8% | +$31.1K | 0.13% | 83 |
|
|
2016
Q1 | $375K | Buy |
+9,574
| New | +$375K | 0.35% | 40 |
|
|
2015
Q3 | – | Sell |
-6,138
| Closed | -$215K | – | 46 |
|
|
2015
Q2 | $215K | Sell |
6,138
-479
| -7% | -$16.8K | 0.43% | 25 |
|
|
2015
Q1 | $216K | Buy |
6,617
+521
| +9% | +$17K | 0.22% | 41 |
|
|
2014
Q4 | $202K | Sell |
6,096
-233
| -4% | -$7.72K | 0.29% | 40 |
|
|
2014
Q3 | $221K | Buy |
+6,329
| New | +$221K | 0.29% | 36 |
|