Merriman Wealth Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $207K | Sell |
9,084
-38
| -0.4% | -$855 | 0.01% | 199 |
|
|
2024
Q3 | $201K | Sell |
9,122
-2,744
| -23% | -$54.6K | 0.01% | 208 |
|
|
2024
Q2 | $227K | Sell |
11,866
-399
| -3% | -$6.94K | 0.01% | 189 |
|
|
2024
Q1 | $216K | Buy |
12,265
+60
| +0.5% | +$1.02K | 0.01% | 192 |
|
|
2023
Q4 | $205K | Buy |
12,205
+376
| +3% | +$5.94K | 0.01% | 179 |
|
|
2023
Q3 | $178K | Hold |
11,829
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $189K | Buy |
11,829
+260
| +2% | +$4.43K | 0.01% | 200 |
|
|
2023
Q1 | $223K | Buy |
+11,569
| New | +$221K | 0.01% | 184 |
|
|
2022
Q4 | – | Sell |
-14,791
| Closed | -$227K | – | 229 |
|
|
2022
Q3 | $227K | Buy |
14,791
+2,594
| +21% | +$47.2K | 0.01% | 154 |
|
|
2022
Q2 | $256K | Sell |
12,197
-5,852
| -32% | -$117K | 0.02% | 145 |
|
|
2022
Q1 | $322K | Sell |
18,049
-3,769
| -17% | -$69.7K | 0.03% | 153 |
|
|
2021
Q4 | $405K | Buy |
21,818
+75
| +0.3% | +$1.4K | 0.03% | 156 |
|
|
2021
Q3 | $444K | Buy |
21,743
+469
| +2% | +$9.85K | 0.04% | 146 |
|
|
2021
Q2 | $462K | Sell |
21,274
-704
| -3% | -$16K | 0.04% | 164 |
|
|
2021
Q1 | $502K | Sell |
21,978
-5,134
| -19% | -$114K | 0.06% | 133 |
|
|
2020
Q4 | $589K | Buy |
27,112
+7,293
| +37% | +$157K | 0.06% | 135 |
|
|
2020
Q3 | $427K | Sell |
19,819
-1,008
| -5% | -$22.5K | 0.06% | 112 |
|
|
2020
Q2 | $476K | Sell |
20,827
-5,105
| -20% | -$116K | 0.08% | 109 |
|
|
2020
Q1 | $571K | Sell |
25,932
-927
| -3% | -$25.3K | 0.12% | 80 |
|
|
2019
Q4 | $793K | Buy |
26,859
+2,131
| +9% | +$61.5K | 0.15% | 106 |
|
|
2019
Q3 | $707K | Sell |
24,728
-811
| -3% | -$21.5K | 0.14% | 101 |
|
|
2019
Q2 | $6.45K | Buy |
25,539
+6,076
| +31% | +$146K | 0.12% | 107 |
|
|
2019
Q1 | $461K | Sell |
19,463
-3,841
| -16% | -$88.4K | 0.09% | 142 |
|
|
2018
Q4 | $534K | Sell |
23,304
-909
| -4% | -$21.2K | 0.12% | 86 |
|
|
2018
Q3 | $614K | Sell |
24,213
-3,220
| -12% | -$78.9K | 0.13% | 102 |
|
|
2018
Q2 | $665K | Buy |
27,433
+2,964
| +12% | +$74.4K | 0.15% | 95 |
|
|
2018
Q1 | $659K | Sell |
24,469
-1,522
| -6% | -$42.4K | 0.17% | 103 |
|
|
2017
Q4 | $763K | Sell |
25,991
-9,985
| -28% | -$273K | 0.19% | 93 |
|
|
2017
Q3 | $1.06M | Buy |
35,976
+26,037
| +262% | +$739K | 0.25% | 79 |
|
|
2017
Q2 | $283K | Buy |
9,939
+1,810
| +22% | +$53.4K | 0.08% | 98 |
|
|
2017
Q1 | $255K | Sell |
8,129
-6,664
| -45% | -$210K | 0.06% | 117 |
|
|
2016
Q4 | $475K | Sell |
14,793
-1,672
| -10% | -$49.3K | 0.13% | 93 |
|
|
2016
Q3 | $505K | Buy |
16,465
+2,836
| +21% | +$89.6K | 0.1% | 103 |
|
|
2016
Q2 | $445K | Buy |
13,629
+953
| +8% | +$28.4K | 0.13% | 83 |
|
|
2016
Q1 | $375K | Buy |
+12,676
| New | +$351K | 0.35% | 40 |
|
|
2015
Q3 | – | Sell |
-8,127
| Closed | -$215K | – | 46 |
|
|
2015
Q2 | $215K | Sell |
8,127
-634
| -7% | -$16.4K | 0.43% | 25 |
|
|
2015
Q1 | $216K | Buy |
8,761
+690
| +9% | +$17.5K | 0.22% | 41 |
|
|
2014
Q4 | $202K | Sell |
8,071
-309
| -4% | -$8.02K | 0.29% | 40 |
|
|
2014
Q3 | $221K | Buy |
+8,380
| New | +$223K | 0.29% | 36 |
|
Other funds holding T
