MWM
MinichMacGregor Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
38,232
+5,184
| +16% | +$150K | 0.24% | 49 |
|
|
2025
Q1 | $935K | Buy |
33,048
+5,925
| +22% | +$168K | 0.21% | 51 |
|
|
2024
Q4 | $618K | Buy |
27,123
+17,068
| +170% | +$389K | 0.13% | 65 |
|
|
2024
Q3 | $221K | Sell |
10,055
-102
| -1% | -$2.24K | 0.05% | 106 |
|
|
2024
Q2 | $194K | Buy |
10,157
+18
| +0.2% | +$344 | 0.05% | 101 |
|
|
2024
Q1 | $177K | Buy |
+10,139
| New | +$177K | 0.05% | 102 |
|
|
2023
Q1 | – | Sell |
-8,256
| Closed | -$152K | – | 582 |
|
|
2022
Q4 | $152K | Buy |
+8,256
| New | +$152K | 0.05% | 96 |
|
|
2020
Q2 | – | Sell |
-17,805
| Closed | -$536K | – | 105 |
|
|
2020
Q1 | $536K | Buy |
+17,805
| New | +$536K | 0.48% | 57 |
|
|
2019
Q4 | – | Sell |
-7,168
| Closed | -$271K | – | 56 |
|
|
2019
Q3 | $271K | Buy |
7,168
+259
| +4% | +$9.79K | 0.18% | 44 |
|
|
2019
Q2 | $230K | Sell |
6,909
-18
| -0.3% | -$599 | 0.16% | 41 |
|
|
2019
Q1 | $221K | Sell |
6,927
-29,122
| -81% | -$929K | 0.17% | 43 |
|
|
2018
Q4 | $1.41M | Buy |
36,049
+29,505
| +451% | +$1.16M | 0.97% | 40 |
|
|
2018
Q3 | $219K | Sell |
6,544
-1,571
| -19% | -$52.6K | 0.14% | 39 |
|
|
2018
Q2 | $261K | Sell |
8,115
-1,564
| -16% | -$50.3K | 0.19% | 38 |
|
|
2018
Q1 | $345K | Sell |
9,679
-322
| -3% | -$11.5K | 0.27% | 30 |
|
|
2017
Q4 | $388K | Buy |
10,001
+36
| +0.4% | +$1.4K | 0.3% | 27 |
|
|
2017
Q3 | $390K | Buy |
9,965
+285
| +3% | +$11.2K | 0.32% | 26 |
|
|
2017
Q2 | $365K | Buy |
9,680
+109
| +1% | +$4.11K | 0.32% | 28 |
|
|
2017
Q1 | $397K | Buy |
9,571
+270
| +3% | +$11.2K | 0.36% | 27 |
|
|
2016
Q4 | $395K | Buy |
9,301
+25
| +0.3% | +$1.06K | 0.37% | 27 |
|
|
2016
Q3 | $376K | Buy |
9,276
+498
| +6% | +$20.2K | 0.35% | 29 |
|
|
2016
Q2 | $379K | Sell |
8,778
-794
| -8% | -$34.3K | 0.36% | 29 |
|
|
2016
Q1 | $374K | Buy |
9,572
+675
| +8% | +$26.4K | 0.36% | 28 |
|
|
2015
Q4 | $307K | Buy |
+8,897
| New | +$307K | 0.29% | 32 |
|