MWM
Mission Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
48,565
-309
| -0.6% | -$8.94K | 0.03% | 252 |
|
|
2025
Q1 | $1.38M | Buy |
48,874
+1,015
| +2% | +$28.7K | 0.03% | 227 |
|
|
2024
Q4 | $1.09M | Buy |
47,859
+5,423
| +13% | +$123K | 0.03% | 255 |
|
|
2024
Q3 | $934K | Buy |
42,436
+3,727
| +10% | +$82K | 0.02% | 294 |
|
|
2024
Q2 | $740K | Sell |
38,709
-26,427
| -41% | -$505K | 0.02% | 310 |
|
|
2024
Q1 | $1.15M | Buy |
65,136
+11,105
| +21% | +$195K | 0.03% | 251 |
|
|
2023
Q4 | $907K | Buy |
54,031
+11,189
| +26% | +$188K | 0.03% | 251 |
|
|
2023
Q3 | $643K | Buy |
42,842
+2,404
| +6% | +$36.1K | 0.02% | 287 |
|
|
2023
Q2 | $645K | Buy |
40,438
+106
| +0.3% | +$1.69K | 0.02% | 288 |
|
|
2023
Q1 | $776K | Sell |
40,332
-20,368
| -34% | -$392K | 0.03% | 256 |
|
|
2022
Q4 | $1.12M | Buy |
60,700
+17,694
| +41% | +$326K | 0.05% | 185 |
|
|
2022
Q3 | $660K | Sell |
43,006
-6,447
| -13% | -$98.9K | 0.03% | 242 |
|
|
2022
Q2 | $1.04M | Buy |
49,453
+2,556
| +5% | +$53.6K | 0.05% | 180 |
|
|
2022
Q1 | $1.11M | Buy |
46,897
+2,356
| +5% | +$55.7K | 0.05% | 173 |
|
|
2021
Q4 | $1.1M | Sell |
44,541
-9,162
| -17% | -$225K | 0.05% | 174 |
|
|
2021
Q3 | $1.45M | Buy |
53,703
+415
| +0.8% | +$11.2K | 0.07% | 126 |
|
|
2021
Q2 | $1.53M | Buy |
53,288
+1,515
| +3% | +$43.6K | 0.08% | 120 |
|
|
2021
Q1 | $1.57M | Buy |
51,773
+1,886
| +4% | +$57.1K | 0.09% | 105 |
|
|
2020
Q4 | $1.44M | Buy |
49,887
+3,604
| +8% | +$104K | 0.09% | 107 |
|
|
2020
Q3 | $1.32M | Buy |
46,283
+7,874
| +21% | +$225K | 0.1% | 95 |
|
|
2020
Q2 | $1.16M | Buy |
38,409
+3,742
| +11% | +$113K | 0.1% | 99 |
|
|
2020
Q1 | $1.01M | Sell |
34,667
-3,407
| -9% | -$99.4K | 0.11% | 96 |
|
|
2019
Q4 | $1.49M | Buy |
38,074
+3,117
| +9% | +$122K | 0.14% | 91 |
|
|
2019
Q3 | $1.32M | Buy |
34,957
+1,074
| +3% | +$40.6K | 0.14% | 82 |
|
|
2019
Q2 | $1.14M | Sell |
33,883
-7,593
| -18% | -$254K | 0.13% | 88 |
|
|
2019
Q1 | $1.3M | Buy |
41,476
+1,927
| +5% | +$60.4K | 0.15% | 82 |
|
|
2018
Q4 | $1.13M | Sell |
39,549
-41,625
| -51% | -$1.19M | 0.15% | 80 |
|
|
2018
Q3 | $2.73M | Buy |
81,174
+43,095
| +113% | +$1.45M | 0.36% | 42 |
|
|
2018
Q2 | $1.22M | Buy |
38,079
+13,334
| +54% | +$428K | 0.18% | 72 |
|
|
2018
Q1 | $882K | Sell |
24,745
-808
| -3% | -$28.8K | 0.14% | 80 |
|
|
2017
Q4 | $994K | Sell |
25,553
-5,501
| -18% | -$214K | 0.17% | 67 |
|
|
2017
Q3 | $1.22M | Sell |
31,054
-888
| -3% | -$34.8K | 0.22% | 53 |
|
|
2017
Q2 | $1.21M | Buy |
31,942
+5,424
| +20% | +$205K | 0.23% | 54 |
|
|
2017
Q1 | $1.1M | Sell |
26,518
-980
| -4% | -$40.7K | 0.21% | 55 |
|
|
2016
Q4 | $1.17M | Buy |
27,498
+885
| +3% | +$37.6K | 0.23% | 49 |
|
|
2016
Q3 | $1.08M | Buy |
26,613
+7,763
| +41% | +$315K | 0.26% | 47 |
|
|
2016
Q2 | $815K | Sell |
18,850
-1,168
| -6% | -$50.5K | 0.22% | 50 |
|
|
2016
Q1 | $784K | Buy |
20,018
+2,359
| +13% | +$92.4K | 0.21% | 55 |
|
|
2015
Q4 | $608K | Buy |
17,659
+1,100
| +7% | +$37.9K | 0.17% | 62 |
|
|
2015
Q3 | $539K | Buy |
16,559
+892
| +6% | +$29K | 0.16% | 60 |
|
|
2015
Q2 | $512K | Buy |
+15,667
| New | +$512K | 0.18% | 68 |
|