MWM
Modera Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
55,590
+140
| +0.3% | +$4.05K | 0.02% | 284 |
|
|
2025
Q1 | $1.57M | Buy |
55,450
+1,368
| +3% | +$38.7K | 0.02% | 271 |
|
|
2024
Q4 | $1.23M | Sell |
54,082
-2,793
| -5% | -$63.6K | 0.01% | 297 |
|
|
2024
Q3 | $1.25M | Buy |
56,875
+10,654
| +23% | +$234K | 0.02% | 276 |
|
|
2024
Q2 | $883K | Buy |
46,221
+1,180
| +3% | +$22.6K | 0.01% | 309 |
|
|
2024
Q1 | $793K | Buy |
45,041
+2,419
| +6% | +$42.6K | 0.01% | 327 |
|
|
2023
Q4 | $715K | Sell |
42,622
-659
| -2% | -$11.1K | 0.01% | 326 |
|
|
2023
Q3 | $650K | Sell |
43,281
-5,630
| -12% | -$84.6K | 0.01% | 327 |
|
|
2023
Q2 | $780K | Buy |
48,911
+19,945
| +69% | +$318K | 0.01% | 316 |
|
|
2023
Q1 | $558K | Buy |
28,966
+562
| +2% | +$10.8K | 0.02% | 204 |
|
|
2022
Q4 | $523K | Buy |
28,404
+1,329
| +5% | +$24.5K | 0.02% | 206 |
|
|
2022
Q3 | $415K | Sell |
27,075
-3,742
| -12% | -$57.4K | 0.02% | 207 |
|
|
2022
Q2 | $646K | Sell |
30,817
-4,255
| -12% | -$89.2K | 0.03% | 176 |
|
|
2022
Q1 | $829K | Sell |
35,072
-57,833
| -62% | -$1.37M | 0.04% | 165 |
|
|
2021
Q4 | $2.29M | Buy |
92,905
+67,490
| +266% | +$1.66M | 0.09% | 111 |
|
|
2021
Q3 | $686K | Sell |
25,415
-383
| -1% | -$10.3K | 0.04% | 130 |
|
|
2021
Q2 | $742K | Buy |
25,798
+645
| +3% | +$18.6K | 0.04% | 123 |
|
|
2021
Q1 | $761K | Sell |
25,153
-10,110
| -29% | -$306K | 0.05% | 113 |
|
|
2020
Q4 | $1.01M | Sell |
35,263
-1,430
| -4% | -$41.1K | 0.08% | 90 |
|
|
2020
Q3 | $1.05M | Sell |
36,693
-2,205
| -6% | -$62.9K | 0.16% | 53 |
|
|
2020
Q2 | $1.18M | Sell |
38,898
-1,496
| -4% | -$45.2K | 0.19% | 49 |
|
|
2020
Q1 | $1.18M | Buy |
40,394
+717
| +2% | +$20.9K | 0.25% | 46 |
|
|
2019
Q4 | $1.55M | Buy |
39,677
+4,974
| +14% | +$194K | 0.24% | 37 |
|
|
2019
Q3 | $1.31M | Buy |
34,703
+1,120
| +3% | +$42.4K | 0.22% | 39 |
|
|
2019
Q2 | $1.13M | Sell |
33,583
-5,953
| -15% | -$199K | 0.21% | 45 |
|
|
2019
Q1 | $1.24M | Buy |
39,536
+6,618
| +20% | +$208K | 0.23% | 40 |
|
|
2018
Q4 | $939K | Sell |
32,918
-6,934
| -17% | -$198K | 0.19% | 48 |
|
|
2018
Q3 | $1.34M | Sell |
39,852
-2,050
| -5% | -$68.8K | 0.27% | 37 |
|
|
2018
Q2 | $1.35M | Buy |
41,902
+2,288
| +6% | +$73.4K | 0.28% | 32 |
|
|
2018
Q1 | $1.41M | Buy |
39,614
+3,574
| +10% | +$127K | 0.29% | 31 |
|
|
2017
Q4 | $1.4M | Sell |
36,040
-261
| -0.7% | -$10.1K | 0.3% | 29 |
|
|
2017
Q3 | $1.42M | Sell |
36,301
-4,609
| -11% | -$181K | 0.32% | 30 |
|
|
2017
Q2 | $1.54M | Sell |
40,910
-232
| -0.6% | -$8.76K | 0.38% | 26 |
|
|
2017
Q1 | $1.71M | Sell |
41,142
-1,352
| -3% | -$56.2K | 0.43% | 24 |
|
|
2016
Q4 | $1.81M | Buy |
42,494
+1,164
| +3% | +$49.5K | 0.61% | 17 |
|
|
2016
Q3 | $1.68M | Sell |
41,330
-80
| -0.2% | -$3.25K | 0.56% | 21 |
|
|
2016
Q2 | $1.79M | Sell |
41,410
-8,711
| -17% | -$376K | 0.63% | 18 |
|
|
2016
Q1 | $1.96M | Sell |
50,121
-1,170
| -2% | -$45.8K | 0.69% | 18 |
|
|
2015
Q4 | $1.77M | Buy |
51,291
+16,429
| +47% | +$565K | 0.7% | 16 |
|
|
2015
Q3 | $1.14M | Buy |
34,862
+584
| +2% | +$19K | 0.47% | 19 |
|
|
2015
Q2 | $1.22M | Sell |
34,278
-1,148
| -3% | -$40.8K | 0.48% | 20 |
|
|
2015
Q1 | $1.16M | Sell |
35,426
-2,967
| -8% | -$96.8K | 0.45% | 24 |
|
|
2014
Q4 | $1.29M | Sell |
38,393
-6,353
| -14% | -$213K | 0.5% | 27 |
|
|
2014
Q3 | $1.58M | Buy |
44,746
+1,893
| +4% | +$66.7K | 0.67% | 18 |
|
|
2014
Q2 | $1.52M | Sell |
42,853
-2,153
| -5% | -$76.1K | 0.69% | 19 |
|
|
2014
Q1 | $1.58M | Buy |
45,006
+2,745
| +6% | +$96.2K | 0.63% | 18 |
|
|
2013
Q4 | $1.49M | Buy |
42,261
+6,359
| +18% | +$224K | 0.56% | 21 |
|
|
2013
Q3 | $1.21M | Buy |
35,902
+6,397
| +22% | +$216K | 0.58% | 19 |
|
|
2013
Q2 | $1.04M | Buy |
+29,505
| New | +$1.04M | 0.54% | 20 |
|