MWP

Moller Wealth Partners’s AT&T T Stock Holding History

Moller Wealth Partners’s Portfolio T Stock Details T Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Buy	8,752 +45	+0.5%	+$1.3K	0.06%	63
2025 Q1	$246K	Buy	+8,707	New	+$246K	0.06%	62
2021 Q4	–	Sell	-7,940	Closed	-$214K	–	50
2021 Q3	$214K	Hold	7,940	–	–	0.07%	45
2021 Q2	$229K	Sell	7,940 -650	-8%	-$18.7K	0.08%	46
2021 Q1	$260K	Buy	8,590 +614	+8%	+$18.6K	0.09%	42
2020 Q4	$229K	Buy	7,976 +36	+0.5%	+$1.03K	0.09%	45
2020 Q3	$226K	Sell	7,940 -8,967	-53%	-$255K	0.1%	37
2020 Q2	$511K	Sell	16,907 -1,450	-8%	-$43.8K	0.22%	33
2020 Q1	$535K	Hold	18,357	–	–	0.28%	32
2019 Q4	$717K	Hold	18,357	–	–	0.32%	33
2019 Q3	$695K	Buy	18,357 +200	+1%	+$7.57K	0.34%	32
2019 Q2	$608K	Hold	18,157	–	–	0.31%	34
2019 Q1	$569K	Sell	18,157 -107	-0.6%	-$3.35K	0.26%	34
2018 Q4	$559K	Buy	18,264 +107	+0.6%	+$3.28K	0.36%	39
2018 Q3	$610K	Hold	18,157	–	–	0.27%	27
2018 Q2	$583K	Hold	18,157	–	–	0.23%	29
2018 Q1	$647K	Sell	18,157 -372	-2%	-$13.3K	0.28%	28
2017 Q4	$720K	Buy	18,529 +462	+3%	+$18K	0.27%	27
2017 Q3	$708K	Hold	18,067	–	–	0.27%	28
2017 Q2	$682K	Hold	18,067	–	–	0.29%	27
2017 Q1	$751K	Hold	18,067	–	–	0.33%	29
2016 Q4	$768K	Hold	18,067	–	–	0.38%	27
2016 Q3	$734K	Hold	18,067	–	–	0.34%	29
2016 Q2	$781K	Hold	18,067	–	–	0.38%	28
2016 Q1	$708K	Sell	18,067 -170	-0.9%	-$6.66K	0.42%	27
2015 Q4	$628K	Sell	18,237 -7	-0%	-$241	0.35%	27
2015 Q3	$594K	Buy	18,244 +7	+0%	+$228	0.55%	24
2015 Q2	$648K	Sell	18,237 -7	-0%	-$249	0.29%	30
2015 Q1	$596K	Sell	18,244 -474	-3%	-$15.5K	0.28%	32
2014 Q4	$625K	Sell	18,718 -163	-0.9%	-$5.44K	0.31%	30
2014 Q3	$643K	Buy	18,881 +137	+0.7%	+$4.67K	0.3%	33
2014 Q2	$663K	Sell	18,744 -1,933	-9%	-$68.4K	0.3%	35
2014 Q1	$725K	Hold	20,677	–	–	0.37%	32
2013 Q4	$727K	Buy	20,677 +170	+0.8%	+$5.98K	0.39%	32
2013 Q3	$693K	Sell	20,507 -193	-0.9%	-$6.52K	0.44%	32
2013 Q2	$733K	Buy	+20,700	New	+$733K	0.54%	31