CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Sell |
32,342
-347
| -1% | -$9.54K | 0.32% | 67 |
|
|
2025
Q1 | $883K | Sell |
32,689
-125
| -0.4% | -$3.38K | 0.36% | 60 |
|
|
2024
Q4 | $803K | Sell |
32,814
-522
| -2% | -$12.8K | 0.3% | 72 |
|
|
2024
Q3 | $731K | Sell |
33,336
-542
| -2% | -$11.9K | 0.28% | 78 |
|
|
2024
Q2 | $643K | Sell |
33,878
-997
| -3% | -$18.9K | 0.25% | 82 |
|
|
2024
Q1 | $578K | Sell |
34,875
-1,517
| -4% | -$25.2K | 0.24% | 81 |
|
|
2023
Q4 | $607K | Sell |
36,392
-2,045
| -5% | -$34.1K | 0.25% | 79 |
|
|
2023
Q3 | $584K | Sell |
38,437
-255
| -0.7% | -$3.87K | 0.27% | 77 |
|
|
2023
Q2 | $542K | Sell |
38,692
-13,259
| -26% | -$186K | 0.24% | 84 |
|
|
2023
Q1 | $885K | Buy |
51,951
+269
| +0.5% | +$4.58K | 0.4% | 63 |
|
|
2022
Q4 | $1.03M | Buy |
51,682
+11,937
| +30% | +$238K | 0.45% | 56 |
|
|
2022
Q3 | $680K | Buy |
39,745
+336
| +0.9% | +$5.75K | 0.32% | 76 |
|
|
2022
Q2 | $820K | Buy |
39,409
+600
| +2% | +$12.5K | 0.38% | 70 |
|
|
2022
Q1 | $937K | Buy |
38,809
+273
| +0.7% | +$6.59K | 0.38% | 71 |
|
|
2021
Q4 | $1.02M | Sell |
38,536
-25,064
| -39% | -$663K | 0.43% | 64 |
|
|
2021
Q3 | $1.58M | Sell |
63,600
-866
| -1% | -$21.5K | 0.64% | 45 |
|
|
2021
Q2 | $1.83M | Sell |
64,466
-6,304
| -9% | -$179K | 0.79% | 36 |
|
|
2021
Q1 | $2.18M | Buy |
70,770
+8,770
| +14% | +$270K | 0.97% | 30 |
|
|
2020
Q4 | $1.8M | Sell |
62,000
-7,955
| -11% | -$230K | 0.88% | 31 |
|
|
2020
Q3 | $2.01M | Buy |
69,955
+5,859
| +9% | +$168K | 1.05% | 28 |
|
|
2020
Q2 | $1.9M | Buy |
64,096
+12,889
| +25% | +$381K | 1.08% | 29 |
|
|
2020
Q1 | $1.61M | Buy |
51,207
+6,838
| +15% | +$215K | 0.99% | 29 |
|
|
2019
Q4 | $1.7M | Sell |
44,369
-2,933
| -6% | -$112K | 0.96% | 31 |
|
|
2019
Q3 | $1.77M | Sell |
47,302
-596
| -1% | -$22.3K | 1.09% | 27 |
|
|
2019
Q2 | $1.59M | Sell |
47,898
-247
| -0.5% | -$8.22K | 0.96% | 30 |
|
|
2019
Q1 | $1.51M | Buy |
48,145
+20,971
| +77% | +$658K | 0.95% | 29 |
|
|
2018
Q4 | $775K | Buy |
27,174
+3,474
| +15% | +$99.1K | 0.55% | 49 |
|
|
2018
Q3 | $795K | Buy |
23,700
+4,043
| +21% | +$136K | 0.49% | 51 |
|
|
2018
Q2 | $621K | Buy |
19,657
+1,160
| +6% | +$36.6K | 0.4% | 59 |
|
|
2018
Q1 | $657K | Sell |
18,497
-7,150
| -28% | -$254K | 0.44% | 56 |
|
|
2017
Q4 | $997K | Buy |
25,647
+4,100
| +19% | +$159K | 0.62% | 45 |
|
|
2017
Q3 | $843K | Buy |
21,547
+2,245
| +12% | +$87.8K | 0.54% | 53 |
|
|
2017
Q2 | $728K | Buy |
19,302
+6,900
| +56% | +$260K | 0.49% | 56 |
|
|
2017
Q1 | $515K | Buy |
+12,402
| New | +$515K | 0.36% | 62 |
|
|
2016
Q2 | – | Sell |
-39,807
| Closed | -$1.56M | – | 80 |
|
|
2016
Q1 | $1.56M | Sell |
39,807
-13,683
| -26% | -$536K | 1.27% | 24 |
|
|
2015
Q4 | $1.84M | Buy |
53,490
+1,464
| +3% | +$50.3K | 1.58% | 18 |
|
|
2015
Q3 | $1.7M | Buy |
52,026
+1,786
| +4% | +$58.2K | 1.65% | 18 |
|
|
2015
Q2 | $1.79M | Sell |
50,240
-934
| -2% | -$33.2K | 1.67% | 20 |
|
|
2015
Q1 | $1.67M | Buy |
51,174
+252
| +0.5% | +$8.22K | 1.67% | 20 |
|
|
2014
Q4 | $1.71M | Sell |
50,922
-4,473
| -8% | -$150K | 1.51% | 14 |
|
|
2014
Q3 | $1.94M | Buy |
55,395
+2,673
| +5% | +$93.8K | 2.23% | 10 |
|
|
2014
Q2 | $1.86M | Sell |
52,722
-3,275
| -6% | -$116K | 2.4% | 11 |
|
|
2014
Q1 | $1.96M | Buy |
55,997
+6,316
| +13% | +$221K | 2.55% | 10 |
|
|
2013
Q4 | $1.75M | Buy |
49,681
+4,824
| +11% | +$170K | 2.46% | 10 |
|
|
2013
Q3 | $1.52M | Buy |
44,857
+18,217
| +68% | +$616K | 2.43% | 14 |
|
|
2013
Q2 | $943K | Buy |
+26,640
| New | +$943K | 1.51% | 22 |
|