Glass Jacobson Investment Advisors’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Sell |
1,038
-17,635
| -94% | -$510K | 0.01% | 343 |
|
|
2025
Q1 | $425K | Hold |
18,673
| – | – | 0.14% | 164 |
|
|
2024
Q4 | $425K | Sell |
18,673
-183
| -1% | -$4.17K | 0.14% | 164 |
|
|
2024
Q3 | $415K | Sell |
18,856
-192
| -1% | -$4.22K | 0.14% | 157 |
|
|
2024
Q2 | $364K | Sell |
19,048
-3,672
| -16% | -$70.2K | 0.13% | 167 |
|
|
2024
Q1 | $400K | Sell |
22,720
-1,642
| -7% | -$28.9K | 0.15% | 151 |
|
|
2023
Q4 | $409K | Sell |
24,362
-783
| -3% | -$13.1K | 0.17% | 138 |
|
|
2023
Q3 | $378K | Sell |
25,145
-982
| -4% | -$14.7K | 0.17% | 141 |
|
|
2023
Q2 | $417K | Buy |
+26,127
| New | +$417K | 0.19% | 134 |
|
|
2022
Q4 | $532K | Buy |
+28,882
| New | +$532K | 0.26% | 112 |
|