J.P. Morgan Private Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11M | Buy |
+731,584
| New | +$11M | 0.03% | 362 |
|
|
2023
Q2 | – | Sell |
-1,896,597
| Closed | -$36.5M | – | 1872 |
|
|
2023
Q1 | $36.5M | Buy |
1,896,597
+178,423
| +10% | +$3.43M | 0.08% | 226 |
|
|
2022
Q4 | $31.6M | Sell |
1,718,174
-233,387
| -12% | -$4.3M | 0.07% | 242 |
|
|
2022
Q3 | $29.9M | Buy |
1,951,561
+169,805
| +10% | +$2.6M | 0.08% | 228 |
|
|
2022
Q2 | $37.3M | Sell |
1,781,756
-568,185
| -24% | -$11.9M | 0.1% | 203 |
|
|
2022
Q1 | $41.9M | Buy |
2,349,941
+395,137
| +20% | +$7.05M | 0.09% | 213 |
|
|
2021
Q4 | $36.3M | Sell |
1,954,804
-610,802
| -24% | -$11.3M | 0.08% | 230 |
|
|
2021
Q3 | $52.3M | Sell |
2,565,606
-165,598
| -6% | -$3.38M | 0.13% | 173 |
|
|
2021
Q2 | $59.4M | Sell |
2,731,204
-533,976
| -16% | -$11.6M | 0.15% | 155 |
|
|
2021
Q1 | $74.7M | Sell |
3,265,180
-298,383
| -8% | -$6.82M | 0.24% | 105 |
|
|
2020
Q4 | $77.4M | Sell |
3,563,563
-455,350
| -11% | -$9.89M | 0.25% | 99 |
|
|
2020
Q3 | $86.5M | Buy |
4,018,913
+97,406
| +2% | +$2.1M | 0.34% | 70 |
|
|
2020
Q2 | $89.5M | Buy |
3,921,507
+470,095
| +14% | +$10.7M | 0.41% | 66 |
|
|
2020
Q1 | $76M | Buy |
3,451,412
+527,439
| +18% | +$11.6M | 0.43% | 61 |
|
|
2019
Q4 | $86.3M | Buy |
2,923,973
+301,902
| +12% | +$8.91M | 0.39% | 70 |
|
|
2019
Q3 | $74.9M | Buy |
2,622,071
+283,953
| +12% | +$8.12M | 0.39% | 67 |
|
|
2019
Q2 | $59.2M | Sell |
2,338,118
-88,708
| -4% | -$2.25M | 0.32% | 77 |
|
|
2019
Q1 | $57.5M | Buy |
2,426,826
+58,684
| +2% | +$1.39M | 0.3% | 81 |
|
|
2018
Q4 | $51M | Sell |
2,368,142
-344,800
| -13% | -$7.43M | 0.31% | 78 |
|
|
2018
Q3 | $68.8M | Buy |
2,712,942
+185,790
| +7% | +$4.71M | 0.34% | 74 |
|
|
2018
Q2 | $61.3M | Buy |
2,527,152
+145,836
| +6% | +$3.54M | 0.34% | 72 |
|
|
2018
Q1 | $64.1M | Sell |
2,381,316
-3,475
| -0.1% | -$93.6K | 0.43% | 55 |
|
|
2017
Q4 | $70M | Sell |
2,384,791
-91,456
| -4% | -$2.69M | 0.46% | 55 |
|
|
2017
Q3 | $73.3M | Buy |
2,476,247
+3,619
| +0.1% | +$107K | 0.53% | 48 |
|
|
2017
Q2 | $70.5M | Buy |
2,472,628
+27,910
| +1% | +$795K | 0.53% | 48 |
|
|
2017
Q1 | $76.7M | Buy |
2,444,718
+85,404
| +4% | +$2.68M | 0.59% | 43 |
|
|
2016
Q4 | $75.8M | Buy |
2,359,314
+16,174
| +0.7% | +$520K | 0.66% | 40 |
|
|
2016
Q3 | $71.9M | Buy |
2,343,140
+112,162
| +5% | +$3.44M | 0.67% | 40 |
|
|
2016
Q2 | $72.8M | Buy |
2,230,978
+629,253
| +39% | +$20.5M | 0.71% | 39 |
|
|
2016
Q1 | $47.4M | Sell |
1,601,725
-198,448
| -11% | -$5.87M | 0.45% | 57 |
|
|
2015
Q4 | $46.8M | Buy |
1,800,173
+471,024
| +35% | +$12.2M | 0.48% | 57 |
|
|
2015
Q3 | $32.7M | Buy |
1,329,149
+99,937
| +8% | +$2.46M | 0.41% | 71 |
|
|
2015
Q2 | $33M | Sell |
1,229,212
-837,761
| -41% | -$22.5M | 0.38% | 74 |
|
|
2015
Q1 | $51M | Buy |
2,066,973
+307,810
| +17% | +$7.59M | 0.58% | 46 |
|
|
2014
Q4 | $44.6M | Buy |
1,759,163
+651,985
| +59% | +$16.5M | 0.53% | 53 |
|
|
2014
Q3 | $29.5M | Buy |
1,107,178
+138,942
| +14% | +$3.7M | 0.38% | 70 |
|
|
2014
Q2 | $25.9M | Buy |
968,236
+30,261
| +3% | +$808K | 0.44% | 68 |
|
|
2014
Q1 | $24.8M | Sell |
937,975
-85,155
| -8% | -$2.26M | 0.45% | 61 |
|
|
2013
Q4 | $27.2M | Buy |
1,023,130
+95,865
| +10% | +$2.55M | 0.55% | 49 |
|
|
2013
Q3 | $23.7M | Buy |
927,265
+54,157
| +6% | +$1.38M | 0.54% | 51 |
|
|
2013
Q2 | $23.3M | Buy |
+873,108
| New | +$23.3M | 0.58% | 52 |
|