JWM
Jackson Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
18,682
+770
| +4% | +$22.3K | 0.06% | 109 |
|
|
2025
Q1 | $507K | Buy |
+17,912
| New | +$507K | 0.06% | 111 |
|
|
2021
Q4 | – | Sell |
-25,000
| Closed | – | – | 123 |
|
|
2021
Q3 | $0 | Buy |
+25,000
| New | – | ﹤0.01% | 115 |
|
|
2018
Q4 | – | Sell |
-13,342
| Closed | -$448K | – | 101 |
|
|
2018
Q3 | $448K | Buy |
13,342
+559
| +4% | +$18.8K | 0.09% | 85 |
|
|
2018
Q2 | $387K | Buy |
+12,783
| New | +$387K | 0.09% | 86 |
|
|
2018
Q1 | – | Sell |
-17,692
| Closed | -$663K | – | 102 |
|
|
2017
Q4 | $663K | Buy |
17,692
+25
| +0.1% | +$937 | 0.17% | 86 |
|
|
2017
Q3 | $680K | Buy |
17,667
+4,004
| +29% | +$154K | 0.18% | 78 |
|
|
2017
Q2 | $531K | Buy |
+13,663
| New | +$531K | 0.17% | 69 |
|
|
2015
Q4 | – | Sell |
-4,824
| Closed | -$157K | – | 110 |
|
|
2015
Q3 | $157K | Buy |
+4,824
| New | +$157K | 0.06% | 100 |
|
|
2015
Q2 | – | Sell |
-6,327
| Closed | -$207K | – | 122 |
|
|
2015
Q1 | $207K | Sell |
6,327
-2,462
| -28% | -$80.5K | 0.07% | 110 |
|
|
2014
Q4 | $295K | Buy |
+8,789
| New | +$295K | 0.1% | 102 |
|