JWM
Janiczek Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $85.1K | Buy |
4,455
+80
| +2% | +$1.53K | 0.02% | 311 |
|
|
2024
Q1 | $77K | Sell |
4,375
-857
| -16% | -$15.1K | 0.02% | 338 |
|
|
2023
Q4 | $87.8K | Buy |
5,232
+2,819
| +117% | +$47.3K | 0.02% | 286 |
|
|
2023
Q3 | $36.2K | Sell |
2,413
-585
| -20% | -$8.79K | 0.01% | 417 |
|
|
2023
Q2 | $47.8K | Sell |
2,998
-6,576
| -69% | -$105K | 0.01% | 327 |
|
|
2023
Q1 | $191K | Sell |
9,574
-1,623
| -14% | -$32.4K | 0.05% | 122 |
|
|
2022
Q4 | $218K | Buy |
11,197
+2,893
| +35% | +$56.3K | 0.06% | 111 |
|
|
2022
Q3 | $124K | Sell |
8,304
-5,107
| -38% | -$76.3K | 0.04% | 164 |
|
|
2022
Q2 | $253K | Buy |
13,411
+2,765
| +26% | +$52.2K | 0.08% | 83 |
|
|
2022
Q1 | $251K | Buy |
10,646
+3,029
| +40% | +$71.4K | 0.07% | 88 |
|
|
2021
Q4 | $187K | Buy |
7,617
+2,410
| +46% | +$59.2K | 0.06% | 116 |
|
|
2021
Q3 | $141K | Sell |
5,207
-3,048
| -37% | -$82.5K | 0.05% | 131 |
|
|
2021
Q2 | $238K | Sell |
8,255
-326
| -4% | -$9.4K | 0.09% | 67 |
|
|
2021
Q1 | $260K | Buy |
8,581
+2,334
| +37% | +$70.7K | 0.1% | 54 |
|
|
2020
Q4 | $180K | Buy |
6,247
+3,067
| +96% | +$88.4K | 0.09% | 64 |
|
|
2020
Q3 | $91K | Buy |
3,180
+963
| +43% | +$27.6K | 0.05% | 72 |
|
|
2020
Q2 | $67K | Buy |
2,217
+1,507
| +212% | +$45.5K | 0.04% | 72 |
|
|
2020
Q1 | $21K | Hold |
710
| – | – | 0.01% | 88 |
|
|
2019
Q4 | $28K | Hold |
710
| – | – | 0.01% | 85 |
|
|
2019
Q3 | $27K | Buy |
+710
| New | +$27K | 0.01% | 88 |
|
|
2019
Q2 | – | Sell |
-14,076
| Closed | -$441K | – | 201 |
|
|
2019
Q1 | $441K | Hold |
14,076
| – | – | 0.21% | 27 |
|
|
2018
Q4 | $402K | Hold |
14,076
| – | – | 0.2% | 27 |
|
|
2018
Q3 | $473K | Hold |
14,076
| – | – | 0.25% | 23 |
|
|
2018
Q2 | $452K | Hold |
14,076
| – | – | 0.24% | 24 |
|
|
2018
Q1 | $502K | Hold |
14,076
| – | – | 0.28% | 20 |
|
|
2017
Q4 | $547K | Hold |
14,076
| – | – | 0.3% | 17 |
|
|
2017
Q3 | $551K | Hold |
14,076
| – | – | 0.31% | 19 |
|
|
2017
Q2 | $531K | Sell |
14,076
-6,364
| -31% | -$240K | 0.31% | 17 |
|
|
2017
Q1 | $849K | Buy |
20,440
+88
| +0.4% | +$3.66K | 0.49% | 14 |
|
|
2016
Q4 | $866K | Buy |
+20,352
| New | +$866K | 0.39% | 12 |
|