Jeppson Wealth Management’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 | $5.61M | Sell |
193,820
-1,093
| -0.6% | -$31.6K | 1.94% | 11 |
|
|
2025
Q1 | $5.51M | Sell |
194,913
-2,636
| -1% | -$74.5K | 2.02% | 8 |
|
|
2024
Q4 | $4.5M | Sell |
197,549
-281
| -0.1% | -$6.4K | 1.63% | 11 |
|
|
2024
Q3 | $4.35M | Sell |
197,830
-1,654
| -0.8% | -$36.4K | 1.56% | 12 |
|
|
2024
Q2 | $3.81M | Sell |
199,484
-3,079
| -2% | -$58.8K | 1.45% | 12 |
|
|
2024
Q1 | $3.57M | Sell |
202,563
-3,990
| -2% | -$70.2K | 1.38% | 11 |
|
|
2023
Q4 | $3.47M | Buy |
206,553
+25,145
| +14% | +$422K | 1.44% | 11 |
|
|
2023
Q3 | $2.72M | Buy |
181,408
+45,444
| +33% | +$683K | 1.25% | 17 |
|
|
2023
Q2 | $2.17M | Sell |
135,964
-86,611
| -39% | -$1.38M | 0.94% | 23 |
|
|
2023
Q1 | $4.28M | Sell |
222,575
-8,610
| -4% | -$166K | 1.87% | 7 |
|
|
2022
Q4 | $4.26M | Buy |
231,185
+68,459
| +42% | +$1.26M | 1.79% | 6 |
|
|
2022
Q3 | $2.5M | Buy |
162,726
+52,377
| +47% | +$803K | 1.13% | 16 |
|
|
2022
Q2 | $2.31M | Buy |
110,349
+21,162
| +24% | +$444K | 0.99% | 20 |
|
|
2022
Q1 | $1.59M | Buy |
89,187
+4,819
| +6% | +$86K | 0.74% | 30 |
|
|
2021
Q4 | $1.57M | Sell |
84,368
-63,316
| -43% | -$1.18M | 0.76% | 25 |
|
|
2021
Q3 | $3.01M | Buy |
147,684
+22,101
| +18% | +$451K | 1.57% | 12 |
|
|
2021
Q2 | $2.73M | Buy |
125,583
+13,402
| +12% | +$291K | 1.49% | 13 |
|
|
2021
Q1 | $2.56M | Sell |
112,181
-11,466
| -9% | -$262K | 1.52% | 11 |
|
|
2020
Q4 | $2.69M | Buy |
123,647
+27,465
| +29% | +$597K | 1.79% | 9 |
|
|
2020
Q3 | $2.07M | Buy |
+96,182
| New | +$2.07M | 1.62% | 7 |
|