JWA
JFS Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
64,068
-5,425
| -8% | -$157K | 0.12% | 105 |
|
|
2025
Q1 | $1.97M | Sell |
69,493
-2,225
| -3% | -$62.9K | 0.13% | 96 |
|
|
2024
Q4 | $1.63M | Sell |
71,718
-914
| -1% | -$20.8K | 0.11% | 105 |
|
|
2024
Q3 | $1.6M | Buy |
72,632
+37,821
| +109% | +$832K | 0.11% | 110 |
|
|
2024
Q2 | $665K | Buy |
34,811
+3,148
| +10% | +$60.2K | 0.05% | 140 |
|
|
2024
Q1 | $557K | Buy |
31,663
+643
| +2% | +$11.3K | 0.04% | 151 |
|
|
2023
Q4 | $521K | Sell |
31,020
-6,838
| -18% | -$115K | 0.04% | 148 |
|
|
2023
Q3 | $569K | Buy |
37,858
+723
| +2% | +$10.9K | 0.05% | 142 |
|
|
2023
Q2 | $592K | Sell |
37,135
-1,251
| -3% | -$20K | 0.05% | 140 |
|
|
2023
Q1 | $739K | Sell |
38,386
-6,385
| -14% | -$123K | 0.07% | 127 |
|
|
2022
Q4 | $824K | Buy |
44,771
+6,973
| +18% | +$128K | 0.08% | 119 |
|
|
2022
Q3 | $580K | Buy |
37,798
+2,684
| +8% | +$41.2K | 0.06% | 140 |
|
|
2022
Q2 | $736K | Buy |
35,114
+2,247
| +7% | +$47.1K | 0.08% | 119 |
|
|
2022
Q1 | $776K | Sell |
32,867
-8,419
| -20% | -$199K | 0.07% | 130 |
|
|
2021
Q4 | $1.02M | Buy |
41,286
+12,978
| +46% | +$319K | 0.1% | 119 |
|
|
2021
Q3 | $765K | Sell |
28,308
-13,871
| -33% | -$375K | 0.08% | 125 |
|
|
2021
Q2 | $1.21M | Sell |
42,179
-533
| -1% | -$15.3K | 0.18% | 80 |
|
|
2021
Q1 | $1.29M | Sell |
42,712
-2,026
| -5% | -$61.3K | 0.26% | 68 |
|
|
2020
Q4 | $1.29M | Buy |
44,738
+5,422
| +14% | +$156K | 0.27% | 70 |
|
|
2020
Q3 | $1.12M | Buy |
39,316
+5,981
| +18% | +$171K | 0.27% | 69 |
|
|
2020
Q2 | $1.01M | Buy |
33,335
+2,707
| +9% | +$81.9K | 0.26% | 69 |
|
|
2020
Q1 | $893K | Buy |
30,628
+3,822
| +14% | +$111K | 0.27% | 66 |
|
|
2019
Q4 | $1.05M | Sell |
26,806
-4,352
| -14% | -$170K | 0.26% | 72 |
|
|
2019
Q3 | $1.18M | Sell |
31,158
-2,354
| -7% | -$89.1K | 0.3% | 62 |
|
|
2019
Q2 | $1.12M | Sell |
33,512
-7,569
| -18% | -$254K | 0.28% | 65 |
|
|
2019
Q1 | $1.29M | Sell |
41,081
-5,024
| -11% | -$158K | 0.34% | 57 |
|
|
2018
Q4 | $1.32M | Buy |
46,105
+3,261
| +8% | +$93.1K | 0.35% | 59 |
|
|
2018
Q3 | $1.44M | Sell |
42,844
-801
| -2% | -$26.9K | 0.37% | 54 |
|
|
2018
Q2 | $1.4M | Buy |
43,645
+12,029
| +38% | +$386K | 0.37% | 53 |
|
|
2018
Q1 | $1.13M | Sell |
31,616
-134
| -0.4% | -$4.78K | 0.3% | 59 |
|
|
2017
Q4 | $1.23M | Sell |
31,750
-950
| -3% | -$36.9K | 0.3% | 59 |
|
|
2017
Q3 | $1.28M | Buy |
32,700
+2,318
| +8% | +$90.8K | 0.33% | 59 |
|
|
2017
Q2 | $1.15M | Buy |
30,382
+355
| +1% | +$13.4K | 0.31% | 58 |
|
|
2017
Q1 | $1.28M | Hold |
30,027
| – | – | 0.35% | 62 |
|
|
2016
Q4 | $1.28M | Sell |
30,027
-123
| -0.4% | -$5.23K | 0.35% | 62 |
|
|
2016
Q3 | $1.22M | Sell |
30,150
-6,384
| -17% | -$259K | 0.35% | 62 |
|
|
2016
Q2 | $1.58M | Buy |
36,534
+6,978
| +24% | +$302K | 0.44% | 55 |
|
|
2016
Q1 | $1.16M | Sell |
29,556
-18
| -0.1% | -$705 | 0.34% | 61 |
|
|
2015
Q4 | $1.02M | Buy |
29,574
+676
| +2% | +$23.3K | 0.29% | 65 |
|
|
2015
Q3 | $942K | Sell |
28,898
-1,775
| -6% | -$57.9K | 0.41% | 55 |
|
|
2015
Q2 | $1.09M | Buy |
30,673
+394
| +1% | +$14K | 0.56% | 43 |
|
|
2015
Q1 | $989K | Buy |
30,279
+1,059
| +4% | +$34.6K | 0.46% | 44 |
|
|
2014
Q4 | $981K | Sell |
29,220
-101
| -0.3% | -$3.39K | 0.16% | 34 |
|
|
2014
Q3 | $1.03M | Sell |
29,321
-163
| -0.6% | -$5.74K | 0.18% | 31 |
|
|
2014
Q2 | $1.04M | Sell |
29,484
-1,468
| -5% | -$51.9K | 0.19% | 31 |
|
|
2014
Q1 | $1.09M | Sell |
30,952
-1,600
| -5% | -$56.1K | 0.6% | 33 |
|
|
2013
Q4 | $1.15M | Buy |
32,552
+4,297
| +15% | +$151K | 0.5% | 39 |
|
|
2013
Q3 | $956K | Buy |
28,255
+891
| +3% | +$30.1K | 0.45% | 42 |
|
|
2013
Q2 | $969K | Buy |
+27,364
| New | +$969K | 0.49% | 44 |
|