JWM
JGP Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
7,225
-152
| -2% | -$4.4K | 0.03% | 193 |
|
|
2025
Q1 | $209K | Buy |
+7,377
| New | +$209K | 0.03% | 181 |
|
|
2022
Q2 | – | Sell |
-9,284
| Closed | -$224K | – | 159 |
|
|
2022
Q1 | $224K | Sell |
9,284
-1,179
| -11% | -$28.4K | 0.04% | 153 |
|
|
2021
Q4 | $274K | Sell |
10,463
-1,875
| -15% | -$49.1K | 0.05% | 147 |
|
|
2021
Q3 | $333K | Sell |
12,338
-268
| -2% | -$7.23K | 0.07% | 119 |
|
|
2021
Q2 | $363K | Sell |
12,606
-156,733
| -93% | -$4.51M | 0.08% | 119 |
|
|
2021
Q1 | $5.13M | Buy |
169,339
+3,386
| +2% | +$102K | 1.15% | 32 |
|
|
2020
Q4 | $4.79M | Buy |
165,953
+8,739
| +6% | +$252K | 1.11% | 32 |
|
|
2020
Q3 | $4.53M | Buy |
157,214
+8,102
| +5% | +$233K | 1.2% | 31 |
|
|
2020
Q2 | $4.54M | Buy |
149,112
+7,152
| +5% | +$218K | 1.34% | 28 |
|
|
2020
Q1 | $4.24M | Buy |
141,960
+264
| +0.2% | +$7.89K | 1.5% | 27 |
|
|
2019
Q4 | $5.54M | Buy |
141,696
+9,462
| +7% | +$370K | 1.64% | 20 |
|
|
2019
Q3 | $4.9M | Buy |
132,234
+2,036
| +2% | +$75.5K | 1.7% | 15 |
|
|
2019
Q2 | $4.36M | Buy |
130,198
+3,373
| +3% | +$113K | 1.55% | 20 |
|
|
2019
Q1 | $3.98M | Buy |
126,825
+56,596
| +81% | +$1.77M | 1.51% | 23 |
|
|
2018
Q4 | $2M | Sell |
70,229
-34,603
| -33% | -$987K | 0.83% | 52 |
|
|
2018
Q3 | $3.52M | Buy |
104,832
+915
| +0.9% | +$30.8K | 1.41% | 24 |
|
|
2018
Q2 | $3.34M | Buy |
+103,917
| New | +$3.34M | 1.39% | 25 |
|