KJWM
Kiley Juergens Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
32,366
+18
| +0.1% | +$521 | 0.22% | 57 |
|
|
2025
Q1 | $915K | Buy |
32,348
+243
| +0.8% | +$6.87K | 0.24% | 55 |
|
|
2024
Q4 | $731K | Sell |
32,105
-1,164
| -3% | -$26.5K | 0.18% | 59 |
|
|
2024
Q3 | $732K | Sell |
33,269
-8,575
| -20% | -$189K | 0.19% | 59 |
|
|
2024
Q2 | $800K | Buy |
41,844
+234
| +0.6% | +$4.47K | 0.22% | 53 |
|
|
2024
Q1 | $732K | Sell |
41,610
-632
| -1% | -$11.1K | 0.23% | 55 |
|
|
2023
Q4 | $709K | Sell |
42,242
-1,911
| -4% | -$32.1K | 0.24% | 50 |
|
|
2023
Q3 | $663K | Sell |
44,153
-1,949
| -4% | -$29.3K | 0.24% | 57 |
|
|
2023
Q2 | $735K | Sell |
46,102
-14,464
| -24% | -$231K | 0.25% | 54 |
|
|
2023
Q1 | $1.17M | Buy |
60,566
+6,451
| +12% | +$124K | 0.44% | 44 |
|
|
2022
Q4 | $996K | Sell |
54,115
-1,198
| -2% | -$22.1K | 0.42% | 47 |
|
|
2022
Q3 | $848K | Buy |
55,313
+4,725
| +9% | +$72.4K | 0.4% | 47 |
|
|
2022
Q2 | $1.06M | Buy |
50,588
+19,365
| +62% | +$406K | 0.5% | 41 |
|
|
2022
Q1 | $738K | Sell |
31,223
-19,323
| -38% | -$457K | 0.36% | 43 |
|
|
2021
Q4 | $1.24M | Sell |
50,546
-2,341
| -4% | -$57.6K | 0.47% | 38 |
|
|
2021
Q3 | $1.43M | Sell |
52,887
-1,854
| -3% | -$50.1K | 0.63% | 32 |
|
|
2021
Q2 | $1.58M | Buy |
54,741
+10,521
| +24% | +$303K | 0.72% | 31 |
|
|
2021
Q1 | $1.34M | Buy |
44,220
+1,231
| +3% | +$37.2K | 0.7% | 31 |
|
|
2020
Q4 | $1.24M | Buy |
42,989
+2,200
| +5% | +$63.3K | 0.73% | 28 |
|
|
2020
Q3 | $1.16M | Sell |
40,789
-4,955
| -11% | -$141K | 0.85% | 27 |
|
|
2020
Q2 | $1.38M | Buy |
45,744
+2,583
| +6% | +$78K | 1.15% | 22 |
|
|
2020
Q1 | $1.26M | Buy |
43,161
+6,315
| +17% | +$184K | 1.3% | 20 |
|
|
2019
Q4 | $1.44M | Buy |
36,846
+2,200
| +6% | +$85.9K | 1.26% | 21 |
|
|
2019
Q3 | $1.31M | Buy |
34,646
+618
| +2% | +$23.4K | 1.43% | 18 |
|
|
2019
Q2 | $1.14M | Buy |
34,028
+263
| +0.8% | +$8.81K | 1.28% | 22 |
|
|
2019
Q1 | $1.06M | Sell |
33,765
-163
| -0.5% | -$5.11K | 1.32% | 21 |
|
|
2018
Q4 | $968K | Sell |
33,928
-506
| -1% | -$14.4K | 1.36% | 20 |
|
|
2018
Q3 | $1.16M | Sell |
34,434
-657
| -2% | -$22.1K | 0.86% | 21 |
|
|
2018
Q2 | $1.13M | Buy |
35,091
+5,276
| +18% | +$169K | 1.01% | 20 |
|
|
2018
Q1 | $1.06M | Sell |
29,815
-2,160
| -7% | -$76.9K | 1.15% | 20 |
|
|
2017
Q4 | $1.24M | Buy |
+31,975
| New | +$1.24M | 1.12% | 18 |
|