Jeppson Wealth Management, LLC At&T Inc. Transaction History

Jeppson Wealth Management, LLC

$258 Million
Q1 2024

A detailed history of Jeppson Wealth Management, LLC transactions in At&T Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 202,563 shares of T stock, worth $3.87 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

202,563

Previous 206,553 1.93%

Holding current value

$3.87 Million

Previous $3.47 Million 2.89%

% of portfolio

1.38%

Previous 1.44%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$16.23 - $18.04 $64,757 - $71,979	-3,990 Reduced 1.93%	202,563 $3.57 Million
Q4 2023 Jan 11, 2024	BUY	$14.32 - $17.22 $360,076 - $432,996	25,145 Added 13.86%	206,553 $3.47 Million
Q3 2023 Oct 25, 2023	BUY	$13.45 - $16.12 $611,221 - $732,557	45,444 Added 33.42%	181,408 $2.72 Million
Q2 2023 Jul 31, 2023	SELL	$15.15 - $19.96 $1.31 Million - $1.73 Million	-86,611 Reduced 38.91%	135,964 $2.17 Million
Q1 2023 Apr 27, 2023	SELL	$18.13 - $20.42 $156,099 - $175,816	-8,610 Reduced 3.72%	222,575 $4.28 Million

Q4 2022 Jan 27, 2023	BUY	$14.76 - $19.3 $1.01 Million - $1.32 Million	68,459 Added 42.07%	231,185 $0
Q3 2022 Oct 20, 2022	BUY	$15.34 - $23.1 $803,463 - $1.21 Million	52,377 Added 47.46%	162,726 $2.5 Million
Q2 2022 Aug 03, 2022	BUY	$17.92 - $21.32 $770,327 - $916,482	42,987 Added 63.81%	110,349 $2.31 Million
Q1 2022 Apr 27, 2022	BUY	$17.29 - $20.63 $62,935 - $75,093	3,640 Added 5.71%	67,362 $1.59 Million
Q4 2021 Jan 19, 2022	SELL	$16.74 - $20.66 $800,540 - $988,002	-47,822 Reduced 42.87%	63,722 $1.57 Million
Q3 2021 Nov 17, 2021	BUY	$20.36 - $22.08 $339,869 - $368,581	16,693 Added 17.6%	111,544 $3.01 Million
Q2 2021 Jul 20, 2021	BUY	$21.64 - $24.65 $219,040 - $249,507	10,122 Added 11.95%	94,851 $2.73 Million
Q1 2021 May 19, 2021	SELL	$21.06 - $23.21 $182,379 - $200,998	-8,660 Reduced 9.27%	84,729 $2.56 Million
Q4 2020 Mar 05, 2021	BUY	$20.02 - $23.76 $415,294 - $492,877	20,744 Added 28.56%	93,389 $2.69 Million
Q3 2020 Nov 19, 2020	BUY	$21.05 - $23.03 $1.53 Million - $1.67 Million	72,645 New	72,645 $2.07 Million

Others Institutions Holding T

# of Institutions

2,646

Shares Held

3.97B

Call Options Held

51.6M

Put Options Held

40.5M

View Full List

About AT&T INC.

Ticker T
Exchange NYSE
Sector Communication Services
Industry Telecom Services
Shares Outstandng 7,126,000,128
Market Cap $136B
Description
AT&T Inc. provides telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, and carrying cases and hands-free devices through its own company-owned stores, agents, and third-party retail...

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Jeppson Wealth Management, LLC At&T Inc. Transaction History