Darwin 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
$360K Buy
12,425
+454
+4% +$13.1K 0.12% 106
2025
Q1
$273K Hold
11,971
0.09% 117
2024
Q4
$273K Sell
11,971
-877
-7% -$20K 0.09% 117
2024
Q3
$283K Sell
12,848
-6
-0% -$132 0.08% 117
2024
Q2
$246K Sell
12,854
-583
-4% -$11.1K 0.12% 68
2024
Q1
$236K Sell
13,437
-796
-6% -$14K 0.07% 119
2023
Q4
$239K Sell
14,233
-562
-4% -$9.43K 0.06% 133
2023
Q3
$222K Buy
14,795
+103
+0.7% +$1.55K 0.06% 135
2023
Q2
$224K Buy
14,692
+1,890
+15% +$28.8K 0.06% 136
2023
Q1
$253K Sell
12,802
-2,769
-18% -$54.8K 0.07% 139
2022
Q4
$304K Sell
15,571
-1,068
-6% -$20.9K 0.08% 130
2022
Q3
$255K Sell
16,639
-317
-2% -$4.86K 0.06% 137
2022
Q2
$311K Sell
16,956
-9,067
-35% -$166K 0.06% 135
2022
Q1
$464K Sell
26,023
-1,177
-4% -$21K 0.08% 122
2021
Q4
$555K Sell
27,200
-3,306
-11% -$67.5K 0.09% 115
2021
Q3
$622K Sell
30,506
-3,056
-9% -$62.3K 0.1% 104
2021
Q2
$730K Sell
33,562
-6,463
-16% -$141K 0.12% 99
2021
Q1
$915K Sell
40,025
-6,696
-14% -$153K 0.16% 85
2020
Q4
$1.01M Sell
46,721
-10,453
-18% -$227K 0.19% 83
2020
Q3
$1.23M Sell
57,174
-62,779
-52% -$1.35M 0.27% 74
2020
Q2
$2.74M Buy
119,953
+4,087
+4% +$93.3K 0.7% 54
2020
Q1
$2.55M Buy
115,866
+1,731
+2% +$38.1K 0.81% 44
2019
Q4
$3.37M Buy
114,135
+5,121
+5% +$151K 0.9% 36
2019
Q3
$3.12M Buy
109,014
+6,162
+6% +$176K 0.92% 41
2019
Q2
$2.6M Buy
102,852
+2,097
+2% +$53.1K 0.81% 52
2019
Q1
$2.39M Buy
100,755
+9,461
+10% +$224K 0.79% 50
2018
Q4
$1.97M Buy
91,294
+7,277
+9% +$157K 1.37% 23
2018
Q3
$2.12M Buy
84,017
+25,954
+45% +$656K 1.19% 28
2018
Q2
$1.41M Buy
58,063
+20,345
+54% +$493K 0.92% 32
2018
Q1
$1.02M Buy
37,718
+7,788
+26% +$210K 0.74% 35
2017
Q4
$879K Buy
29,930
+5,890
+25% +$173K 0.38% 74
2017
Q3
$711K Sell
24,040
-229
-0.9% -$6.77K 0.69% 40
2017
Q2
$692K Sell
24,269
-2,232
-8% -$63.6K 0.38% 79
2017
Q1
$832K Buy
26,501
+874
+3% +$27.4K 0.48% 65
2016
Q4
$823K Buy
25,627
+952
+4% +$30.6K 0.55% 59
2016
Q3
$757K Buy
24,675
+475
+2% +$14.6K 0.58% 57
2016
Q2
$790K Buy
+24,200
New +$790K 0.67% 57