DWM
Destination Wealth Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
+10,659
| New | +$308K | 0.01% | 209 |
|
|
2024
Q4 | – | Sell |
-10,902
| Closed | -$240K | – | 235 |
|
|
2024
Q3 | $240K | Buy |
+10,902
| New | +$240K | 0.01% | 209 |
|
|
2023
Q2 | – | Sell |
-11,780
| Closed | -$227K | – | 209 |
|
|
2023
Q1 | $227K | Buy |
+11,780
| New | +$227K | 0.01% | 191 |
|
|
2022
Q4 | – | Sell |
-15,879
| Closed | -$244K | – | 209 |
|
|
2022
Q3 | $244K | Sell |
15,879
-78
| -0.5% | -$1.2K | 0.01% | 172 |
|
|
2022
Q2 | $334K | Buy |
15,957
+1,140
| +8% | -$76.6K | 0.01% | 162 |
|
|
2022
Q1 | $350K | Buy |
+14,817
| New | +$350K | 0.01% | 151 |
|
|
2021
Q4 | – | Sell |
-11,255
| Closed | -$304K | – | 201 |
|
|
2021
Q3 | $304K | Sell |
11,255
-5,260
| -32% | -$142K | 0.01% | 149 |
|
|
2021
Q2 | $475K | Sell |
16,515
-332
| -2% | -$9.54K | 0.02% | 131 |
|
|
2021
Q1 | $510K | Buy |
16,847
+1,176
| +8% | +$35.6K | 0.02% | 127 |
|
|
2020
Q4 | $451K | Sell |
15,671
-729
| -4% | -$21K | 0.02% | 127 |
|
|
2020
Q3 | $468K | Sell |
16,400
-9,190
| -36% | -$262K | 0.02% | 114 |
|
|
2020
Q2 | $774K | Sell |
25,590
-22,368
| -47% | -$677K | 0.04% | 98 |
|
|
2020
Q1 | $1.4M | Sell |
47,958
-437,837
| -90% | -$12.8M | 0.09% | 93 |
|
|
2019
Q4 | $19M | Buy |
485,795
+12,565
| +3% | +$491K | 0.97% | 35 |
|
|
2019
Q3 | $17.9M | Buy |
473,230
+24,195
| +5% | +$916K | 0.97% | 34 |
|
|
2019
Q2 | $15M | Buy |
449,035
+10,126
| +2% | +$339K | 0.83% | 39 |
|
|
2019
Q1 | $13.8M | Buy |
438,909
+85,389
| +24% | +$2.68M | 0.77% | 41 |
|
|
2018
Q4 | $10.1M | Sell |
353,520
-39,540
| -10% | -$1.13M | 0.61% | 45 |
|
|
2018
Q3 | $13.2M | Buy |
393,060
+18,267
| +5% | +$613K | 0.73% | 40 |
|
|
2018
Q2 | $12M | Buy |
374,793
+12,377
| +3% | +$397K | 0.72% | 40 |
|
|
2018
Q1 | $12.9M | Buy |
362,416
+74,583
| +26% | +$2.66M | 0.79% | 37 |
|
|
2017
Q4 | $11.2M | Sell |
287,833
-50,632
| -15% | -$1.97M | 0.68% | 44 |
|
|
2017
Q3 | $13.3M | Buy |
338,465
+11,141
| +3% | +$436K | 0.85% | 33 |
|
|
2017
Q2 | $12.4M | Buy |
327,324
+13,120
| +4% | +$495K | 0.82% | 35 |
|
|
2017
Q1 | $13.1M | Buy |
314,204
+19,580
| +7% | +$814K | 0.9% | 30 |
|
|
2016
Q4 | $12.5M | Buy |
294,624
+208,378
| +242% | +$8.86M | 0.92% | 29 |
|
|
2016
Q3 | $3.5M | Buy |
86,246
+11,705
| +16% | +$475K | 0.27% | 58 |
|
|
2016
Q2 | $3.22M | Buy |
74,541
+31,847
| +75% | +$1.38M | 0.27% | 55 |
|
|
2016
Q1 | $1.47M | Hold |
42,694
| – | – | 0.14% | 63 |
|
|
2015
Q4 | $1.47M | Buy |
42,694
+9,854
| +30% | +$339K | 0.14% | 63 |
|
|
2015
Q3 | $1.07M | Sell |
32,840
-49,609
| -60% | -$1.62M | 0.12% | 66 |
|
|
2015
Q2 | $2.93M | Buy |
82,449
+60,459
| +275% | +$2.15M | 0.19% | 78 |
|
|
2015
Q1 | $718K | Sell |
21,990
-7,278
| -25% | -$238K | 0.08% | 57 |
|
|
2014
Q4 | $983K | Sell |
29,268
-4,427
| -13% | -$149K | 0.1% | 59 |
|
|
2014
Q3 | $1.19M | Buy |
33,695
+3,640
| +12% | +$128K | 0.12% | 62 |
|
|
2014
Q2 | $1.06M | Buy |
30,055
+5,098
| +20% | +$180K | 0.11% | 66 |
|
|
2014
Q1 | $875K | Buy |
24,957
+1,793
| +8% | +$62.9K | 0.09% | 67 |
|
|
2013
Q4 | $814K | Buy |
23,164
+1,137
| +5% | +$39.9K | 0.09% | 68 |
|
|
2013
Q3 | $744K | Buy |
22,027
+3,029
| +16% | +$102K | 0.09% | 65 |
|
|
2013
Q2 | $672K | Buy |
+18,998
| New | +$672K | 0.08% | 68 |
|