Destiny Wealth Partners’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 | $395K | Buy |
13,651
+1,658
| +14% | +$48K | 0.05% | 137 |
|
2025
Q1 | $339K | Buy |
+11,993
| New | +$339K | 0.05% | 127 |
|
2023
Q1 | – | Sell |
-6,262
| Closed | -$115K | – | 589 |
|
2022
Q4 | $115K | Sell |
6,262
-5,459
| -47% | -$100K | 0.03% | 220 |
|
2022
Q3 | $180K | Sell |
11,721
-3,309
| -22% | -$50.8K | 0.04% | 187 |
|
2022
Q2 | $315K | Buy |
15,030
+8,959
| +148% | +$188K | 0.07% | 115 |
|
2022
Q1 | $108K | Sell |
6,071
-963
| -14% | -$17.1K | 0.02% | 223 |
|
2021
Q4 | $131K | Sell |
7,034
-343
| -5% | -$6.39K | 0.03% | 211 |
|
2021
Q3 | $150K | Buy |
+7,377
| New | +$150K | 0.03% | 187 |
|
2021
Q2 | – | Sell |
-7,232
| Closed | -$165K | – | 466 |
|
2021
Q1 | $165K | Sell |
7,232
-3,841
| -35% | -$87.6K | 0.03% | 173 |
|
2020
Q4 | $241K | Buy |
+11,073
| New | +$241K | 0.05% | 193 |
|