Impact Partnership Wealth’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
$720K Sell
24,882
-7,266
-23% -$210K 0.13% 83
2025
Q1
$909K Sell
32,148
-21,993
-41% -$622K 0.19% 52
2024
Q4
$1.23M Buy
54,141
+304
+0.6% +$6.92K 0.25% 46
2024
Q3
$1.18M Sell
53,837
-1,956
-4% -$43K 0.27% 37
2024
Q2
$1.07M Buy
55,793
+8,328
+18% +$159K 0.28% 41
2024
Q1
$835K Sell
47,465
-7,747
-14% -$136K 0.33% 36
2023
Q4
$926K Buy
55,212
+294
+0.5% +$4.93K 0.34% 33
2023
Q3
$825K Buy
54,918
+48,657
+777% +$731K 0.26% 45
2023
Q2
$99.9K Buy
+6,261
New +$99.9K 0.03% 180