Journey Strategic 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 | $2.17M | Buy |
75,125
+30,684
| +69% | +$888K | 0.07% | 82 |
|
|
2025
Q1 | $1.26M | Buy |
44,441
+2,405
| +6% | +$68K | 0.04% | 110 |
|
|
2024
Q4 | $957K | Sell |
42,036
-1,256
| -3% | -$28.6K | 0.04% | 130 |
|
|
2024
Q3 | $952K | Buy |
43,292
+4,589
| +12% | +$101K | 0.03% | 133 |
|
|
2024
Q2 | $740K | Buy |
38,703
+3,092
| +9% | +$59.1K | 0.03% | 120 |
|
|
2024
Q1 | $627K | Buy |
35,611
+10,231
| +40% | +$180K | 0.03% | 110 |
|
|
2023
Q4 | $426K | Buy |
25,380
+903
| +4% | +$15.2K | 0.02% | 104 |
|
|
2023
Q3 | $368K | Buy |
+24,477
| New | +$368K | 0.02% | 98 |
|
|
2023
Q2 | – | Sell |
-19,289
| Closed | -$371K | – | 264 |
|
|
2023
Q1 | $371K | Sell |
19,289
-1,328
| -6% | -$25.6K | 0.04% | 128 |
|
|
2022
Q4 | $380K | Buy |
20,617
+9,105
| +79% | +$168K | 0.04% | 124 |
|
|
2022
Q3 | $176K | Buy |
+11,512
| New | +$176K | 0.02% | 164 |
|
|
2022
Q2 | – | Sell |
-11,887
| Closed | -$212K | – | 205 |
|
|
2022
Q1 | $212K | Buy |
+11,887
| New | +$212K | 0.02% | 155 |
|