Institutions / Destiny Wealth Partners, LLC / Activity
Activity — Destiny Wealth Partners, LLC
249 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 78464A854 Common stock | $176 | +2 +0.03% | 6,136 0.08% of portfolio | low |
| Q2 2026 as of | Trim | 46434V290 Common stock | $-776 | -9 -0.15% | 5,872 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 464289867 Common stock | $-959 | -14 -0.24% | 5,740 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 46428Q109 Common stock | $-1.9K | -36 -0.93% | 3,830 0.03% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $2.8K | +11 +0.22% | 5,066 0.18% of portfolio | low |
| Q2 2026 as of | Trim | Coca Cola Co Common stock | $-3.6K | -41 -1.08% | 3,762 0.05% of portfolio | low |
| Q2 2026 as of | Add | 922040845 Common stock | $6.1K | +80 +1.83% | 4,457 0.05% of portfolio | low |
| Q2 2026 as of | Add | 922020805 Common stock | $7.8K | +157 +0.16% | 96,002 0.67% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-14.0K | -623 -3.03% | 19,910 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 46429B655 Common stock | $-14.2K | -279 -0.57% | 48,976 0.35% of portfolio | low |
| Q2 2026 as of | Trim | O Reilly Automotive Inc Common stock | $-15.2K | -170 -2.05% | 8,125 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-16.2K | -39 -5.58% | 660 0.04% of portfolio | low |
| Q2 2026 as of | New | Plug Power Inc Common stock | $20.6K | +10K | 10,000 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | 33739Q200 Common stock | $-21.5K | -434 -0.78% | 55,078 0.38% of portfolio | low |
| Q2 2026 as of | Trim | 389637109 Common stock | $-24.4K | -500 -8.54% | 5,356 0.04% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-25.0K | -114 -2.41% | 4,613 0.14% of portfolio | low |
| Q2 2026 as of | Trim | 46432F388 Common stock | $-25.0K | -131 -9.08% | 1,311 0.04% of portfolio | low |
| Q2 2026 as of | Trim | 69344A107 Common stock | $-26.9K | -544 -0.47% | 114,212 0.80% of portfolio | low |
| Q2 2026 as of | Trim | HCA Healthcare, Inc. Common stock | $-28.6K | -71 -4.49% | 1,509 0.09% of portfolio | low |
| Q2 2026 as of | Trim | Quanta Services Inc Common stock | $-30.7K | -46 -8.42% | 500 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 78464A805 Common stock | $-32.0K | -353 -4.85% | 6,927 0.09% of portfolio | low |
| Q2 2026 as of | Trim | Mcdonald'S Corp Common stock | $-33.3K | -123 -8.59% | 1,309 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 25434V708 Common stock | $-34.5K | -776 -5.82% | 12,550 0.08% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y407 Common stock | $-34.8K | -300 -5.76% | 4,904 0.08% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $37.4K | +259 +17.92% | 1,704 0.03% of portfolio | low |
| Q2 2026 as of | Add | 922042718 Common stock | $37.8K | +251 +13.45% | 2,117 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Waste Management Inc Common stock | $-40.3K | -178 -14.42% | 1,056 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 922908769 Common stock | $-42.7K | -116 -6.67% | 1,624 0.08% of portfolio | low |
| Q2 2026 as of | Trim | 92206C565 Common stock | $-43.0K | -638 -2.80% | 22,184 0.21% of portfolio | low |
| Q2 2026 as of | Add | 922042775 Common stock | $47.4K | +572 +3.74% | 15,871 0.19% of portfolio | low |
| Q2 2026 as of | Trim | OTF Blue Owl Technology Finance Corp. Common Stock | $-52.0K | -5K -18.29% | 23,354 0.03% of portfolio | low |
| Q2 2026 as of | Add | 46434V738 Common stock | $55.8K | +728 +18.41% | 4,682 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y209 Common stock | $-56.4K | -347 -18.15% | 1,565 0.04% of portfolio | low |
| Q2 2026 as of | Trim | International Business Machines Corp Common stock | $-59.7K | -267 -15.83% | 1,420 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Johnson & Johnson Common stock | $-61.3K | -239 -12.89% | 1,615 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 92189F486 Common stock | $-70.0K | -3K -0.96% | 280,947 1.02% of portfolio | low |
| Q2 2026 as of | Add | United Parcel Service Inc Common stock | $70.7K | +678 +17.36% | 4,583 0.07% of portfolio | low |
| Q2 2026 as of | Add | Royal Caribbean Cruises Ltd Common stock | $71.0K | +223 +17.55% | 1,494 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 46641Q761 Common stock | $-71.0K | -983 -1.42% | 68,387 0.70% of portfolio | low |
| Q2 2026 as of | Trim | Merck & Co., Inc. Common stock | $-75.0K | -576 -16.28% | 2,963 0.05% of portfolio | low |
| Q2 2026 as of | New | 29258Y103 Common stock | $76.7K | +10K | 10,200 0.01% of portfolio | low |
| Q2 2026 as of | Add | 46434G103 Common stock | $78.4K | +1K +34.06% | 3,975 0.04% of portfolio | low |
| Q2 2026 as of | New | Enovix Corp Common stock | $81.8K | +20K | 20,000 0.01% of portfolio | low |
| Q2 2026 as of | Exit | 539439109 Common stock | $-84.4K | -15K -100.00% | 0 | low |
| Q2 2026 as of | New | 29446Y502 Common stock | $89.5K | +10K | 10,000 0.01% of portfolio | low |
| Q2 2026 as of | Trim | 922908637 Common stock | $-109.3K | -318 -6.82% | 4,348 0.21% of portfolio | low |
| Q2 2026 as of | New | Energy Fuels Inc/Canada Common stock | $114.4K | +10K | 10,000 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 86280R803 Common stock | $-124.4K | -2K -11.00% | 18,482 0.14% of portfolio | low |
| Q2 2026 as of | Trim | Bank of America Corp /De Common stock | $-128.2K | -2K -20.48% | 8,034 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 14020G101 Common stock | $-130.9K | -3K -2.58% | 110,311 0.70% of portfolio | low |