1WA
180 Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
12,374
+236
| +2% | +$52.2K | 0.38% | 63 |
|
|
2025
Q1 | $2.64M | Buy |
12,138
+469
| +4% | +$102K | 0.42% | 63 |
|
|
2024
Q4 | $2.14M | Buy |
11,669
+404
| +4% | +$74.1K | 0.34% | 73 |
|
|
2024
Q3 | $2.62M | Buy |
11,265
+39
| +0.3% | +$9.07K | 0.41% | 66 |
|
|
2024
Q2 | $2.33M | Buy |
+11,226
| New | +$2.33M | 0.38% | 71 |
|
|
2023
Q2 | – | Sell |
-1,086
| Closed | -$222K | – | 368 |
|
|
2023
Q1 | $222K | Buy |
1,086
+6
| +0.6% | +$1.23K | 0.05% | 320 |
|
|
2022
Q4 | $239K | Buy |
+1,080
| New | +$239K | 0.06% | 307 |
|
|
2022
Q2 | – | Sell |
-986
| Closed | -$255K | – | 370 |
|
|
2022
Q1 | $255K | Sell |
986
-73
| -7% | -$18.9K | 0.06% | 309 |
|
|
2021
Q4 | $259K | Buy |
1,059
+18
| +2% | +$4.4K | 0.06% | 296 |
|
|
2021
Q3 | $280K | Sell |
1,041
-25
| -2% | -$6.72K | 0.06% | 293 |
|
|
2021
Q2 | $293K | Sell |
1,066
-221
| -17% | -$60.7K | 0.07% | 282 |
|
|
2021
Q1 | $322K | Sell |
1,287
-518
| -29% | -$130K | 0.08% | 235 |
|
|
2020
Q4 | $392K | Sell |
1,805
-14
| -0.8% | -$3.04K | 0.11% | 183 |
|
|
2020
Q3 | $443K | Sell |
1,819
-43
| -2% | -$10.5K | 0.17% | 130 |
|
|
2020
Q2 | $482K | Sell |
1,862
-46
| -2% | -$11.9K | 0.19% | 119 |
|
|
2020
Q1 | $421K | Buy |
1,908
+74
| +4% | +$16.3K | 0.22% | 115 |
|
|
2019
Q4 | $432K | Sell |
1,834
-201
| -10% | -$47.3K | 0.17% | 142 |
|
|
2019
Q3 | $457K | Buy |
2,035
+9
| +0.4% | +$2.02K | 0.2% | 139 |
|
|
2019
Q2 | $428K | Sell |
2,026
-636
| -24% | -$134K | 0.19% | 136 |
|
|
2019
Q1 | $505K | Sell |
2,662
-1,141
| -30% | -$216K | 0.23% | 120 |
|
|
2018
Q4 | $553K | Hold |
3,803
| – | – | 0.26% | 120 |
|
|
2018
Q3 | $553K | Sell |
3,803
-125
| -3% | -$18.2K | 0.26% | 121 |
|
|
2018
Q2 | $566K | Sell |
3,928
-54
| -1% | -$7.78K | 0.28% | 110 |
|
|
2018
Q1 | $574K | Sell |
3,982
-385
| -9% | -$55.5K | 0.3% | 105 |
|
|
2017
Q4 | $623K | Buy |
+4,367
| New | +$623K | 0.32% | 91 |
|