4WM
4J Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
1,186
-115
| -9% | -$25.4K | 0.18% | 79 |
|
|
2025
Q1 | $283K | Buy |
1,301
+50
| +4% | +$10.9K | 0.22% | 72 |
|
|
2024
Q4 | $229K | Sell |
1,251
-530
| -30% | -$97.2K | 0.19% | 77 |
|
|
2024
Q3 | $414K | Sell |
1,781
-170
| -9% | -$39.5K | 0.32% | 53 |
|
|
2024
Q2 | $379K | Sell |
1,951
-460
| -19% | -$89.4K | 0.31% | 52 |
|
|
2024
Q1 | $476K | Sell |
2,411
-216
| -8% | -$42.7K | 0.41% | 48 |
|
|
2023
Q4 | $567K | Sell |
2,627
-169
| -6% | -$36.5K | 0.52% | 43 |
|
|
2023
Q3 | $460K | Sell |
2,796
-124
| -4% | -$20.4K | 0.46% | 50 |
|
|
2023
Q2 | $566K | Sell |
2,920
-284
| -9% | -$55.1K | 0.55% | 42 |
|
|
2023
Q1 | $655K | Sell |
3,204
-168
| -5% | -$34.3K | 0.7% | 34 |
|
|
2022
Q4 | $714K | Sell |
3,372
-57
| -2% | -$12.1K | 0.83% | 29 |
|
|
2022
Q3 | $736K | Sell |
3,429
-44
| -1% | -$9.44K | 0.94% | 27 |
|
|
2022
Q2 | $888K | Sell |
3,473
-109
| -3% | -$27.9K | 1.12% | 24 |
|
|
2022
Q1 | $900K | Sell |
3,582
-120
| -3% | -$30.2K | 0.79% | 29 |
|
|
2021
Q4 | $1.08M | Sell |
3,702
-118
| -3% | -$34.5K | 0.91% | 29 |
|
|
2021
Q3 | $1.01M | Hold |
3,820
| – | – | 0.88% | 31 |
|
|
2021
Q2 | $1.03M | Sell |
3,820
-16
| -0.4% | -$4.32K | 0.9% | 31 |
|
|
2021
Q1 | $917K | Buy |
3,836
+162
| +4% | +$38.7K | 0.85% | 31 |
|
|
2020
Q4 | $824K | Buy |
+3,674
| New | +$824K | 0.79% | 34 |
|