AWM
AllSquare Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.1K | Hold |
435
| – | – | 0.05% | 154 |
|
|
2025
Q1 | $94.7K | Hold |
435
| – | – | 0.06% | 155 |
|
|
2024
Q4 | $79.8K | Sell |
435
-120
| -22% | -$22K | 0.05% | 166 |
|
|
2024
Q3 | $129K | Hold |
555
| – | – | 0.07% | 138 |
|
|
2024
Q2 | $108K | Hold |
555
| – | – | 0.06% | 140 |
|
|
2024
Q1 | $110K | Sell |
555
-75
| -12% | -$14.8K | 0.06% | 144 |
|
|
2023
Q4 | $136K | Hold |
630
| – | – | 0.08% | 126 |
|
|
2023
Q3 | $104K | Hold |
630
| – | – | 0.07% | 136 |
|
|
2023
Q2 | $115K | Sell |
630
-147
| -19% | -$26.8K | 0.07% | 124 |
|
|
2023
Q1 | $159K | Hold |
777
| – | – | 0.1% | 112 |
|
|
2022
Q4 | $165K | Hold |
777
| – | – | 0.11% | 100 |
|
|
2022
Q3 | $167K | Hold |
777
| – | – | 0.12% | 96 |
|
|
2022
Q2 | $199K | Sell |
777
-17
| -2% | -$4.35K | 0.14% | 89 |
|
|
2022
Q1 | $199K | Buy |
794
+80
| +11% | +$20.1K | 0.12% | 97 |
|
|
2021
Q4 | $209K | Sell |
714
-15
| -2% | -$4.39K | 0.12% | 98 |
|
|
2021
Q3 | $193K | Hold |
729
| – | – | 0.12% | 98 |
|
|
2021
Q2 | $197K | Hold |
729
| – | – | 0.12% | 100 |
|
|
2021
Q1 | $174K | Buy |
729
+27
| +4% | +$6.44K | 0.11% | 103 |
|
|
2020
Q4 | $158K | Hold |
702
| – | – | 0.11% | 103 |
|
|
2020
Q3 | $170K | Hold |
702
| – | – | 0.12% | 87 |
|
|
2020
Q2 | $181K | Hold |
702
| – | – | 0.14% | 82 |
|
|
2020
Q1 | $153K | Hold |
702
| – | – | 0.13% | 83 |
|
|
2019
Q4 | $161K | Sell |
702
-106
| -13% | -$24.3K | 0.11% | 97 |
|
|
2019
Q3 | $179K | Sell |
808
-20
| -2% | -$4.43K | 0.13% | 87 |
|
|
2019
Q2 | $169K | Buy |
828
+100
| +14% | +$20.4K | 0.13% | 90 |
|
|
2019
Q1 | $143K | Hold |
728
| – | – | 0.11% | 96 |
|
|
2018
Q4 | $115K | Buy |
728
+38
| +6% | +$6K | 0.1% | 101 |
|
|
2018
Q3 | $100K | Hold |
690
| – | – | 0.07% | 118 |
|
|
2018
Q2 | $99K | Buy |
690
+335
| +94% | +$48.1K | 0.07% | 121 |
|
|
2018
Q1 | $52K | Hold |
355
| – | – | 0.04% | 141 |
|
|
2017
Q4 | $51K | Sell |
355
-7
| -2% | -$1.01K | 0.04% | 143 |
|
|
2017
Q3 | $49K | Hold |
362
| – | – | 0.04% | 142 |
|
|
2017
Q2 | $48K | Sell |
362
-18
| -5% | -$2.39K | 0.05% | 73 |
|
|
2017
Q1 | $46K | Buy |
380
+185
| +95% | +$22.4K | 0.04% | 140 |
|
|
2016
Q4 | $21K | Hold |
195
| – | – | 0.02% | 185 |
|
|
2016
Q3 | $22K | Hold |
195
| – | – | 0.02% | 161 |
|
|
2016
Q2 | $22K | Hold |
195
| – | – | 0.02% | 160 |
|
|
2016
Q1 | $20K | Buy |
+195
| New | +$20K | 0.02% | 168 |
|