AOWM
Alpha Omega Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Hold |
11,812
| – | – | 0.47% | 66 |
|
|
2025
Q1 | $2.57M | Buy |
11,812
+1,335
| +13% | +$290K | 0.49% | 67 |
|
|
2024
Q4 | $1.92M | Buy |
10,477
+356
| +4% | +$65.3K | 0.36% | 82 |
|
|
2024
Q3 | $2.35M | Hold |
10,121
| – | – | 0.43% | 80 |
|
|
2024
Q2 | $1.97M | Sell |
10,121
-3
| -0% | -$583 | 0.38% | 81 |
|
|
2024
Q1 | $2M | Sell |
10,124
-12
| -0.1% | -$2.37K | 0.37% | 84 |
|
|
2023
Q4 | $2.19M | Hold |
10,136
| – | – | 0.36% | 78 |
|
|
2023
Q3 | $1.67M | Hold |
10,136
| – | – | 0.29% | 85 |
|
|
2023
Q2 | $1.97M | Hold |
10,136
| – | – | 0.33% | 85 |
|
|
2023
Q1 | $2.07M | Hold |
10,136
| – | – | 0.36% | 78 |
|
|
2022
Q4 | $2.15M | Hold |
10,136
| – | – | 0.38% | 77 |
|
|
2022
Q3 | $2.18M | Sell |
10,136
-420
| -4% | -$90.2K | 0.42% | 71 |
|
|
2022
Q2 | $2.7M | Sell |
10,556
-545
| -5% | -$139K | 0.48% | 60 |
|
|
2022
Q1 | $2.79M | Sell |
11,101
-100
| -0.9% | -$25.1K | 0.44% | 66 |
|
|
2021
Q4 | $2.86M | Sell |
11,201
-72
| -0.6% | -$18.4K | 0.44% | 68 |
|
|
2021
Q3 | $2.99M | Sell |
11,273
-629
| -5% | -$167K | 0.49% | 59 |
|
|
2021
Q2 | $3.22M | Sell |
11,902
-529
| -4% | -$143K | 0.53% | 55 |
|
|
2021
Q1 | $2.97M | Buy |
12,431
+28
| +0.2% | +$6.69K | 0.52% | 58 |
|
|
2020
Q4 | $2.78M | Sell |
12,403
-1,052
| -8% | -$236K | 0.47% | 58 |
|
|
2020
Q3 | $3.25M | Hold |
13,455
| – | – | 0.46% | 42 |
|
|
2020
Q2 | $3.48M | Sell |
13,455
-120
| -0.9% | -$31K | 0.53% | 35 |
|
|
2020
Q1 | $2.96M | Sell |
13,575
-145
| -1% | -$31.6K | 0.54% | 35 |
|
|
2019
Q4 | $3.15M | Buy |
13,720
+205
| +2% | +$47.1K | 0.51% | 50 |
|
|
2019
Q3 | $2.78M | Buy |
13,515
+13,430
| +15,800% | +$2.76M | 0.45% | 56 |
|
|
2019
Q2 | $17K | Hold |
85
| – | – | 0.01% | 386 |
|
|
2019
Q1 | $17K | Hold |
85
| – | – | 0.01% | 371 |
|
|
2018
Q4 | $13K | Hold |
85
| – | – | 0.01% | 339 |
|
|
2018
Q3 | $12K | Hold |
85
| – | – | 0.01% | 357 |
|
|
2018
Q2 | $12K | Buy |
85
+65
| +325% | +$9.18K | 0.01% | 362 |
|
|
2018
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 437 |
|
|
2017
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 415 |
|
|
2017
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 415 |
|
|
2017
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 400 |
|
|
2017
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 430 |
|
|
2016
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 416 |
|