AWM
Aries Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,197
| Closed | -$427K | – | 232 |
|
|
2024
Q2 | $427K | Sell |
2,197
-125
| -5% | -$24.3K | 0.13% | 132 |
|
|
2024
Q1 | $459K | Sell |
2,322
-127
| -5% | -$25.1K | 0.15% | 131 |
|
|
2023
Q4 | $529K | Sell |
2,449
-115
| -4% | -$24.8K | 0.19% | 116 |
|
|
2023
Q3 | $434K | Buy |
2,564
+5
| +0.2% | +$846 | 0.17% | 123 |
|
|
2023
Q2 | $496K | Buy |
2,559
+22
| +0.9% | +$4.27K | 0.19% | 118 |
|
|
2023
Q1 | $518K | Sell |
2,537
-58
| -2% | -$11.9K | 0.21% | 111 |
|
|
2022
Q4 | $550K | Hold |
2,595
| – | – | 0.24% | 103 |
|
|
2022
Q3 | $538K | Buy |
2,595
+25
| +1% | +$5.18K | 0.24% | 100 |
|
|
2022
Q2 | $657K | Buy |
+2,570
| New | +$657K | 0.3% | 77 |
|
|
2022
Q1 | – | Sell |
-2,400
| Closed | -$702K | – | 81 |
|
|
2021
Q4 | $702K | Buy |
2,400
+100
| +4% | +$29.3K | 0.27% | 86 |
|
|
2021
Q3 | $610K | Buy |
2,300
+713
| +45% | +$189K | 0.26% | 92 |
|
|
2021
Q2 | $429K | Buy |
1,587
+116
| +8% | +$31.4K | 0.18% | 112 |
|
|
2021
Q1 | $356K | Buy |
1,471
+205
| +16% | +$49.6K | 0.16% | 121 |
|
|
2020
Q4 | $281K | Hold |
1,266
| – | – | 0.14% | 133 |
|
|
2020
Q3 | $306K | Buy |
1,266
+182
| +17% | +$44K | 0.17% | 109 |
|
|
2020
Q2 | $280K | Buy |
1,084
+120
| +12% | +$31K | 0.17% | 111 |
|
|
2020
Q1 | $213K | Buy |
964
+30
| +3% | +$6.63K | 0.16% | 117 |
|
|
2019
Q4 | $213K | Hold |
934
| – | – | 0.13% | 143 |
|
|
2019
Q3 | $210K | Sell |
934
-66
| -7% | -$14.8K | 0.14% | 140 |
|
|
2019
Q2 | $209K | Sell |
1,000
-68
| -6% | -$14.2K | 0.15% | 143 |
|
|
2019
Q1 | $210K | Buy |
+1,068
| New | +$210K | 0.16% | 137 |
|