APWM
Atlas Private Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.15M | Buy |
10,859
+1,704
| +19% | +$337K | 0.9% | 36 |
|
|
2023
Q4 | $1.98M | Sell |
9,155
-733
| -7% | -$158K | 0.93% | 34 |
|
|
2023
Q3 | $1.63M | Buy |
9,888
+657
| +7% | +$108K | 0.87% | 36 |
|
|
2023
Q2 | $1.79M | Buy |
9,231
+1,406
| +18% | +$273K | 0.94% | 33 |
|
|
2023
Q1 | $1.6M | Buy |
7,825
+224
| +3% | +$45.8K | 0.96% | 34 |
|
|
2022
Q4 | $1.61M | Buy |
7,601
+658
| +9% | +$139K | 0.74% | 28 |
|
|
2022
Q3 | $1.49M | Buy |
6,943
+329
| +5% | +$70.7K | 1.08% | 24 |
|
|
2022
Q2 | $1.69M | Sell |
6,614
-151
| -2% | -$38.6K | 1.15% | 24 |
|
|
2022
Q1 | $1.7M | Buy |
6,765
+339
| +5% | +$85.2K | 0.99% | 29 |
|
|
2021
Q4 | $1.88M | Buy |
6,426
+82
| +1% | +$24K | 1.05% | 25 |
|
|
2021
Q3 | $1.68M | Sell |
6,344
-287
| -4% | -$76.2K | 1.03% | 27 |
|
|
2021
Q2 | $1.79M | Buy |
6,631
+61
| +0.9% | +$16.5K | 1.11% | 25 |
|
|
2021
Q1 | $1.57M | Buy |
6,570
+198
| +3% | +$47.3K | 1% | 28 |
|
|
2020
Q4 | $1.43M | Sell |
6,372
-629
| -9% | -$141K | 1.02% | 30 |
|
|
2020
Q3 | $1.69M | Buy |
7,001
+286
| +4% | +$69.1K | 1.33% | 22 |
|
|
2020
Q2 | $1.74M | Buy |
6,715
+2
| +0% | +$517 | 1.4% | 19 |
|
|
2020
Q1 | $1.46M | Buy |
6,713
+233
| +4% | +$50.7K | 1.35% | 19 |
|
|
2019
Q4 | $1.49M | Buy |
+6,480
| New | +$1.49M | 1.14% | 26 |
|