AWM
Avior Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
2,206
+1,324
| +150% | +$293K | 0.02% | 432 |
|
|
2025
Q1 | $192K | Sell |
882
-1,343
| -60% | -$292K | 0.01% | 663 |
|
|
2024
Q4 | $408K | Sell |
2,225
-406
| -15% | -$74.5K | 0.01% | 506 |
|
|
2024
Q3 | $612K | Sell |
2,631
-4
| -0.2% | -$930 | 0.02% | 405 |
|
|
2024
Q2 | $512K | Sell |
2,635
-463
| -15% | -$90K | 0.02% | 427 |
|
|
2024
Q1 | $612K | Buy |
3,098
+1,531
| +98% | +$303K | 0.03% | 390 |
|
|
2023
Q4 | $338K | Sell |
1,567
-12
| -0.8% | -$2.59K | 0.02% | 421 |
|
|
2023
Q3 | $260K | Sell |
1,579
-22
| -1% | -$3.62K | 0.02% | 474 |
|
|
2023
Q2 | $311K | Sell |
1,601
-671
| -30% | -$130K | 0.02% | 438 |
|
|
2023
Q1 | $464K | Buy |
2,272
+75
| +3% | +$15.3K | 0.03% | 365 |
|
|
2022
Q4 | $466K | Buy |
2,197
+278
| +14% | +$58.9K | 0.04% | 318 |
|
|
2022
Q3 | $412K | Buy |
1,919
+257
| +15% | +$55.2K | 0.03% | 313 |
|
|
2022
Q2 | $424K | Hold |
1,662
| – | – | 0.04% | 284 |
|
|
2022
Q1 | $416K | Hold |
1,662
| – | – | 0.04% | 335 |
|
|
2021
Q4 | $485K | Hold |
1,662
| – | – | 0.04% | 334 |
|
|
2021
Q3 | $440K | Sell |
1,662
-96
| -5% | -$25.4K | 0.04% | 335 |
|
|
2021
Q2 | $474K | Buy |
1,758
+68
| +4% | +$18.3K | 0.05% | 310 |
|
|
2021
Q1 | $403K | Hold |
1,690
| – | – | 0.04% | 324 |
|
|
2020
Q4 | $379K | Buy |
1,690
+328
| +24% | +$73.6K | 0.05% | 316 |
|
|
2020
Q3 | $328K | Sell |
1,362
-440
| -24% | -$106K | 0.05% | 319 |
|
|
2020
Q2 | $465K | Sell |
1,802
-164
| -8% | -$42.3K | 0.07% | 246 |
|
|
2020
Q1 | $427K | Buy |
1,966
+393
| +25% | +$85.4K | 0.08% | 222 |
|
|
2019
Q4 | $360K | Buy |
1,573
+39
| +3% | +$8.93K | 0.06% | 281 |
|
|
2019
Q3 | $338K | Sell |
1,534
-196
| -11% | -$43.2K | 0.06% | 274 |
|
|
2019
Q2 | $354K | Buy |
1,730
+351
| +25% | +$71.8K | 0.06% | 262 |
|
|
2019
Q1 | $271K | Buy |
1,379
+95
| +7% | +$18.7K | 0.06% | 298 |
|
|
2018
Q4 | $203K | Sell |
1,284
-17
| -1% | -$2.69K | 0.05% | 311 |
|
|
2018
Q3 | $189K | Sell |
1,301
-748
| -37% | -$109K | 0.04% | 357 |
|
|
2018
Q2 | $295K | Sell |
2,049
-8
| -0.4% | -$1.15K | 0.07% | 250 |
|
|
2018
Q1 | $299K | Sell |
2,057
-193
| -9% | -$28.1K | 0.07% | 229 |
|
|
2017
Q4 | $321K | Buy |
2,250
+2,234
| +13,963% | +$319K | 0.07% | 232 |
|
|
2017
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 447 |
|
|
2017
Q1 | – | Sell |
-9
| Closed | -$1K | – | 483 |
|
|
2016
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 474 |
|