Axxcess Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
4,581
+652
| +17% | +$144K | 0.02% | 426 |
|
|
2025
Q1 | $855K | Buy |
3,929
+1,272
| +48% | +$277K | 0.02% | 431 |
|
|
2024
Q4 | $487K | Sell |
2,657
-2,065
| -44% | -$379K | 0.01% | 552 |
|
|
2024
Q3 | $1.1M | Buy |
4,722
+631
| +15% | +$147K | 0.03% | 374 |
|
|
2024
Q2 | $795K | Sell |
4,091
-2,751
| -40% | -$535K | 0.02% | 424 |
|
|
2024
Q1 | $1.35M | Buy |
6,842
+414
| +6% | +$81.8K | 0.04% | 315 |
|
|
2023
Q4 | $1.39M | Sell |
6,428
-771
| -11% | -$166K | 0.04% | 292 |
|
|
2023
Q3 | $1.18M | Buy |
7,199
+4,772
| +197% | +$785K | 0.04% | 288 |
|
|
2023
Q2 | $471K | Sell |
2,427
-1,719
| -41% | -$333K | 0.03% | 362 |
|
|
2023
Q1 | $847K | Buy |
4,146
+48
| +1% | +$9.81K | 0.06% | 255 |
|
|
2022
Q4 | $868K | Buy |
4,098
+1,846
| +82% | +$391K | 0.07% | 249 |
|
|
2022
Q3 | $483K | Buy |
2,252
+51
| +2% | +$10.9K | 0.05% | 323 |
|
|
2022
Q2 | $563K | Sell |
2,201
-149
| -6% | -$38.1K | 0.05% | 280 |
|
|
2022
Q1 | $590K | Buy |
2,350
+1,655
| +238% | +$416K | 0.05% | 317 |
|
|
2021
Q4 | $203K | Buy |
+695
| New | +$203K | 0.01% | 579 |
|