BRWA
B. Riley Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
+5,046
| New | +$1.12M | 0.05% | 323 |
|
|
2024
Q4 | $3.96M | Sell |
21,410
-6,277
| -23% | -$1.16M | 0.13% | 170 |
|
|
2024
Q3 | $6.39M | Sell |
27,687
-1,127
| -4% | -$260K | 0.18% | 132 |
|
|
2024
Q2 | $5.65M | Sell |
28,814
-13,012
| -31% | -$2.55M | 0.14% | 150 |
|
|
2024
Q1 | $6.88M | Buy |
41,826
+1,110
| +3% | +$183K | 0.19% | 122 |
|
|
2023
Q4 | $8.86M | Sell |
40,716
-1,110
| -3% | -$241K | 0.24% | 87 |
|
|
2023
Q3 | $6.88M | Sell |
41,826
-1,489
| -3% | -$245K | 0.19% | 122 |
|
|
2023
Q2 | $8.46M | Buy |
43,315
+64
| +0.1% | +$12.5K | 0.19% | 108 |
|
|
2023
Q1 | $8.84M | Sell |
43,251
-11,397
| -21% | -$2.33M | 0.24% | 92 |
|
|
2022
Q4 | $11.7M | Sell |
54,648
-3,363
| -6% | -$717K | 0.33% | 68 |
|
|
2022
Q3 | $12.5M | Buy |
58,011
+31,925
| +122% | +$6.85M | 0.38% | 55 |
|
|
2022
Q2 | $6.67M | Sell |
26,086
-1,262
| -5% | -$323K | 0.28% | 80 |
|
|
2022
Q1 | $6.87M | Sell |
27,348
-3,708
| -12% | -$932K | 0.22% | 96 |
|
|
2021
Q4 | $9.08M | Buy |
31,056
+876
| +3% | +$256K | 0.26% | 80 |
|
|
2021
Q3 | $8.02M | Buy |
30,180
+625
| +2% | +$166K | 0.26% | 78 |
|
|
2021
Q2 | $7.92M | Buy |
29,555
+4,301
| +17% | +$1.15M | 0.26% | 80 |
|
|
2021
Q1 | $6.02M | Buy |
25,254
+7,980
| +46% | +$1.9M | 0.21% | 110 |
|
|
2020
Q4 | $3.88M | Sell |
17,274
-50,972
| -75% | -$11.4M | 0.21% | 111 |
|
|
2020
Q3 | $16.9M | Buy |
68,246
+35,346
| +107% | +$8.76M | 0.9% | 15 |
|
|
2020
Q2 | $8.51M | Buy |
32,900
+23,141
| +237% | +$5.98M | 0.57% | 35 |
|
|
2020
Q1 | $2.13M | Buy |
9,759
+4,935
| +102% | +$1.08M | 0.18% | 133 |
|
|
2019
Q4 | $1.11M | Buy |
4,824
+56
| +1% | +$12.9K | 0.09% | 226 |
|
|
2019
Q3 | $1.06M | Buy |
4,768
+288
| +6% | +$63.8K | 0.1% | 217 |
|
|
2019
Q2 | $917K | Buy |
4,480
+488
| +12% | +$99.9K | 0.1% | 217 |
|
|
2019
Q1 | $786K | Buy |
3,992
+201
| +5% | +$39.6K | 0.1% | 226 |
|
|
2018
Q4 | $600K | Buy |
3,791
+382
| +11% | +$60.5K | 0.09% | 253 |
|
|
2018
Q3 | $496K | Buy |
3,409
+273
| +9% | +$39.7K | 0.06% | 353 |
|
|
2018
Q2 | $453K | Sell |
3,136
-1,643
| -34% | -$237K | 0.06% | 347 |
|
|
2018
Q1 | $695K | Buy |
4,779
+506
| +12% | +$73.6K | 0.1% | 224 |
|
|
2017
Q4 | $610K | Buy |
4,273
+1,350
| +46% | +$193K | 0.08% | 264 |
|
|
2017
Q3 | $401K | Sell |
2,923
-56
| -2% | -$7.68K | 0.07% | 310 |
|
|
2017
Q2 | $396K | Buy |
+2,979
| New | +$396K | 0.07% | 304 |
|
|
2015
Q1 | – | Sell |
-433
| Closed | -$43 | – | 637 |
|
|
2014
Q4 | $43 | Buy |
+433
| New | +$43 | ﹤0.01% | 2163 |
|
|
2014
Q3 | – | Sell |
-1,330
| Closed | -$120K | – | 714 |
|
|
2014
Q2 | $120K | Buy |
+1,330
| New | +$120K | 0.03% | 649 |
|
|
2014
Q1 | – | Sell |
-1,711
| Closed | -$137K | – | 756 |
|
|
2013
Q4 | $137K | Sell |
1,711
-667
| -28% | -$53.4K | 0.04% | 465 |
|
|
2013
Q3 | $176K | Buy |
+2,378
| New | +$176K | 0.06% | 378 |
|