BTWM
Baker Tilly Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
4,705
-29
| -0.6% | -$6.41K | 0.37% | 55 |
|
|
2025
Q1 | $1.03M | Buy |
4,734
+1,815
| +62% | +$395K | 0.4% | 59 |
|
|
2024
Q4 | $535K | Sell |
2,919
-1,404
| -32% | -$258K | 0.21% | 112 |
|
|
2024
Q3 | $1.01M | Buy |
4,323
+427
| +11% | +$99.3K | 0.44% | 52 |
|
|
2024
Q2 | $757K | Sell |
3,896
-953
| -20% | -$185K | 0.31% | 80 |
|
|
2024
Q1 | $958K | Buy |
4,849
+2,586
| +114% | +$511K | 0.17% | 129 |
|
|
2023
Q4 | $489K | Sell |
2,263
-798
| -26% | -$172K | 0.08% | 285 |
|
|
2023
Q3 | $503K | Sell |
3,061
-4,487
| -59% | -$738K | 0.08% | 255 |
|
|
2023
Q2 | $1.46M | Buy |
7,548
+594
| +9% | +$115K | 0.15% | 142 |
|
|
2023
Q1 | $1.42M | Buy |
6,954
+891
| +15% | +$182K | 0.16% | 137 |
|
|
2022
Q4 | $1.28M | Buy |
6,063
+682
| +13% | +$144K | 0.16% | 151 |
|
|
2022
Q3 | $1.16M | Sell |
5,381
-41
| -0.8% | -$8.8K | 0.16% | 138 |
|
|
2022
Q2 | $1.39M | Buy |
5,422
+347
| +7% | +$88.7K | 0.18% | 120 |
|
|
2022
Q1 | $1.28M | Buy |
5,075
+1,198
| +31% | +$301K | 0.14% | 149 |
|
|
2021
Q4 | $1.13M | Buy |
3,877
+514
| +15% | +$150K | 0.12% | 174 |
|
|
2021
Q3 | $893K | Buy |
3,363
+587
| +21% | +$156K | 0.12% | 185 |
|
|
2021
Q2 | $750K | Buy |
2,776
+486
| +21% | +$131K | 0.12% | 192 |
|
|
2021
Q1 | $547K | Buy |
+2,290
| New | +$547K | 0.11% | 224 |
|