BWP
Baldwin Wealth Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Hold |
2,115
| – | – | 0.03% | 147 |
|
|
2025
Q1 | $460K | Hold |
2,115
| – | – | 0.03% | 151 |
|
|
2024
Q4 | $388K | Sell |
2,115
-80
| -4% | -$14.7K | 0.03% | 169 |
|
|
2024
Q3 | $510K | Buy |
2,195
+73
| +3% | +$17K | 0.03% | 195 |
|
|
2024
Q2 | $412K | Sell |
2,122
-73
| -3% | -$14.2K | 0.03% | 155 |
|
|
2024
Q1 | $434K | Buy |
2,195
+66
| +3% | +$13K | 0.03% | 163 |
|
|
2023
Q4 | $460K | Hold |
2,129
| – | – | 0.04% | 155 |
|
|
2023
Q3 | $350K | Sell |
2,129
-200
| -9% | -$32.9K | 0.03% | 179 |
|
|
2023
Q2 | $452K | Buy |
2,329
+184
| +9% | +$35.7K | 0.04% | 174 |
|
|
2023
Q1 | $438K | Sell |
2,145
-9
| -0.4% | -$1.84K | 0.04% | 171 |
|
|
2022
Q4 | $456K | Buy |
2,154
+25
| +1% | +$5.3K | 0.04% | 167 |
|
|
2022
Q3 | $457K | Hold |
2,129
| – | – | 0.06% | 103 |
|
|
2022
Q2 | $545K | Hold |
2,129
| – | – | 0.07% | 99 |
|
|
2022
Q1 | $535K | Hold |
2,129
| – | – | 0.06% | 111 |
|
|
2021
Q4 | $623K | Hold |
2,129
| – | – | 0.06% | 106 |
|
|
2021
Q3 | $565K | Hold |
2,129
| – | – | 0.06% | 103 |
|
|
2021
Q2 | $575K | Hold |
2,129
| – | – | 0.06% | 105 |
|
|
2021
Q1 | $509K | Buy |
2,129
+14
| +0.7% | +$3.35K | 0.06% | 104 |
|
|
2020
Q4 | $475K | Hold |
2,115
| – | – | 0.06% | 104 |
|
|
2020
Q3 | $511K | Hold |
2,115
| – | – | 0.07% | 97 |
|
|
2020
Q2 | $547K | Hold |
2,115
| – | – | 0.08% | 96 |
|
|
2020
Q1 | $461K | Sell |
2,115
-180
| -8% | -$39.2K | 0.08% | 96 |
|
|
2019
Q4 | $527K | Hold |
2,295
| – | – | 0.07% | 107 |
|
|
2019
Q3 | $507K | Hold |
2,295
| – | – | 0.08% | 107 |
|
|
2019
Q2 | $469K | Hold |
2,295
| – | – | 0.07% | 127 |
|
|
2019
Q1 | $452K | Buy |
2,295
+150
| +7% | +$29.5K | 0.07% | 133 |
|
|
2018
Q4 | $339K | Hold |
2,145
| – | – | 0.06% | 143 |
|
|
2018
Q3 | $312K | Buy |
+2,145
| New | +$312K | 0.04% | 170 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$61K | – | 476 |
|
|
2017
Q1 | $61K | Buy |
500
+325
| +186% | +$39.7K | 0.01% | 275 |
|
|
2016
Q4 | $18K | Hold |
175
| – | – | ﹤0.01% | 376 |
|
|
2016
Q3 | $20K | Sell |
175
-1,210
| -87% | -$138K | ﹤0.01% | 383 |
|
|
2016
Q2 | $157K | Buy |
1,385
+175
| +14% | +$19.8K | 0.03% | 178 |
|
|
2016
Q1 | $124K | Buy |
+1,210
| New | +$124K | 0.02% | 217 |
|
|
2013
Q3 | – | Sell |
-3,688
| Closed | -$270K | – | 237 |
|
|
2013
Q2 | $270K | Buy |
+3,688
| New | +$270K | 0.05% | 184 |
|