BHPW
Beverly Hills Private Wealth’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
5,474
-281
| -5% | -$62.1K | 0.23% | 111 |
|
|
2025
Q1 | $1.25M | Sell |
5,755
-85
| -1% | -$18.5K | 0.25% | 107 |
|
|
2024
Q4 | $1.07M | Sell |
5,840
-215
| -4% | -$39.4K | 0.22% | 113 |
|
|
2024
Q3 | $1.41M | Sell |
6,055
-1,195
| -16% | -$278K | 0.28% | 97 |
|
|
2024
Q2 | $1.41M | Sell |
7,250
-451
| -6% | -$87.7K | 0.31% | 87 |
|
|
2024
Q1 | $1.52M | Sell |
7,701
-537
| -7% | -$106K | 0.35% | 78 |
|
|
2023
Q4 | $1.78M | Sell |
8,238
-167
| -2% | -$36.1K | 0.46% | 65 |
|
|
2023
Q3 | $1.38M | Buy |
+8,405
| New | +$1.38M | 0.41% | 70 |
|