Carson Wealth (CWM LLC)’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Buy |
19,916
+3,336
| +20% | +$737K | 0.02% | 628 |
|
|
2025
Q1 | $3.61M | Buy |
16,580
+1,255
| +8% | +$273K | 0.01% | 624 |
|
|
2024
Q4 | $2.81M | Buy |
15,325
+2,808
| +22% | +$515K | 0.01% | 658 |
|
|
2024
Q3 | $2.91M | Buy |
12,517
+78
| +0.6% | +$18.1K | 0.01% | 585 |
|
|
2024
Q2 | $2.42M | Sell |
12,439
-389
| -3% | -$75.6K | 0.01% | 589 |
|
|
2024
Q1 | $2.54M | Buy |
12,828
+990
| +8% | +$196K | 0.01% | 560 |
|
|
2023
Q4 | $2.56M | Buy |
11,838
+1,940
| +20% | +$419K | 0.01% | 534 |
|
|
2023
Q3 | $1.63M | Buy |
9,898
+1,453
| +17% | +$239K | 0.01% | 593 |
|
|
2023
Q2 | $1.64M | Sell |
8,445
-19,625
| -70% | -$3.81M | 0.01% | 563 |
|
|
2023
Q1 | $5.74M | Buy |
28,070
+1,823
| +7% | +$373K | 0.04% | 296 |
|
|
2022
Q4 | $5.56M | Sell |
26,247
-689
| -3% | -$146K | 0.04% | 285 |
|
|
2022
Q3 | $5.78M | Buy |
26,936
+86
| +0.3% | +$18.5K | 0.05% | 262 |
|
|
2022
Q2 | $6.86M | Buy |
26,850
+1,947
| +8% | +$498K | 0.05% | 246 |
|
|
2022
Q1 | $6.26M | Buy |
24,903
+19,087
| +328% | +$4.79M | 0.04% | 274 |
|
|
2021
Q4 | $1.7M | Buy |
+5,816
| New | +$1.7M | 0.01% | 470 |
|
|
2021
Q2 | $1.04M | Hold |
3,863
| – | – | 0.01% | 555 |
|
|
2021
Q1 | $1.04M | Hold |
3,863
| – | – | 0.01% | 555 |
|
|
2020
Q4 | $1.04M | Hold |
3,863
| – | – | 0.01% | 555 |
|
|
2020
Q3 | $1.04M | Hold |
3,863
| – | – | 0.01% | 555 |
|
|
2020
Q2 | $1.04M | Hold |
3,863
| – | – | 0.01% | 555 |
|
|
2020
Q1 | $1.04M | Hold |
3,863
| – | – | 0.01% | 555 |
|
|
2019
Q4 | $1.04M | Hold |
3,863
| – | – | 0.01% | 555 |
|
|
2019
Q3 | $1.04M | Hold |
3,863
| – | – | 0.01% | 555 |
|
|
2019
Q2 | $1.04M | Hold |
3,863
| – | – | 0.01% | 555 |
|
|
2019
Q1 | $1.04M | Sell |
3,863
-158,865
| -98% | -$42.9M | 0.01% | 555 |
|
|
2018
Q4 | $25.7M | Buy |
162,728
+348
| +0.2% | +$55.1K | 0.64% | 31 |
|
|
2018
Q3 | $23.6M | Sell |
162,380
-2,857
| -2% | -$415K | 0.6% | 38 |
|
|
2018
Q2 | $23.8M | Buy |
165,237
+41,468
| +34% | +$5.98M | 0.78% | 34 |
|
|
2018
Q1 | $18M | Buy |
123,769
+123,300
| +26,290% | +$17.9M | 0.71% | 38 |
|
|
2017
Q4 | $67K | Buy |
469
+75
| +19% | +$10.7K | ﹤0.01% | 479 |
|
|
2017
Q3 | $54K | Buy |
394
+334
| +557% | +$45.8K | ﹤0.01% | 502 |
|
|
2017
Q2 | $8K | Sell |
60
-100
| -63% | -$13.3K | ﹤0.01% | 803 |
|
|
2017
Q1 | $19K | Sell |
160
-36
| -18% | -$4.28K | ﹤0.01% | 604 |
|
|
2016
Q4 | $21K | Sell |
196
-128
| -40% | -$13.7K | ﹤0.01% | 573 |
|
|
2016
Q3 | $37K | Buy |
324
+224
| +224% | +$25.6K | ﹤0.01% | 465 |
|
|
2016
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 541 |
|
|
2016
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2015
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 462 |
|
|
2015
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 450 |
|
|
2014
Q1 | – | Sell |
-1,133
| Closed | -$90K | – | 154 |
|
|
2013
Q4 | $90K | Hold |
1,133
| – | – | 0.01% | 196 |
|
|
2013
Q3 | $84K | Buy |
+1,133
| New | +$84K | 0.02% | 158 |
|