CWM
Concentric Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.33M | Sell |
5,715
-25
| -0.4% | -$5.81K | 0.32% | 67 |
|
|
2024
Q2 | $1.12M | Sell |
5,740
-16
| -0.3% | -$3.11K | 0.29% | 68 |
|
|
2024
Q1 | $1.14M | Buy |
5,756
+316
| +6% | +$62.4K | 0.3% | 67 |
|
|
2023
Q4 | $1.17M | Sell |
5,440
-30
| -0.5% | -$6.48K | 0.34% | 68 |
|
|
2023
Q3 | $900K | Hold |
5,470
| – | – | 0.3% | 70 |
|
|
2023
Q2 | $1.06M | Sell |
5,470
-75
| -1% | -$14.5K | 0.34% | 70 |
|
|
2023
Q1 | $1.13M | Sell |
5,545
-80
| -1% | -$16.3K | 0.37% | 67 |
|
|
2022
Q4 | $1.19M | Sell |
5,625
-35
| -0.6% | -$7.42K | 0.41% | 65 |
|
|
2022
Q3 | $1.22M | Sell |
5,660
-65
| -1% | -$14K | 0.45% | 68 |
|
|
2022
Q2 | $1.46M | Sell |
5,725
-290
| -5% | -$74.1K | 0.49% | 67 |
|
|
2022
Q1 | $1.51M | Hold |
6,015
| – | – | 0.44% | 69 |
|
|
2021
Q4 | $1.76M | Sell |
6,015
-205
| -3% | -$59.9K | 0.5% | 66 |
|
|
2021
Q3 | $1.65M | Sell |
6,220
-240
| -4% | -$63.7K | 0.5% | 66 |
|
|
2021
Q2 | $1.75M | Hold |
6,460
| – | – | 0.53% | 66 |
|
|
2021
Q1 | $1.54M | Sell |
6,460
-150
| -2% | -$35.9K | 0.51% | 67 |
|
|
2020
Q4 | $1.48M | Buy |
6,610
+190
| +3% | +$42.7K | 0.55% | 67 |
|
|
2020
Q3 | $1.55M | Buy |
6,420
+20
| +0.3% | +$4.84K | 0.67% | 59 |
|
|
2020
Q2 | $1.66M | Sell |
6,400
-395
| -6% | -$102K | 0.78% | 51 |
|
|
2020
Q1 | $1.48M | Sell |
6,795
-540
| -7% | -$118K | 0.82% | 49 |
|
|
2019
Q4 | $1.69M | Buy |
+7,335
| New | +$1.69M | 0.72% | 53 |
|