CWP
Concord Wealth Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
1,373
+441
| +47% | +$97.5K | 0.04% | 171 |
|
|
2025
Q1 | $203K | Sell |
932
-414
| -31% | -$90.1K | 0.03% | 193 |
|
|
2024
Q4 | $247K | Sell |
1,346
-575
| -30% | -$105K | 0.04% | 185 |
|
|
2024
Q3 | $447K | Buy |
1,921
+591
| +44% | +$137K | 0.07% | 145 |
|
|
2024
Q2 | $259K | Sell |
1,330
-1,094
| -45% | -$213K | 0.05% | 175 |
|
|
2024
Q1 | $479K | Buy |
2,424
+289
| +14% | +$57.1K | 0.09% | 142 |
|
|
2023
Q4 | $461K | Sell |
2,135
-1,289
| -38% | -$278K | 0.09% | 135 |
|
|
2023
Q3 | $563K | Buy |
3,424
+466
| +16% | +$76.6K | 0.12% | 119 |
|
|
2023
Q2 | $574K | Buy |
2,958
+442
| +18% | +$85.7K | 0.12% | 103 |
|
|
2023
Q1 | $514K | Buy |
2,516
+491
| +24% | +$100K | 0.15% | 86 |
|
|
2022
Q4 | $429K | Buy |
2,025
+5
| +0.2% | +$1.06K | 0.13% | 100 |
|
|
2022
Q3 | $434K | Sell |
2,020
-47
| -2% | -$10.1K | 0.14% | 100 |
|
|
2022
Q2 | $528K | Sell |
2,067
-10
| -0.5% | -$2.55K | 0.15% | 94 |
|
|
2022
Q1 | $522K | Buy |
2,077
+3
| +0.1% | +$754 | 0.14% | 99 |
|
|
2021
Q4 | $607K | Buy |
2,074
+1,958
| +1,688% | +$573K | 0.15% | 85 |
|
|
2021
Q3 | $31K | Sell |
116
-1,363
| -92% | -$364K | 0.01% | 300 |
|
|
2021
Q2 | $400K | Sell |
1,479
-43
| -3% | -$11.6K | 0.11% | 81 |
|
|
2021
Q1 | $364K | Buy |
1,522
+14
| +0.9% | +$3.35K | 0.12% | 84 |
|
|
2020
Q4 | $338K | Buy |
+1,508
| New | +$338K | 0.26% | 51 |
|