CWM
Cordatus Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
6,527
+4
| +0.1% | +$884 | 0.35% | 73 |
|
|
2025
Q1 | $1.42M | Buy |
6,523
+171
| +3% | +$37.2K | 0.39% | 70 |
|
|
2024
Q4 | $1.17M | Buy |
6,352
+31
| +0.5% | +$5.69K | 0.31% | 78 |
|
|
2024
Q3 | $1.47M | Buy |
6,321
+109
| +2% | +$25.3K | 0.53% | 55 |
|
|
2024
Q2 | $1.21M | Sell |
6,212
-1,580
| -20% | -$307K | 0.45% | 61 |
|
|
2024
Q1 | $1.54M | Sell |
7,792
-26
| -0.3% | -$5.14K | 1.12% | 29 |
|
|
2023
Q4 | $1.69M | Sell |
7,818
-1,561
| -17% | -$337K | 1.4% | 22 |
|
|
2023
Q3 | $1.54M | Buy |
9,379
+1,631
| +21% | +$268K | 1.41% | 22 |
|
|
2023
Q2 | $1.5M | Buy |
7,748
+3,360
| +77% | +$651K | 0.56% | 59 |
|
|
2023
Q1 | $897K | Buy |
4,388
+134
| +3% | +$27.4K | 1.14% | 35 |
|
|
2022
Q4 | $901K | Buy |
+4,254
| New | +$901K | 1.32% | 32 |
|
|
2022
Q3 | – | Sell |
-4,184
| Closed | -$1.07M | – | 68 |
|
|
2022
Q2 | $1.07M | Buy |
4,184
+73
| +2% | +$18.7K | 0.5% | 80 |
|
|
2022
Q1 | $1.03M | Buy |
4,111
+68
| +2% | +$17.1K | 0.36% | 105 |
|
|
2021
Q4 | $1.18M | Buy |
4,043
+444
| +12% | +$130K | 0.35% | 98 |
|
|
2021
Q3 | $955K | Buy |
+3,599
| New | +$955K | 0.73% | 47 |
|
|
2021
Q1 | $782K | Buy |
3,273
+281
| +9% | +$67.1K | 0.3% | 111 |
|
|
2020
Q4 | $671K | Buy |
2,992
+252
| +9% | +$56.5K | 0.28% | 106 |
|
|
2020
Q3 | $662K | Buy |
2,740
+336
| +14% | +$81.2K | 0.32% | 98 |
|
|
2020
Q2 | $622K | Buy |
+2,404
| New | +$622K | 0.34% | 91 |
|
|
2019
Q2 | – | Sell |
-9,990
| Closed | -$1.97M | – | 117 |
|
|
2019
Q1 | $1.97M | Sell |
9,990
-18,215
| -65% | -$3.59M | 1.08% | 35 |
|
|
2018
Q4 | $4.46M | Buy |
+28,205
| New | +$4.46M | 3.18% | 6 |
|