CWP
Cyndeo Wealth Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
12,495
+626
| +5% | +$138K | 0.16% | 141 |
|
|
2025
Q1 | $2.58M | Sell |
11,869
-6,547
| -36% | -$1.42M | 0.17% | 141 |
|
|
2024
Q4 | $3.38M | Buy |
18,416
+534
| +3% | +$97.9K | 0.23% | 114 |
|
|
2024
Q3 | $4.16M | Buy |
17,882
+4,938
| +38% | +$1.15M | 0.29% | 96 |
|
|
2024
Q2 | $2.52M | Buy |
12,944
+1,012
| +8% | +$197K | 0.2% | 136 |
|
|
2024
Q1 | $2.36M | Sell |
11,932
-2,452
| -17% | -$485K | 0.2% | 145 |
|
|
2023
Q4 | $3.11M | Buy |
14,384
+4,476
| +45% | +$966K | 0.29% | 102 |
|
|
2023
Q3 | $1.63M | Buy |
9,908
+365
| +4% | +$60K | 0.17% | 139 |
|
|
2023
Q2 | $1.85M | Buy |
9,543
+3,874
| +68% | +$751K | 0.19% | 126 |
|
|
2023
Q1 | $1.16M | Sell |
5,669
-6,481
| -53% | -$1.32M | 0.12% | 163 |
|
|
2022
Q4 | $2.57M | Buy |
+12,150
| New | +$2.57M | 0.3% | 110 |
|