CWS
Cypress Wealth Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
2,684
+49
| +2% | +$10.8K | 0.11% | 151 |
|
|
2025
Q1 | $573K | Buy |
2,635
+19
| +0.7% | +$4.13K | 0.12% | 144 |
|
|
2024
Q4 | $480K | Buy |
2,616
+45
| +2% | +$8.25K | 0.1% | 160 |
|
|
2024
Q3 | $598K | Buy |
2,571
+39
| +2% | +$9.07K | 0.12% | 130 |
|
|
2024
Q2 | $492K | Buy |
2,532
+818
| +48% | +$159K | 0.11% | 147 |
|
|
2024
Q1 | $339K | Buy |
+1,714
| New | +$339K | 0.08% | 181 |
|
|
2022
Q1 | – | Sell |
-762
| Closed | -$223K | – | 244 |
|
|
2021
Q4 | $223K | Hold |
762
| – | – | 0.06% | 211 |
|
|
2021
Q3 | $202K | Sell |
762
-73
| -9% | -$19.4K | 0.06% | 215 |
|
|
2021
Q2 | $225K | Sell |
835
-486
| -37% | -$131K | 0.06% | 238 |
|
|
2021
Q1 | $316K | Buy |
1,321
+200
| +18% | +$47.8K | 0.07% | 209 |
|
|
2020
Q4 | $252K | Buy |
+1,121
| New | +$252K | 0.06% | 231 |
|
|
2020
Q3 | – | Sell |
-1,135
| Closed | -$293K | – | 12 |
|
|
2020
Q2 | $293K | Sell |
1,135
-17
| -1% | -$4.39K | 0.07% | 206 |
|
|
2020
Q1 | $251K | Sell |
1,152
-18
| -2% | -$3.92K | 0.07% | 199 |
|
|
2019
Q4 | $269K | Sell |
1,170
-210
| -15% | -$48.3K | 0.07% | 202 |
|
|
2019
Q3 | $305K | Sell |
1,380
-156
| -10% | -$34.5K | 0.08% | 186 |
|
|
2019
Q2 | $314K | Sell |
1,536
-3
| -0.2% | -$613 | 0.09% | 181 |
|
|
2019
Q1 | $303K | Sell |
1,539
-62
| -4% | -$12.2K | 0.1% | 180 |
|
|
2018
Q4 | $253K | Sell |
1,601
-289
| -15% | -$45.7K | 0.1% | 170 |
|
|
2018
Q3 | $275K | Sell |
1,890
-18
| -0.9% | -$2.62K | 0.1% | 173 |
|
|
2018
Q2 | $275K | Buy |
+1,908
| New | +$275K | 0.1% | 171 |
|
|
2018
Q1 | – | Sell |
-1,431
| Closed | -$204K | – | 196 |
|
|
2017
Q4 | $204K | Buy |
+1,431
| New | +$204K | 0.08% | 192 |
|