DWM
Defined Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
2,322
+3
| +0.1% | +$663 | 0.32% | 73 |
|
|
2025
Q1 | $505K | Sell |
2,319
-53
| -2% | -$11.5K | 0.34% | 67 |
|
|
2024
Q4 | $435K | Sell |
2,372
-157
| -6% | -$28.8K | 0.29% | 76 |
|
|
2024
Q3 | $588K | Buy |
2,529
+10
| +0.4% | +$2.33K | 0.38% | 60 |
|
|
2024
Q2 | $490K | Buy |
2,519
+10
| +0.4% | +$1.94K | 0.34% | 68 |
|
|
2024
Q1 | $496K | Buy |
2,509
+3
| +0.1% | +$593 | 0.36% | 66 |
|
|
2023
Q4 | $541K | Buy |
2,506
+19
| +0.8% | +$4.1K | 0.41% | 61 |
|
|
2023
Q3 | $409K | Hold |
2,487
| – | – | 0.35% | 70 |
|
|
2023
Q2 | $482K | Buy |
2,487
+2
| +0.1% | +$388 | 0.41% | 61 |
|
|
2023
Q1 | $508K | Hold |
2,485
| – | – | 0.47% | 58 |
|
|
2022
Q4 | $526K | Sell |
2,485
-20
| -0.8% | -$4.24K | 0.49% | 51 |
|
|
2022
Q3 | $538K | Buy |
2,505
+5
| +0.2% | +$1.07K | 0.59% | 42 |
|
|
2022
Q2 | $639K | Buy |
2,500
+15
| +0.6% | +$3.83K | 0.66% | 37 |
|
|
2022
Q1 | $624K | Hold |
2,485
| – | – | 0.55% | 41 |
|
|
2021
Q4 | $727K | Hold |
2,485
| – | – | 0.59% | 42 |
|
|
2021
Q3 | $660K | Hold |
2,485
| – | – | 0.59% | 35 |
|
|
2021
Q2 | $671K | Hold |
2,485
| – | – | 0.6% | 33 |
|
|
2021
Q1 | $594K | Hold |
2,485
| – | – | 0.56% | 36 |
|
|
2020
Q4 | $558K | Buy |
+2,485
| New | +$558K | 0.55% | 39 |
|