DWM
Diversify Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
3,098
-13
| -0.4% | -$2.66K | 0.04% | 334 |
|
|
2025
Q1 | $689K | Sell |
3,111
-469
| -13% | -$104K | 0.05% | 296 |
|
|
2024
Q4 | $621K | Sell |
3,580
-126
| -3% | -$21.9K | 0.05% | 312 |
|
|
2024
Q3 | $839K | Sell |
3,706
-325
| -8% | -$73.5K | 0.08% | 220 |
|
|
2024
Q2 | $912K | Buy |
+4,031
| New | +$912K | 0.11% | 170 |
|