DWM
Doyle Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8.85M | Buy |
41,226
+72
| +0.2% | +$15.5K | 0.76% | 50 |
|
|
2022
Q2 | $10.5M | Buy |
41,154
+1,004
| +3% | +$257K | 0.85% | 49 |
|
|
2022
Q1 | $10.1M | Buy |
40,150
+1,490
| +4% | +$374K | 0.73% | 50 |
|
|
2021
Q4 | $11.3M | Buy |
38,660
+1,616
| +4% | +$473K | 0.81% | 46 |
|
|
2021
Q3 | $9.83M | Buy |
37,044
+1,889
| +5% | +$501K | 0.78% | 51 |
|
|
2021
Q2 | $9.5M | Buy |
35,155
+4,210
| +14% | +$1.14M | 0.79% | 52 |
|
|
2021
Q1 | $7.4M | Buy |
30,945
+13,635
| +79% | +$3.26M | 0.71% | 52 |
|
|
2020
Q4 | $3.89M | Buy |
17,310
+8,034
| +87% | +$1.8M | 0.4% | 57 |
|
|
2020
Q3 | $2.24M | Buy |
9,276
+3,118
| +51% | +$754K | 0.26% | 69 |
|
|
2020
Q2 | $1.59M | Sell |
6,158
-48
| -0.8% | -$12.4K | 0.21% | 64 |
|
|
2020
Q1 | $1.35M | Buy |
6,206
+8
| +0.1% | +$1.74K | 0.21% | 57 |
|
|
2019
Q4 | $1.42M | Buy |
6,198
+63
| +1% | +$14.5K | 0.18% | 65 |
|
|
2019
Q3 | $1.36M | Buy |
6,135
+19
| +0.3% | +$4.2K | 0.19% | 64 |
|
|
2019
Q2 | $1.25M | Hold |
6,116
| – | – | 0.17% | 67 |
|
|
2019
Q1 | $1.2M | Sell |
6,116
-483
| -7% | -$94.5K | 0.17% | 71 |
|
|
2018
Q4 | $1.04M | Sell |
6,599
-143
| -2% | -$22.6K | 0.18% | 65 |
|
|
2018
Q3 | $980K | Buy |
6,742
+44
| +0.7% | +$6.4K | 0.15% | 73 |
|
|
2018
Q2 | $966K | Sell |
6,698
-139
| -2% | -$20K | 0.16% | 72 |
|
|
2018
Q1 | $994K | Buy |
6,837
+10
| +0.1% | +$1.45K | 0.17% | 65 |
|
|
2017
Q4 | $974K | Buy |
6,827
+10
| +0.1% | +$1.43K | 0.16% | 64 |
|
|
2017
Q3 | $932K | Sell |
6,817
-1,101
| -14% | -$151K | 0.16% | 63 |
|
|
2017
Q2 | $1.05M | Sell |
7,918
-634
| -7% | -$83.9K | 0.19% | 60 |
|
|
2017
Q1 | $1.04M | Buy |
+8,552
| New | +$1.04M | 0.21% | 61 |
|