EWM
Edge Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
62,839
-434
| -0.7% | -$95.8K | 2.67% | 14 |
|
|
2025
Q1 | $13.8M | Buy |
63,273
+959
| +2% | +$209K | 2.79% | 14 |
|
|
2024
Q4 | $11.4M | Sell |
62,314
-625
| -1% | -$115K | 2.31% | 17 |
|
|
2024
Q3 | $14.6M | Sell |
62,939
-145
| -0.2% | -$33.7K | 2.94% | 13 |
|
|
2024
Q2 | $12.3M | Sell |
63,084
-1,238
| -2% | -$241K | 2.58% | 14 |
|
|
2024
Q1 | $12.7M | Buy |
64,322
+68
| +0.1% | +$13.4K | 2.67% | 16 |
|
|
2023
Q4 | $13.9M | Sell |
64,254
-682
| -1% | -$147K | 3.03% | 13 |
|
|
2023
Q3 | $10.7M | Buy |
+64,936
| New | +$10.7M | 2.5% | 15 |
|
|
2022
Q1 | – | Sell |
-196
| Closed | -$57K | – | 120 |
|
|
2021
Q4 | $57K | Sell |
196
-5
| -2% | -$1.45K | 0.01% | 166 |
|
|
2021
Q3 | $53K | Buy |
201
+10
| +5% | +$2.64K | 0.01% | 185 |
|
|
2021
Q2 | $52K | Hold |
191
| – | – | 0.01% | 188 |
|
|
2021
Q1 | $46K | Sell |
191
-4
| -2% | -$963 | 0.01% | 195 |
|
|
2020
Q4 | $44K | Buy |
+195
| New | +$44K | 0.01% | 194 |
|
|
2016
Q2 | – | Sell |
-500
| Closed | -$51K | – | 453 |
|
|
2016
Q1 | $51K | Hold |
500
| – | – | 0.02% | 172 |
|
|
2015
Q4 | $49K | Hold |
500
| – | – | 0.02% | 188 |
|
|
2015
Q3 | $44K | Hold |
500
| – | – | 0.02% | 186 |
|
|
2015
Q2 | $47K | Hold |
500
| – | – | 0.02% | 189 |
|
|
2015
Q1 | $47K | Hold |
500
| – | – | 0.02% | 196 |
|
|
2014
Q4 | $50K | Hold |
500
| – | – | 0.02% | 193 |
|
|
2014
Q3 | $47K | Hold |
500
| – | – | 0.02% | 196 |
|
|
2014
Q2 | $45K | Buy |
+500
| New | +$45K | 0.02% | 186 |
|
|
2014
Q1 | – | Sell |
-19
| Closed | -$2K | – | 407 |
|
|
2013
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 317 |
|
|
2013
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 314 |
|
|
2013
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 301 |
|