EWM
Empirical Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
7,951
+625
| +9% | +$138K | 0.04% | 245 |
|
|
2025
Q1 | $1.59M | Buy |
7,326
+5,810
| +383% | +$1.26M | 0.04% | 238 |
|
|
2024
Q4 | $278K | Buy |
1,516
+82
| +6% | +$15K | 0.01% | 516 |
|
|
2024
Q3 | $333K | Buy |
1,434
+37
| +3% | +$8.61K | 0.01% | 446 |
|
|
2024
Q2 | $272K | Buy |
+1,397
| New | +$272K | 0.01% | 471 |
|
|
2024
Q1 | – | Sell |
-998
| Closed | -$215K | – | 529 |
|
|
2023
Q4 | $215K | Buy |
+998
| New | +$215K | 0.01% | 459 |
|