EWM
Evermay Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Hold |
1,399
| – | – | 0.04% | 161 |
|
|
2025
Q1 | $304K | Buy |
1,399
+10
| +0.7% | +$2.18K | 0.04% | 160 |
|
|
2024
Q4 | $257K | Buy |
1,389
+315
| +29% | +$58.2K | 0.04% | 171 |
|
|
2024
Q3 | $250K | Sell |
1,074
-100
| -9% | -$23.3K | 0.04% | 176 |
|
|
2024
Q2 | $230K | Hold |
1,174
| – | – | 0.04% | 187 |
|
|
2024
Q1 | $232K | Sell |
1,174
-59
| -5% | -$11.7K | 0.04% | 186 |
|
|
2023
Q4 | $268K | Buy |
1,233
+79
| +7% | +$17.2K | 0.05% | 153 |
|
|
2023
Q3 | $190K | Sell |
1,154
-350
| -23% | -$57.6K | 0.04% | 171 |
|
|
2023
Q2 | $294K | Hold |
1,504
| – | – | 0.06% | 138 |
|
|
2023
Q1 | $307K | Sell |
1,504
-70
| -4% | -$14.3K | 0.06% | 132 |
|
|
2022
Q4 | $336K | Buy |
1,574
+100
| +7% | +$21.3K | 0.07% | 125 |
|
|
2022
Q3 | $316K | Hold |
1,474
| – | – | 0.06% | 126 |
|
|
2022
Q2 | $379K | Sell |
1,474
-25
| -2% | -$6.43K | 0.07% | 114 |
|
|
2022
Q1 | $377K | Buy |
1,499
+21
| +1% | +$5.28K | 0.06% | 130 |
|
|
2021
Q4 | $432K | Sell |
1,478
-55
| -4% | -$16.1K | 0.08% | 107 |
|
|
2021
Q3 | $407K | Sell |
1,533
-255
| -14% | -$67.7K | 0.08% | 100 |
|
|
2021
Q2 | $483K | Hold |
1,788
| – | – | 0.09% | 97 |
|
|
2021
Q1 | $427K | Buy |
1,788
+38
| +2% | +$9.08K | 0.09% | 106 |
|
|
2020
Q4 | $393K | Buy |
1,750
+857
| +96% | +$192K | 0.09% | 105 |
|
|
2020
Q3 | $216K | Hold |
893
| – | – | 0.05% | 149 |
|
|
2020
Q2 | $231K | Buy |
+893
| New | +$231K | 0.06% | 137 |
|
|
2019
Q2 | – | Sell |
-1,218
| Closed | -$240K | – | 147 |
|
|
2019
Q1 | $240K | Buy |
+1,218
| New | +$240K | 0.07% | 128 |
|