FWP
FAS Wealth Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,292
| Closed | -$2.67M | – | 455 |
|
|
2025
Q1 | $2.67M | Buy |
12,292
+1,046
| +9% | +$228K | 0.22% | 98 |
|
|
2024
Q4 | $2.06M | Buy |
11,246
+406
| +4% | +$74.5K | 0.17% | 111 |
|
|
2024
Q3 | $2.52M | Buy |
10,840
+436
| +4% | +$101K | 0.2% | 101 |
|
|
2024
Q2 | $2.02M | Buy |
10,404
+741
| +8% | +$144K | 0.17% | 110 |
|
|
2024
Q1 | $1.91M | Buy |
9,663
+392
| +4% | +$77.5K | 0.17% | 113 |
|
|
2023
Q4 | $2M | Buy |
+9,271
| New | +$2M | 0.19% | 108 |
|
|
2023
Q3 | – | Sell |
-1,083
| Closed | -$210K | – | 414 |
|
|
2023
Q2 | $210K | Sell |
1,083
-399
| -27% | -$77.4K | 0.03% | 252 |
|
|
2023
Q1 | $303K | Sell |
1,482
-43
| -3% | -$8.79K | 0.03% | 238 |
|
|
2022
Q4 | $323K | Buy |
1,525
+18
| +1% | +$3.81K | 0.04% | 232 |
|
|
2022
Q3 | $324K | Buy |
1,507
+317
| +27% | +$68.2K | 0.04% | 222 |
|
|
2022
Q2 | $304K | Sell |
1,190
-161
| -12% | -$41.1K | 0.03% | 230 |
|
|
2022
Q1 | $339K | Hold |
1,351
| – | – | 0.03% | 220 |
|
|
2021
Q4 | $395K | Buy |
1,351
+33
| +3% | +$9.65K | 0.04% | 220 |
|
|
2021
Q3 | $350K | Buy |
1,318
+32
| +2% | +$8.5K | 0.03% | 217 |
|
|
2021
Q2 | $347K | Sell |
1,286
-30
| -2% | -$8.1K | 0.03% | 220 |
|
|
2021
Q1 | $315K | Hold |
1,316
| – | – | 0.03% | 211 |
|
|
2020
Q4 | $295K | Sell |
1,316
-19
| -1% | -$4.26K | 0.03% | 208 |
|
|
2020
Q3 | $323K | Buy |
1,335
+19
| +1% | +$4.6K | 0.04% | 195 |
|
|
2020
Q2 | $340K | Hold |
1,316
| – | – | 0.05% | 184 |
|
|
2020
Q1 | $287K | Buy |
+1,316
| New | +$287K | 0.05% | 173 |
|