FWM
FFT Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Hold |
1,650
| – | – | 0.07% | 77 |
|
|
2025
Q1 | $359K | Buy |
+1,650
| New | +$359K | 0.08% | 73 |
|
|
2023
Q2 | – | Sell |
-1,119
| Closed | -$229K | – | 134 |
|
|
2023
Q1 | $229K | Hold |
1,119
| – | – | 0.03% | 98 |
|
|
2022
Q4 | $237K | Sell |
1,119
-42
| -4% | -$8.9K | 0.03% | 86 |
|
|
2022
Q3 | $249K | Sell |
1,161
-203
| -15% | -$43.5K | 0.03% | 69 |
|
|
2022
Q2 | $349K | Sell |
1,364
-1,040
| -43% | -$266K | 0.04% | 37 |
|
|
2022
Q1 | $604K | Hold |
2,404
| – | – | 0.06% | 35 |
|
|
2021
Q4 | $703K | Buy |
+2,404
| New | +$703K | 0.06% | 34 |
|
|
2021
Q3 | – | Sell |
-404
| Closed | -$109K | – | 101 |
|
|
2021
Q2 | $109K | Buy |
+404
| New | +$109K | 0.02% | 98 |
|