FFWA
FRG Family Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Sell |
21,165
-300
| -1% | -$66.3K | 0.81% | 28 |
|
|
2025
Q1 | $4.67M | Sell |
21,465
-495
| -2% | -$108K | 0.9% | 28 |
|
|
2024
Q4 | $4.03M | Sell |
21,960
-70
| -0.3% | -$12.8K | 0.73% | 33 |
|
|
2024
Q3 | $5.12M | Hold |
22,030
| – | – | 0.92% | 30 |
|
|
2024
Q2 | $5.03M | Hold |
22,030
| – | – | 0.97% | 28 |
|
|
2024
Q1 | $3.78M | Sell |
22,030
-550
| -2% | -$94.4K | 0.74% | 30 |
|
|
2023
Q4 | $4.87M | Sell |
22,580
-140
| -0.6% | -$30.2K | 0.99% | 28 |
|
|
2023
Q3 | $3.74M | Sell |
22,720
-641
| -3% | -$105K | 0.84% | 31 |
|
|
2023
Q2 | $4.53M | Sell |
23,361
-55
| -0.2% | -$10.7K | 0.99% | 26 |
|
|
2023
Q1 | $4.78M | Sell |
23,416
-200
| -0.8% | -$40.9K | 1.09% | 27 |
|
|
2022
Q4 | $5M | Sell |
23,616
-637
| -3% | -$135K | 1.19% | 27 |
|
|
2022
Q3 | $5.21M | Sell |
24,253
-92
| -0.4% | -$19.8K | 1.29% | 24 |
|
|
2022
Q2 | $6.22M | Hold |
24,345
| – | – | 1.44% | 20 |
|
|
2022
Q1 | $6.12M | Hold |
24,345
| – | – | 1.19% | 25 |
|
|
2021
Q4 | $7.12M | Sell |
24,345
-667
| -3% | -$195K | 1.33% | 22 |
|
|
2021
Q3 | $6.64M | Sell |
25,012
-945
| -4% | -$251K | 1.3% | 24 |
|
|
2021
Q2 | $7.01M | Hold |
25,957
| – | – | 1.33% | 21 |
|
|
2021
Q1 | $6.21M | Buy |
25,957
+90
| +0.3% | +$21.5K | 1.26% | 22 |
|
|
2020
Q4 | $5.81M | Hold |
25,867
| – | – | 1.26% | 23 |
|
|
2020
Q3 | $6.25M | Hold |
25,867
| – | – | 1.52% | 19 |
|
|
2020
Q2 | $6.69M | Sell |
25,867
-70
| -0.3% | -$18.1K | 1.76% | 13 |
|
|
2020
Q1 | $5.65M | Sell |
25,937
-370
| -1% | -$80.6K | 1.71% | 14 |
|
|
2019
Q4 | $6.05M | Sell |
26,307
-838
| -3% | -$193K | 1.46% | 18 |
|
|
2019
Q3 | $6M | Sell |
27,145
-760
| -3% | -$168K | 1.55% | 15 |
|
|
2019
Q2 | $5.71M | Sell |
27,905
-1,172
| -4% | -$240K | 1.5% | 11 |
|
|
2019
Q1 | $5.73M | Sell |
29,077
-2,860
| -9% | -$564K | 1.62% | 9 |
|
|
2018
Q4 | $5.05M | Sell |
31,937
-2,505
| -7% | -$396K | 1.65% | 11 |
|
|
2018
Q3 | $5M | Sell |
34,442
-370
| -1% | -$53.8K | 1.37% | 17 |
|
|
2018
Q2 | $5.02M | Hold |
34,812
| – | – | 1.5% | 12 |
|
|
2018
Q1 | $5.06M | Buy |
34,812
+28
| +0.1% | +$4.07K | 1.68% | 9 |
|
|
2017
Q4 | $4.96M | Sell |
34,784
-946
| -3% | -$135K | 1.6% | 12 |
|
|
2017
Q3 | $4.88M | Sell |
35,730
-750
| -2% | -$103K | 1.68% | 12 |
|
|
2017
Q2 | $4.83M | Buy |
36,480
+255
| +0.7% | +$33.7K | 1.78% | 12 |
|
|
2017
Q1 | $4.38M | Sell |
36,225
-640
| -2% | -$77.4K | 1.71% | 14 |
|
|
2016
Q4 | $3.9M | Buy |
36,865
+1,185
| +3% | +$125K | 1.63% | 14 |
|
|
2016
Q3 | $4.04M | Sell |
35,680
-222
| -0.6% | -$25.2K | 1.82% | 12 |
|
|
2016
Q2 | $4.08M | Sell |
35,902
-15
| -0% | -$1.7K | 1.84% | 11 |
|
|
2016
Q1 | $3.68M | Hold |
35,917
| – | – | 1.78% | 12 |
|
|
2015
Q4 | $3.48M | Buy |
+35,917
| New | +$3.48M | 1.7% | 11 |
|