FWA
FSM Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
5,823
+1,459
| +33% | +$321K | 0.21% | 70 |
|
|
2025
Q1 | $950K | Buy |
4,364
+82
| +2% | +$17.8K | 0.21% | 65 |
|
|
2024
Q4 | $814K | Sell |
4,282
-108
| -2% | -$20.5K | 0.2% | 71 |
|
|
2024
Q3 | $1.02M | Sell |
4,390
-172
| -4% | -$40K | 0.27% | 58 |
|
|
2024
Q2 | $887K | Buy |
4,562
+14
| +0.3% | +$2.72K | 0.3% | 55 |
|
|
2024
Q1 | $899K | Buy |
4,548
+114
| +3% | +$22.5K | 0.32% | 56 |
|
|
2023
Q4 | $957K | Buy |
4,434
+42
| +1% | +$9.07K | 0.41% | 48 |
|
|
2023
Q3 | $722K | Sell |
4,392
-3
| -0.1% | -$493 | 0.36% | 54 |
|
|
2023
Q2 | $855K | Sell |
4,395
-35
| -0.8% | -$6.81K | 0.43% | 47 |
|
|
2023
Q1 | $905K | Sell |
4,430
-629
| -12% | -$129K | 0.53% | 43 |
|
|
2022
Q4 | $1.07M | Sell |
5,059
-125
| -2% | -$26.5K | 0.76% | 35 |
|
|
2022
Q3 | $1.11M | Buy |
5,184
+104
| +2% | +$22.3K | 0.92% | 32 |
|
|
2022
Q2 | $1.39M | Buy |
+5,080
| New | +$1.39M | 1.37% | 26 |
|