GWS
Glassman Wealth Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,242
| Closed | -$268K | – | 291 |
|
|
2023
Q4 | $268K | Buy |
1,242
+56
| +5% | +$12.1K | 0.04% | 150 |
|
|
2023
Q3 | $195K | Buy |
1,186
+73
| +7% | +$12K | 0.03% | 170 |
|
|
2023
Q2 | $216K | Buy |
1,113
+47
| +4% | +$9.12K | 0.03% | 162 |
|
|
2023
Q1 | $218K | Sell |
1,066
-213
| -17% | -$43.5K | 0.04% | 158 |
|
|
2022
Q4 | $271K | Sell |
1,279
-10
| -0.8% | -$2.12K | 0.05% | 140 |
|
|
2022
Q3 | $277K | Sell |
1,289
-45
| -3% | -$9.67K | 0.06% | 113 |
|
|
2022
Q2 | $341K | Buy |
1,334
+243
| +22% | +$62.1K | 0.07% | 103 |
|
|
2022
Q1 | $274K | Sell |
1,091
-81
| -7% | -$20.3K | 0.05% | 133 |
|
|
2021
Q4 | $343K | Buy |
1,172
+93
| +9% | +$27.2K | 0.06% | 102 |
|
|
2021
Q3 | $286K | Buy |
1,079
+33
| +3% | +$8.75K | 0.06% | 112 |
|
|
2021
Q2 | $283K | Buy |
1,046
+113
| +12% | +$30.6K | 0.06% | 108 |
|
|
2021
Q1 | $223K | Sell |
933
-102
| -10% | -$24.4K | 0.05% | 130 |
|
|
2020
Q4 | $232K | Buy |
1,035
+15
| +1% | +$3.36K | 0.05% | 126 |
|
|
2020
Q3 | $247K | Buy |
1,020
+48
| +5% | +$11.6K | 0.07% | 104 |
|
|
2020
Q2 | $251K | Sell |
972
-189
| -16% | -$48.8K | 0.08% | 99 |
|
|
2020
Q1 | $253K | Sell |
1,161
-51
| -4% | -$11.1K | 0.1% | 90 |
|
|
2019
Q4 | $279K | Buy |
1,212
+57
| +5% | +$13.1K | 0.11% | 96 |
|
|
2019
Q3 | $255K | Sell |
1,155
-10
| -0.9% | -$2.21K | 0.1% | 93 |
|
|
2019
Q2 | $238K | Buy |
1,165
+518
| +80% | +$106K | 0.1% | 99 |
|
|
2019
Q1 | $127K | Buy |
647
+83
| +15% | +$16.3K | 0.06% | 141 |
|
|
2018
Q4 | $89K | Sell |
564
-252
| -31% | -$39.8K | 0.05% | 146 |
|
|
2018
Q3 | $119K | Sell |
816
-55
| -6% | -$8.02K | 0.05% | 141 |
|
|
2018
Q2 | $126K | Buy |
871
+10
| +1% | +$1.45K | 0.06% | 122 |
|
|
2018
Q1 | $125K | Buy |
861
+4
| +0.5% | +$581 | 0.08% | 108 |
|
|
2017
Q4 | $122K | Sell |
857
-173
| -17% | -$24.6K | 0.07% | 99 |
|
|
2017
Q3 | $141K | Buy |
1,030
+1
| +0.1% | +$137 | 0.09% | 95 |
|
|
2017
Q2 | $136K | Buy |
1,029
+231
| +29% | +$30.5K | 0.09% | 96 |
|
|
2017
Q1 | $97K | Buy |
798
+4
| +0.5% | +$486 | 0.07% | 115 |
|
|
2016
Q4 | $84K | Buy |
794
+1
| +0.1% | +$106 | 0.06% | 145 |
|
|
2016
Q3 | $90K | Buy |
793
+1
| +0.1% | +$113 | 0.08% | 105 |
|
|
2016
Q2 | $90K | Buy |
792
+1
| +0.1% | +$114 | 0.08% | 101 |
|
|
2016
Q1 | $81K | Buy |
791
+1
| +0.1% | +$102 | 0.07% | 116 |
|
|
2015
Q4 | $77K | Buy |
790
+1
| +0.1% | +$97 | 0.07% | 122 |
|
|
2015
Q3 | $69K | Buy |
789
+1
| +0.1% | +$87 | 0.06% | 123 |
|
|
2015
Q2 | $74K | Buy |
788
+1
| +0.1% | +$94 | 0.06% | 124 |
|
|
2015
Q1 | $74K | Buy |
787
+1
| +0.1% | +$94 | 0.06% | 123 |
|
|
2014
Q4 | $78K | Buy |
+786
| New | +$78K | 0.06% | 129 |
|