GSWM
Golden State Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
619
+250
| +68% | +$55.3K | 0.02% | 419 |
|
|
2025
Q1 | $80.5K | Buy |
369
+69
| +23% | +$15K | 0.01% | 496 |
|
|
2024
Q4 | $55.1K | Buy |
+300
| New | +$55.1K | 0.01% | 557 |
|
|
2022
Q1 | $740K | Sell |
2,945
-791
| -21% | -$199K | 0.15% | 135 |
|
|
2021
Q4 | $1.09M | Buy |
3,736
+1,110
| +42% | +$325K | 0.19% | 113 |
|
|
2021
Q3 | $697K | Buy |
2,626
+26
| +1% | +$6.9K | 0.15% | 130 |
|
|
2021
Q2 | $702K | Buy |
+2,600
| New | +$702K | 0.15% | 127 |
|
|
2021
Q1 | – | Sell |
-1,398
| Closed | -$314K | – | 204 |
|
|
2020
Q4 | $314K | Buy |
+1,398
| New | +$314K | 0.09% | 173 |
|
|
2020
Q3 | – | Sell |
-1,209
| Closed | -$313K | – | 427 |
|
|
2020
Q2 | $313K | Buy |
1,209
+984
| +437% | +$255K | 0.1% | 133 |
|
|
2020
Q1 | $49K | Buy |
+225
| New | +$49K | 0.02% | 364 |
|
|
2019
Q4 | – | Sell |
-225
| Closed | -$50K | – | 94 |
|
|
2019
Q3 | $50K | Sell |
225
-13
| -5% | -$2.89K | 0.02% | 425 |
|
|
2019
Q2 | $48K | Hold |
238
| – | – | 0.02% | 465 |
|
|
2019
Q1 | $47K | Buy |
+238
| New | +$47K | 0.02% | 456 |
|