GWANC
Guardian Wealth Advisors (North Carolina)’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
11,007
+1,347
| +14% | +$298K | 0.17% | 82 |
|
|
2025
Q1 | $2.1M | Buy |
9,660
+333
| +4% | +$72.5K | 0.17% | 85 |
|
|
2024
Q4 | $1.71M | Buy |
9,327
+1,353
| +17% | +$248K | 0.13% | 98 |
|
|
2024
Q3 | $1.85M | Buy |
7,974
+118
| +2% | +$27.4K | 0.2% | 69 |
|
|
2024
Q2 | $1.53M | Sell |
7,856
-339
| -4% | -$65.9K | 0.18% | 73 |
|
|
2024
Q1 | $1.62M | Buy |
8,195
+229
| +3% | +$45.2K | 0.2% | 74 |
|
|
2023
Q4 | $1.72M | Buy |
7,966
+92
| +1% | +$19.9K | 0.26% | 58 |
|
|
2023
Q3 | $1.29M | Buy |
7,874
+1,372
| +21% | +$226K | 0.22% | 69 |
|
|
2023
Q2 | $1.27M | Buy |
6,502
+1,102
| +20% | +$215K | 0.22% | 61 |
|
|
2023
Q1 | $1.1M | Buy |
5,400
+1,734
| +47% | +$354K | 0.19% | 68 |
|
|
2022
Q4 | $782K | Buy |
3,666
+2,121
| +137% | +$453K | 0.15% | 81 |
|
|
2022
Q3 | $332K | Sell |
1,545
-4
| -0.3% | -$860 | 0.06% | 137 |
|
|
2022
Q2 | $398K | Buy |
+1,549
| New | +$398K | 0.07% | 123 |
|