HWA
HHM Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Sell |
2,601
-17
| -0.6% | -$3.76K | 0.07% | 107 |
|
|
2025
Q1 | $570K | Hold |
2,618
| – | – | 0.08% | 96 |
|
|
2024
Q4 | $480K | Buy |
2,618
+2,050
| +361% | +$376K | 0.07% | 108 |
|
|
2024
Q3 | $132K | Buy |
568
+17
| +3% | +$3.95K | 0.02% | 222 |
|
|
2024
Q2 | $107K | Sell |
551
-364
| -40% | -$70.8K | 0.02% | 238 |
|
|
2024
Q1 | $181K | Hold |
915
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $198K | Hold |
915
| – | – | 0.03% | 142 |
|
|
2023
Q3 | $150K | Buy |
915
+337
| +58% | +$55.4K | 0.03% | 155 |
|
|
2023
Q2 | $112K | Sell |
578
-334
| -37% | -$64.8K | 0.02% | 192 |
|
|
2023
Q1 | $186K | Buy |
912
+14
| +2% | +$2.86K | 0.04% | 134 |
|
|
2022
Q4 | $190K | Buy |
898
+77
| +9% | +$16.3K | 0.04% | 122 |
|
|
2022
Q3 | $176K | Sell |
821
-577
| -41% | -$124K | 0.05% | 117 |
|
|
2022
Q2 | $357K | Sell |
1,398
-28
| -2% | -$7.15K | 0.09% | 79 |
|
|
2022
Q1 | $358K | Buy |
1,426
+417
| +41% | +$105K | 0.08% | 92 |
|
|
2021
Q4 | $295K | Hold |
1,009
| – | – | 0.07% | 104 |
|
|
2021
Q3 | $268K | Hold |
1,009
| – | – | 0.07% | 103 |
|
|
2021
Q2 | $272K | Buy |
1,009
+22
| +2% | +$5.93K | 0.07% | 105 |
|
|
2021
Q1 | $236K | Hold |
987
| – | – | 0.07% | 101 |
|
|
2020
Q4 | $222K | Hold |
987
| – | – | 0.08% | 98 |
|
|
2020
Q3 | $239K | Sell |
987
-12
| -1% | -$2.91K | 0.1% | 76 |
|
|
2020
Q2 | $258K | Sell |
999
-76
| -7% | -$19.6K | 0.11% | 72 |
|
|
2020
Q1 | $234K | Buy |
+1,075
| New | +$234K | 0.11% | 69 |
|