IWS
Insight Wealth Strategies’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
10,664
-589
| -5% | -$132K | 0.3% | 88 |
|
|
2025
Q1 | $2.45M | Buy |
11,253
+202
| +2% | +$44K | 0.33% | 85 |
|
|
2024
Q4 | $2.03M | Buy |
11,051
+211
| +2% | +$38.7K | 0.27% | 94 |
|
|
2024
Q3 | $2.52M | Buy |
10,840
+194
| +2% | +$45.1K | 0.33% | 80 |
|
|
2024
Q2 | $2.07M | Buy |
10,646
+723
| +7% | +$141K | 0.29% | 84 |
|
|
2024
Q1 | $1.96M | Buy |
9,923
+743
| +8% | +$147K | 0.29% | 93 |
|
|
2023
Q4 | $1.98M | Buy |
9,180
+1,170
| +15% | +$253K | 0.32% | 70 |
|
|
2023
Q3 | $1.32M | Buy |
8,010
+994
| +14% | +$163K | 0.25% | 85 |
|
|
2023
Q2 | $1.36M | Buy |
7,016
+79
| +1% | +$15.3K | 0.26% | 74 |
|
|
2023
Q1 | $1.42M | Buy |
6,937
+505
| +8% | +$103K | 0.28% | 71 |
|
|
2022
Q4 | $1.36M | Sell |
6,432
-36
| -0.6% | -$7.63K | 0.26% | 74 |
|
|
2022
Q3 | $1.65M | Hold |
6,468
| – | – | 0.31% | 47 |
|
|
2022
Q2 | $1.65M | Buy |
6,468
+557
| +9% | +$142K | 0.31% | 47 |
|
|
2022
Q1 | $1.49M | Buy |
5,911
+993
| +20% | +$249K | 0.22% | 74 |
|
|
2021
Q4 | $1.44M | Buy |
4,918
+779
| +19% | +$228K | 0.2% | 78 |
|
|
2021
Q3 | $1.1M | Buy |
4,139
+93
| +2% | +$24.7K | 0.15% | 90 |
|
|
2021
Q2 | $1.09M | Sell |
4,046
-211
| -5% | -$57K | 0.16% | 86 |
|
|
2021
Q1 | $1.02M | Buy |
4,257
+2,888
| +211% | +$691K | 0.14% | 100 |
|
|
2020
Q4 | $307K | Buy |
1,369
+209
| +18% | +$46.9K | 0.05% | 166 |
|
|
2020
Q3 | $280K | Buy |
1,160
+165
| +17% | +$39.8K | 0.05% | 153 |
|
|
2020
Q2 | $257K | Sell |
995
-28
| -3% | -$7.23K | 0.06% | 142 |
|
|
2020
Q1 | $223K | Sell |
1,023
-2,057
| -67% | -$448K | 0.06% | 136 |
|
|
2019
Q4 | $708K | Buy |
3,080
+1,053
| +52% | +$242K | 0.15% | 98 |
|
|
2019
Q3 | $448K | Sell |
2,027
-2,307
| -53% | -$510K | 0.11% | 125 |
|
|
2019
Q2 | $886K | Buy |
4,334
+864
| +25% | +$177K | 0.22% | 74 |
|
|
2019
Q1 | $684K | Buy |
+3,470
| New | +$684K | 0.19% | 76 |
|