JWCA
J.W. Coons Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+1,041
| New | +$230K | 0.05% | 225 |
|
|
2024
Q1 | – | Sell |
-1,091
| Closed | -$236K | – | 240 |
|
|
2023
Q4 | $236K | Sell |
1,091
-424
| -28% | -$91.5K | 0.06% | 219 |
|
|
2023
Q3 | $249K | Sell |
1,515
-100
| -6% | -$16.4K | 0.07% | 201 |
|
|
2023
Q2 | $313K | Sell |
1,615
-115
| -7% | -$22.3K | 0.09% | 189 |
|
|
2023
Q1 | $354K | Sell |
1,730
-1,216
| -41% | -$248K | 0.1% | 173 |
|
|
2022
Q4 | $624K | Sell |
2,946
-567
| -16% | -$120K | 0.19% | 121 |
|
|
2022
Q3 | $754K | Buy |
3,513
+400
| +13% | +$85.9K | 0.29% | 97 |
|
|
2022
Q2 | $799K | Sell |
3,113
-174
| -5% | -$44.7K | 0.28% | 92 |
|
|
2022
Q1 | $827K | Buy |
3,287
+410
| +14% | +$103K | 0.25% | 108 |
|
|
2021
Q4 | $843K | Buy |
2,877
+618
| +27% | +$181K | 0.25% | 104 |
|
|
2021
Q3 | $602K | Buy |
2,259
+703
| +45% | +$187K | 0.21% | 121 |
|
|
2021
Q2 | $422K | Sell |
1,556
-1,030
| -40% | -$279K | 0.15% | 152 |
|
|
2021
Q1 | $620K | Buy |
2,586
+425
| +20% | +$102K | 0.22% | 120 |
|
|
2020
Q4 | $483K | Sell |
2,161
-300
| -12% | -$67.1K | 0.18% | 128 |
|
|
2020
Q3 | $593K | Buy |
2,461
+235
| +11% | +$56.6K | 0.25% | 111 |
|
|
2020
Q2 | $579K | Buy |
2,226
+240
| +12% | +$62.4K | 0.26% | 102 |
|
|
2020
Q1 | $435K | Buy |
+1,986
| New | +$435K | 0.23% | 112 |
|