JWM
Jeppson Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
1,705
| – | – | 0.13% | 139 |
|
|
2025
Q1 | $371K | Sell |
1,705
-5
| -0.3% | -$1.09K | 0.14% | 140 |
|
|
2024
Q4 | $314K | Hold |
1,710
| – | – | 0.11% | 146 |
|
|
2024
Q3 | $398K | Hold |
1,710
| – | – | 0.14% | 137 |
|
|
2024
Q2 | $332K | Buy |
1,710
+75
| +5% | +$14.6K | 0.13% | 149 |
|
|
2024
Q1 | $323K | Sell |
1,635
-15
| -0.9% | -$2.96K | 0.13% | 154 |
|
|
2023
Q4 | $356K | Buy |
+1,650
| New | +$356K | 0.15% | 142 |
|
|
2020
Q4 | – | Sell |
-509
| Closed | -$123K | – | 151 |
|
|
2020
Q3 | $123K | Buy |
+509
| New | +$123K | 0.1% | 154 |
|