JWM
Jupiter Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
19,838
-673
| -3% | -$137K | 2.05% | 15 |
|
|
2025
Q1 | $4.41M | Sell |
20,511
-1,094
| -5% | -$235K | 2.67% | 12 |
|
|
2024
Q4 | $3.96M | Sell |
21,605
-473
| -2% | -$86.8K | 1.99% | 15 |
|
|
2024
Q3 | $5.13M | Hold |
22,078
| – | – | 2.63% | 11 |
|
|
2024
Q2 | $4.87M | Sell |
22,078
-1,272
| -5% | -$280K | 2.58% | 10 |
|
|
2024
Q1 | $4.23M | Sell |
23,350
-2,473
| -10% | -$448K | 2.24% | 14 |
|
|
2023
Q4 | $5.57M | Buy |
25,823
+830
| +3% | +$179K | 3.28% | 8 |
|
|
2023
Q3 | $4.59M | Buy |
24,993
+4,192
| +20% | +$770K | 2.98% | 10 |
|
|
2023
Q2 | $4.03M | Buy |
20,801
+13
| +0.1% | +$2.52K | 3.46% | 7 |
|
|
2023
Q1 | $4.25M | Sell |
20,788
-3,327
| -14% | -$680K | 3.91% | 6 |
|
|
2022
Q4 | $5.11M | Hold |
24,115
| – | – | 4.94% | 6 |
|
|
2022
Q3 | $5.18M | Sell |
24,115
-399
| -2% | -$85.7K | 5.19% | 5 |
|
|
2022
Q2 | $6.27M | Hold |
24,514
| – | – | 5.71% | 4 |
|
|
2022
Q1 | $6.16M | Sell |
24,514
-2,431
| -9% | -$611K | 3.85% | 5 |
|
|
2021
Q4 | $7.88M | Sell |
26,945
-1,565
| -5% | -$458K | 4.09% | 6 |
|
|
2021
Q3 | $7.87M | Hold |
28,510
| – | – | 3.71% | 8 |
|
|
2021
Q2 | $8.04M | Sell |
28,510
-1,392
| -5% | -$393K | 3.85% | 7 |
|
|
2021
Q1 | $7.49M | Buy |
29,902
+845
| +3% | +$212K | 3.78% | 9 |
|
|
2020
Q4 | $6.52M | Sell |
29,057
-445
| -2% | -$99.9K | 3.99% | 10 |
|
|
2020
Q3 | $7.13M | Sell |
29,502
-12,960
| -31% | -$3.13M | 5.03% | 3 |
|
|
2020
Q2 | $11.1M | Sell |
42,462
-356
| -0.8% | -$92.8K | 5.54% | 1 |
|
|
2020
Q1 | $10M | Sell |
42,818
-6,697
| -14% | -$1.57M | 5.84% | 1 |
|
|
2019
Q4 | $11.6M | Sell |
49,515
-112
| -0.2% | -$26.2K | 5.6% | 2 |
|
|
2019
Q3 | $11M | Sell |
49,627
-376
| -0.8% | -$83.1K | 5.86% | 1 |
|
|
2019
Q2 | $10.4M | Sell |
50,003
-187
| -0.4% | -$39K | 5.17% | 2 |
|
|
2019
Q1 | $9.68M | Buy |
+50,190
| New | +$9.68M | 4.66% | 3 |
|