KSWA
Kathleen S. Wright Associates’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Hold |
2,860
| – | – | 0.25% | 68 |
|
|
2025
Q1 | $630K | Hold |
2,860
| – | – | 0.26% | 67 |
|
|
2024
Q4 | $523K | Sell |
2,860
-275
| -9% | -$50.3K | 0.22% | 72 |
|
|
2024
Q3 | $711K | Hold |
3,135
| – | – | 0.29% | 63 |
|
|
2024
Q2 | $627K | Sell |
3,135
-150
| -5% | -$30K | 0.29% | 64 |
|
|
2024
Q1 | $626K | Buy |
3,285
+10
| +0.3% | +$1.9K | 0.29% | 63 |
|
|
2023
Q4 | $699K | Sell |
3,275
-410
| -11% | -$87.5K | 0.36% | 57 |
|
|
2023
Q3 | $598K | Buy |
3,685
+1,620
| +78% | +$263K | 0.33% | 59 |
|
|
2023
Q2 | $400K | Sell |
2,065
-1,000
| -33% | -$194K | 0.26% | 64 |
|
|
2023
Q1 | $626K | Buy |
3,065
+525
| +21% | +$107K | 0.41% | 54 |
|
|
2022
Q4 | $538K | Sell |
2,540
-405
| -14% | -$85.8K | 0.36% | 60 |
|
|
2022
Q3 | $632K | Buy |
2,945
+1,270
| +76% | +$273K | 0.51% | 47 |
|
|
2022
Q2 | $428K | Buy |
1,675
+125
| +8% | +$31.9K | 0.36% | 59 |
|
|
2022
Q1 | $389K | Buy |
1,550
+100
| +7% | +$25.1K | 0.28% | 65 |
|
|
2021
Q4 | $424K | Buy |
+1,450
| New | +$424K | 0.31% | 65 |
|