KWM
Keebeck Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,954
| Closed | -$2.76M | – | 263 |
|
|
2024
Q1 | $2.76M | Sell |
13,954
-562
| -4% | -$111K | 0.41% | 69 |
|
|
2023
Q4 | $3.16M | Sell |
14,516
-1,422
| -9% | -$309K | 0.52% | 57 |
|
|
2023
Q3 | $2.62M | Buy |
15,938
+360
| +2% | +$59.2K | 0.46% | 64 |
|
|
2023
Q2 | $3.05M | Buy |
15,578
+2,043
| +15% | +$399K | 0.42% | 66 |
|
|
2023
Q1 | $2.77M | Buy |
13,535
+2,965
| +28% | +$606K | 0.45% | 58 |
|
|
2022
Q4 | $2.26M | Sell |
10,570
-634
| -6% | -$135K | 0.4% | 63 |
|
|
2022
Q3 | $2.41M | Buy |
11,204
+1,085
| +11% | +$233K | 0.46% | 53 |
|
|
2022
Q2 | $2.6M | Buy |
10,119
+1,653
| +20% | +$425K | 0.5% | 46 |
|
|
2022
Q1 | $2.13M | Buy |
8,466
+1,074
| +15% | +$270K | 0.35% | 67 |
|
|
2021
Q4 | $2.17M | Buy |
7,392
+655
| +10% | +$192K | 0.39% | 63 |
|
|
2021
Q3 | $1.8M | Buy |
6,737
+1,306
| +24% | +$348K | 0.35% | 67 |
|
|
2021
Q2 | $1.47M | Buy |
5,431
+1,052
| +24% | +$286K | 0.21% | 88 |
|
|
2021
Q1 | $1.05M | Buy |
4,379
+125
| +3% | +$29.9K | 0.16% | 104 |
|
|
2020
Q4 | $960K | Buy |
4,254
+285
| +7% | +$64.3K | 0.17% | 98 |
|
|
2020
Q3 | $963K | Sell |
3,969
-120
| -3% | -$29.1K | 0.2% | 78 |
|
|
2020
Q2 | $1.06M | Buy |
4,089
+825
| +25% | +$214K | 0.34% | 62 |
|
|
2020
Q1 | $710K | Buy |
3,264
+1,293
| +66% | +$281K | 0.3% | 71 |
|
|
2019
Q4 | $454K | Buy |
+1,971
| New | +$454K | 0.14% | 105 |
|