KLWA
Kelly Lawrence W & Associates’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
1,020
-700
| -41% | -$155K | 0.06% | 74 |
|
|
2025
Q1 | $374K | Hold |
1,720
| – | – | 0.09% | 65 |
|
|
2024
Q4 | $315K | Sell |
1,720
-49,439
| -97% | -$9.07M | 0.07% | 70 |
|
|
2024
Q3 | $11.9M | Sell |
51,159
-248
| -0.5% | -$57.7K | 2.68% | 14 |
|
|
2024
Q2 | $9.99M | Buy |
51,407
+646
| +1% | +$126K | 2.28% | 22 |
|
|
2024
Q1 | $10M | Buy |
50,761
+91
| +0.2% | +$18K | 2.28% | 22 |
|
|
2023
Q4 | $10.9M | Buy |
50,670
+4,390
| +9% | +$948K | 2.62% | 18 |
|
|
2023
Q3 | $7.61M | Buy |
46,280
+1,550
| +3% | +$255K | 2.04% | 21 |
|
|
2023
Q2 | $8.5M | Sell |
44,730
-100
| -0.2% | -$19K | 2.2% | 21 |
|
|
2023
Q1 | $9.16M | Buy |
44,830
+1,800
| +4% | +$368K | 2.48% | 19 |
|
|
2022
Q4 | $9.12M | Sell |
43,030
-3,150
| -7% | -$667K | 2.6% | 18 |
|
|
2022
Q3 | $9.91M | Buy |
46,180
+2,710
| +6% | +$582K | 2.77% | 17 |
|
|
2022
Q2 | $11.1M | Sell |
43,470
-3,660
| -8% | -$935K | 3.04% | 14 |
|
|
2022
Q1 | $11.8M | Buy |
47,130
+2,895
| +7% | +$727K | 2.53% | 19 |
|
|
2021
Q4 | $12.9M | Sell |
44,235
-375
| -0.8% | -$110K | 2.56% | 17 |
|
|
2021
Q3 | $11.8M | Buy |
44,610
+25
| +0.1% | +$6.64K | 2.5% | 18 |
|
|
2021
Q2 | $12M | Buy |
44,585
+475
| +1% | +$128K | 2.59% | 18 |
|
|
2021
Q1 | $10.5M | Buy |
44,110
+44,060
| +88,120% | +$10.5M | 2.5% | 20 |
|
|
2020
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 88 |
|
|
2020
Q3 | $12K | Hold |
50
| – | – | ﹤0.01% | 117 |
|
|
2020
Q2 | $13K | Buy |
+50
| New | +$13K | ﹤0.01% | 113 |
|