KWM
Kingsview Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.48M | Sell |
42,877
-4,415
| -9% | -$976K | 0.16% | 121 |
|
|
2025
Q1 | $10.3M | Sell |
47,292
-123,617
| -72% | -$26.9M | 0.19% | 110 |
|
|
2024
Q4 | $31.3M | Buy |
170,909
+27,251
| +19% | +$5M | 0.61% | 30 |
|
|
2024
Q3 | $33.4M | Buy |
143,658
+6,974
| +5% | +$1.62M | 0.7% | 31 |
|
|
2024
Q2 | $26.6M | Buy |
136,684
+98,156
| +255% | +$19.1M | 0.63% | 31 |
|
|
2024
Q1 | $7.61M | Buy |
38,528
+4,660
| +14% | +$921K | 0.19% | 128 |
|
|
2023
Q4 | $7.31M | Sell |
33,868
-2,112
| -6% | -$456K | 0.22% | 117 |
|
|
2023
Q3 | $5.92M | Buy |
35,980
+3,906
| +12% | +$642K | 0.21% | 110 |
|
|
2023
Q2 | $6.22M | Buy |
32,074
+1,173
| +4% | +$227K | 0.24% | 95 |
|
|
2023
Q1 | $6.31M | Buy |
30,901
+610
| +2% | +$125K | 0.27% | 86 |
|
|
2022
Q4 | $6.42M | Sell |
30,291
-22,208
| -42% | -$4.7M | 0.28% | 89 |
|
|
2022
Q3 | $11.3M | Buy |
52,499
+3,688
| +8% | +$792K | 0.53% | 35 |
|
|
2022
Q2 | $12.5M | Buy |
48,811
+33,024
| +209% | +$8.44M | 0.6% | 30 |
|
|
2022
Q1 | $3.97M | Sell |
15,787
-474
| -3% | -$119K | 0.17% | 134 |
|
|
2021
Q4 | $4.76M | Buy |
16,261
+2,595
| +19% | +$759K | 0.2% | 114 |
|
|
2021
Q3 | $3.63M | Buy |
13,666
+498
| +4% | +$132K | 0.17% | 135 |
|
|
2021
Q2 | $3.56M | Sell |
13,168
-3,312
| -20% | -$895K | 0.18% | 130 |
|
|
2021
Q1 | $3.96M | Buy |
16,480
+2,618
| +19% | +$628K | 0.22% | 105 |
|
|
2020
Q4 | $3.11M | Buy |
13,862
+5,693
| +70% | +$1.28M | 0.23% | 106 |
|
|
2020
Q3 | $1.98M | Sell |
8,169
-180
| -2% | -$43.5K | 0.18% | 138 |
|
|
2020
Q2 | $2.16M | Sell |
8,349
-1,083
| -11% | -$280K | 0.22% | 115 |
|
|
2020
Q1 | $2.05M | Buy |
9,432
+4,052
| +75% | +$882K | 0.28% | 99 |
|
|
2019
Q4 | $1.24M | Buy |
5,380
+2,495
| +86% | +$573K | 0.15% | 172 |
|
|
2019
Q3 | $638K | Buy |
2,885
+21
| +0.7% | +$4.64K | 0.1% | 218 |
|
|
2019
Q2 | $586K | Sell |
2,864
-1,025
| -26% | -$210K | 0.1% | 219 |
|
|
2019
Q1 | $766K | Buy |
3,889
+199
| +5% | +$39.2K | 0.12% | 209 |
|
|
2018
Q4 | $584K | Buy |
3,690
+960
| +35% | +$152K | 0.13% | 198 |
|
|
2018
Q3 | $397K | Buy |
2,730
+758
| +38% | +$110K | 0.08% | 250 |
|
|
2018
Q2 | $284K | Sell |
1,972
-28
| -1% | -$4.03K | 0.07% | 268 |
|
|
2018
Q1 | $291K | Buy |
2,000
+216
| +12% | +$31.4K | 0.07% | 260 |
|
|
2017
Q4 | $254K | Buy |
+1,784
| New | +$254K | 0.09% | 264 |
|
|
2017
Q2 | – | Sell |
-5,822
| Closed | -$708K | – | 265 |
|
|
2017
Q1 | $708K | Buy |
+5,822
| New | +$708K | 0.42% | 81 |
|