LWAM
Legacy Wealth Asset Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
7,271
-172
| -2% | -$38K | 0.41% | 61 |
|
|
2025
Q1 | $1.62M | Buy |
7,443
+107
| +1% | +$23.3K | 0.45% | 56 |
|
|
2024
Q4 | $1.35M | Sell |
7,336
-339
| -4% | -$62.2K | 0.37% | 67 |
|
|
2024
Q3 | $1.78M | Sell |
7,675
-110
| -1% | -$25.6K | 0.48% | 56 |
|
|
2024
Q2 | $1.51M | Sell |
7,785
-3,275
| -30% | -$637K | 0.43% | 66 |
|
|
2024
Q1 | $2.19M | Buy |
11,060
+306
| +3% | +$60.5K | 0.61% | 33 |
|
|
2023
Q4 | $2.32M | Buy |
10,754
+422
| +4% | +$91.1K | 0.76% | 15 |
|
|
2023
Q3 | $1.7M | Buy |
10,332
+601
| +6% | +$98.8K | 0.62% | 35 |
|
|
2023
Q2 | $1.89M | Buy |
9,731
+364
| +4% | +$70.6K | 0.66% | 30 |
|
|
2023
Q1 | $1.91M | Buy |
9,367
+158
| +2% | +$32.3K | 0.69% | 26 |
|
|
2022
Q4 | $1.95M | Buy |
9,209
+246
| +3% | +$52.1K | 0.74% | 22 |
|
|
2022
Q3 | $1.92M | Buy |
8,963
+950
| +12% | +$204K | 0.84% | 14 |
|
|
2022
Q2 | $2.05M | Sell |
8,013
-139
| -2% | -$35.5K | 0.83% | 18 |
|
|
2022
Q1 | $2.05M | Buy |
8,152
+270
| +3% | +$67.8K | 0.73% | 18 |
|
|
2021
Q4 | $2.31M | Buy |
7,882
+773
| +11% | +$226K | 0.78% | 15 |
|
|
2021
Q3 | $1.89M | Sell |
7,109
-38
| -0.5% | -$10.1K | 0.86% | 12 |
|
|
2021
Q2 | $1.93M | Buy |
7,147
+28
| +0.4% | +$7.57K | 0.86% | 12 |
|
|
2021
Q1 | $1.7M | Buy |
7,119
+238
| +3% | +$56.9K | 0.79% | 16 |
|
|
2020
Q4 | $1.55M | Buy |
+6,881
| New | +$1.55M | 0.78% | 17 |
|