LWA
Lineweaver Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
5,142
+375
| +8% | +$82.9K | 0.18% | 89 |
|
|
2025
Q1 | $1.04M | Buy |
4,767
+423
| +10% | +$92.2K | 0.18% | 89 |
|
|
2024
Q4 | $798K | Buy |
4,344
+441
| +11% | +$81.1K | 0.15% | 93 |
|
|
2024
Q3 | $910K | Buy |
3,903
+55
| +1% | +$12.8K | 0.17% | 87 |
|
|
2024
Q2 | $749K | Buy |
3,848
+214
| +6% | +$41.7K | 0.16% | 95 |
|
|
2024
Q1 | $720K | Buy |
3,634
+320
| +10% | +$63.4K | 0.17% | 90 |
|
|
2023
Q4 | $717K | Buy |
3,314
+1,054
| +47% | +$228K | 0.19% | 88 |
|
|
2023
Q3 | $372K | Buy |
+2,260
| New | +$372K | 0.11% | 107 |
|
|
2022
Q4 | – | Sell |
-945
| Closed | -$202K | – | 123 |
|
|
2022
Q3 | $202K | Buy |
945
+5
| +0.5% | +$1.07K | 0.07% | 120 |
|
|
2022
Q2 | $240K | Sell |
940
-205
| -18% | -$52.3K | 0.08% | 115 |
|
|
2022
Q1 | $287K | Buy |
1,145
+5
| +0.4% | +$1.25K | 0.08% | 116 |
|
|
2021
Q4 | $333K | Buy |
1,140
+4
| +0.4% | +$1.17K | 0.1% | 105 |
|
|
2021
Q3 | $301K | Buy |
1,136
+7
| +0.6% | +$1.86K | 0.09% | 111 |
|
|
2021
Q2 | $305K | Sell |
1,129
-12
| -1% | -$3.24K | 0.1% | 100 |
|
|
2021
Q1 | $272K | Buy |
1,141
+71
| +7% | +$16.9K | 0.1% | 94 |
|
|
2020
Q4 | $240K | Buy |
1,070
+39
| +4% | +$8.75K | 0.09% | 87 |
|
|
2020
Q3 | $249K | Buy |
1,031
+128
| +14% | +$30.9K | 0.11% | 77 |
|
|
2020
Q2 | $233K | Buy |
+903
| New | +$233K | 0.12% | 72 |
|