LAS
LWM Advisory Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
1,968
-293
| -13% | -$64.8K | 0.3% | 60 |
|
|
2025
Q1 | $493K | Sell |
2,261
-121
| -5% | -$26.4K | 0.34% | 56 |
|
|
2024
Q4 | $435K | Sell |
2,382
-158
| -6% | -$28.9K | 0.3% | 57 |
|
|
2024
Q3 | $591K | Buy |
2,540
+418
| +20% | +$97.2K | 0.44% | 39 |
|
|
2024
Q2 | $412K | Sell |
2,122
-743
| -26% | -$144K | 0.35% | 52 |
|
|
2024
Q1 | $566K | Buy |
2,865
+676
| +31% | +$134K | 0.45% | 38 |
|
|
2023
Q4 | $473K | Sell |
2,189
-788
| -26% | -$170K | 0.42% | 45 |
|
|
2023
Q3 | $487K | Buy |
2,977
+40
| +1% | +$6.55K | 0.52% | 34 |
|
|
2023
Q2 | $571K | Buy |
2,937
+792
| +37% | +$154K | 0.6% | 30 |
|
|
2023
Q1 | $438K | Buy |
2,145
+72
| +3% | +$14.7K | 0.47% | 42 |
|
|
2022
Q4 | $439K | Sell |
2,073
-1,454
| -41% | -$308K | 0.49% | 44 |
|
|
2022
Q3 | $757K | Buy |
3,527
+26
| +0.7% | +$5.58K | 0.86% | 26 |
|
|
2022
Q2 | $895K | Buy |
3,501
+68
| +2% | +$17.4K | 1.07% | 18 |
|
|
2022
Q1 | $862K | Buy |
3,433
+887
| +35% | +$223K | 1.07% | 17 |
|
|
2021
Q4 | $745K | Buy |
+2,546
| New | +$745K | 0.92% | 31 |
|