MGWM
Marks Group Wealth Management’s American Tower AMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.78M | Sell |
8,052
-273
| -3% | -$60.3K | 0.17% | 127 |
|
2025
Q1 | $1.81M | Buy |
8,325
+279
| +3% | +$60.7K | 0.17% | 131 |
|
2024
Q4 | $1.48M | Sell |
8,046
-93
| -1% | -$17.1K | 0.15% | 140 |
|
2024
Q3 | $1.89M | Sell |
8,139
-85
| -1% | -$19.8K | 0.18% | 131 |
|
2024
Q2 | $1.6M | Buy |
8,224
+2,792
| +51% | +$543K | 0.17% | 139 |
|
2024
Q1 | $1.07M | Buy |
+5,432
| New | +$1.07M | 0.11% | 164 |
|