MWM
Mascoma Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Hold |
120
| – | – | 0.01% | 242 |
|
|
2025
Q1 | $26.1K | Sell |
120
-125
| -51% | -$27.2K | 0.01% | 243 |
|
|
2024
Q4 | $44.9K | Buy |
245
+16
| +7% | +$2.94K | 0.01% | 209 |
|
|
2024
Q3 | $53.3K | Sell |
229
-10
| -4% | -$2.33K | 0.01% | 188 |
|
|
2024
Q2 | $46.5K | Buy |
239
+205
| +603% | +$39.8K | 0.01% | 200 |
|
|
2024
Q1 | $6.72K | Hold |
34
| – | – | ﹤0.01% | 358 |
|
|
2023
Q4 | $7.34K | Hold |
34
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $5.59K | Hold |
34
| – | – | ﹤0.01% | 384 |
|
|
2023
Q2 | $6.28K | Sell |
34
-148
| -81% | -$27.3K | ﹤0.01% | 367 |
|
|
2023
Q1 | $37.3K | Buy |
182
+2
| +1% | +$410 | 0.01% | 265 |
|
|
2022
Q4 | $38.2K | Buy |
180
+1
| +0.6% | +$212 | 0.01% | 264 |
|
|
2022
Q3 | $38K | Buy |
179
+1
| +0.6% | +$212 | 0.01% | 265 |
|
|
2022
Q2 | $46K | Hold |
178
| – | – | 0.02% | 246 |
|
|
2022
Q1 | $45K | Buy |
178
+1
| +0.6% | +$253 | 0.01% | 272 |
|
|
2021
Q4 | $52K | Sell |
177
-19
| -10% | -$5.58K | 0.02% | 217 |
|
|
2021
Q3 | $52K | Buy |
+196
| New | +$52K | 0.02% | 200 |
|
|
2021
Q2 | – | Sell |
-195
| Closed | -$47K | – | 116 |
|
|
2021
Q1 | $47K | Buy |
+195
| New | +$47K | 0.02% | 210 |
|
|
2019
Q3 | – | Sell |
-174
| Closed | -$36K | – | 88 |
|
|
2019
Q2 | $36K | Hold |
174
| – | – | 0.02% | 179 |
|
|
2019
Q1 | $34K | Hold |
174
| – | – | 0.02% | 176 |
|
|
2018
Q4 | $28K | Hold |
174
| – | – | 0.02% | 177 |
|
|
2018
Q3 | $25K | Hold |
174
| – | – | 0.02% | 216 |
|
|
2018
Q2 | $25K | Hold |
174
| – | – | 0.02% | 207 |
|
|
2018
Q1 | $25K | Hold |
174
| – | – | 0.02% | 202 |
|
|
2017
Q4 | $25K | Sell |
174
-6
| -3% | -$862 | 0.02% | 196 |
|
|
2017
Q3 | $25K | Sell |
180
-26
| -13% | -$3.61K | 0.02% | 206 |
|
|
2017
Q2 | $27K | Buy |
206
+13
| +7% | +$1.7K | 0.02% | 203 |
|
|
2017
Q1 | $23K | Hold |
193
| – | – | 0.02% | 201 |
|
|
2016
Q4 | $20K | Buy |
+193
| New | +$20K | 0.01% | 210 |
|