MWM
Mattern Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
3,185
-34
| -1% | -$7.52K | 0.15% | 73 |
|
|
2025
Q1 | $700K | Sell |
3,219
-315
| -9% | -$68.5K | 0.15% | 78 |
|
|
2024
Q4 | $648K | Sell |
3,534
-830
| -19% | -$152K | 0.14% | 85 |
|
|
2024
Q3 | $1.01M | Sell |
4,364
-403
| -8% | -$93.7K | 0.22% | 70 |
|
|
2024
Q2 | $927K | Sell |
4,767
-6,220
| -57% | -$1.21M | 0.22% | 78 |
|
|
2024
Q1 | $2.17M | Sell |
10,987
-828
| -7% | -$164K | 0.53% | 61 |
|
|
2023
Q4 | $2.55M | Buy |
11,815
+814
| +7% | +$176K | 0.66% | 46 |
|
|
2023
Q3 | $1.81M | Sell |
11,001
-66
| -0.6% | -$10.9K | 0.53% | 52 |
|
|
2023
Q2 | $2.15M | Buy |
11,067
+722
| +7% | +$140K | 0.63% | 45 |
|
|
2023
Q1 | $2.11M | Sell |
10,345
-896
| -8% | -$183K | 0.7% | 43 |
|
|
2022
Q4 | $2.38M | Sell |
11,241
-27
| -0.2% | -$5.72K | 0.96% | 33 |
|
|
2022
Q3 | $2.42M | Sell |
11,268
-76
| -0.7% | -$16.3K | 0.97% | 28 |
|
|
2022
Q2 | $2.9M | Sell |
11,344
-125
| -1% | -$31.9K | 1.13% | 23 |
|
|
2022
Q1 | $2.88M | Buy |
11,469
+1,178
| +11% | +$296K | 0.94% | 30 |
|
|
2021
Q4 | $3.01M | Buy |
10,291
+62
| +0.6% | +$18.1K | 0.88% | 32 |
|
|
2021
Q3 | $2.72M | Sell |
10,229
-33
| -0.3% | -$8.76K | 0.91% | 29 |
|
|
2021
Q2 | $2.9M | Buy |
10,262
+178
| +2% | +$50.3K | 0.92% | 30 |
|
|
2021
Q1 | $2.41M | Sell |
10,084
-1,322
| -12% | -$316K | 0.85% | 32 |
|
|
2020
Q4 | $2.56M | Buy |
+11,406
| New | +$2.56M | 0.97% | 27 |
|
|
2020
Q1 | – | Sell |
-12,663
| Closed | -$2.91M | – | 117 |
|
|
2019
Q4 | $2.91M | Buy |
+12,663
| New | +$2.91M | 1.75% | 8 |
|