MCWA
Meadow Creek Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
1,500
-20
| -1% | -$4.42K | 0.22% | 96 |
|
|
2025
Q1 | $331K | Buy |
1,520
+231
| +18% | +$50.3K | 0.25% | 89 |
|
|
2024
Q4 | $236K | Sell |
1,289
-191
| -13% | -$35K | 0.17% | 118 |
|
|
2024
Q3 | $344K | Sell |
1,480
-369
| -20% | -$85.8K | 0.27% | 88 |
|
|
2024
Q2 | $359K | Sell |
1,849
-70
| -4% | -$13.6K | 0.34% | 75 |
|
|
2024
Q1 | $379K | Buy |
1,919
+10
| +0.5% | +$1.98K | 0.26% | 83 |
|
|
2023
Q4 | $412K | Buy |
+1,909
| New | +$412K | 0.4% | 58 |
|
|
2022
Q3 | $451K | Sell |
2,099
-81
| -4% | -$17.4K | 0.6% | 42 |
|
|
2022
Q2 | $557K | Sell |
2,180
-389
| -15% | -$99.4K | 0.69% | 31 |
|
|
2022
Q1 | $645K | Buy |
2,569
+737
| +40% | +$185K | 0.7% | 33 |
|
|
2021
Q4 | $536K | Buy |
+1,832
| New | +$536K | 0.51% | 46 |
|
|
2019
Q4 | $201K | Buy |
+875
| New | +$201K | 0.28% | 92 |
|