MAWCM
Mine & Arao Wealth Creation & Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
2,003
+9
| +0.5% | +$1.99K | 0.2% | 48 |
|
|
2025
Q1 | $434K | Sell |
1,994
-32
| -2% | -$6.96K | 0.21% | 48 |
|
|
2024
Q4 | $372K | Sell |
2,026
-420
| -17% | -$77.1K | 0.17% | 51 |
|
|
2024
Q3 | $569K | Sell |
2,446
-70
| -3% | -$16.3K | 0.26% | 41 |
|
|
2024
Q2 | $489K | Buy |
2,516
+87
| +4% | +$16.9K | 0.24% | 45 |
|
|
2024
Q1 | $480K | Buy |
2,429
+2
| +0.1% | +$395 | 0.24% | 45 |
|
|
2023
Q4 | $524K | Buy |
2,427
+38
| +2% | +$8.21K | 0.28% | 39 |
|
|
2023
Q3 | $393K | Buy |
2,389
+113
| +5% | +$18.6K | 0.24% | 47 |
|
|
2023
Q2 | $441K | Buy |
2,276
+209
| +10% | +$40.5K | 0.26% | 44 |
|
|
2023
Q1 | $422K | Sell |
2,067
-89
| -4% | -$18.2K | 0.27% | 47 |
|
|
2022
Q4 | $457K | Buy |
2,156
+8
| +0.4% | +$1.7K | 0.34% | 43 |
|
|
2022
Q3 | $461K | Buy |
2,148
+35
| +2% | +$7.51K | 0.34% | 36 |
|
|
2022
Q2 | $540K | Buy |
2,113
+18
| +0.9% | +$4.6K | 0.38% | 35 |
|
|
2022
Q1 | $526K | Buy |
2,095
+656
| +46% | +$165K | 0.31% | 42 |
|
|
2021
Q4 | $421K | Buy |
1,439
+52
| +4% | +$15.2K | 0.23% | 51 |
|
|
2021
Q3 | $368K | Buy |
1,387
+4
| +0.3% | +$1.06K | 0.22% | 50 |
|
|
2021
Q2 | $374K | Buy |
1,383
+104
| +8% | +$28.1K | 0.23% | 52 |
|
|
2021
Q1 | $306K | Buy |
1,279
+54
| +4% | +$12.9K | 0.2% | 53 |
|
|
2020
Q4 | $275K | Buy |
1,225
+4
| +0.3% | +$898 | 0.2% | 54 |
|
|
2020
Q3 | $295K | Buy |
1,221
+351
| +40% | +$84.8K | 0.24% | 49 |
|
|
2020
Q2 | $225K | Buy |
870
+200
| +30% | +$51.7K | 0.21% | 51 |
|
|
2020
Q1 | $146K | Buy |
670
+20
| +3% | +$4.36K | 0.17% | 57 |
|
|
2019
Q4 | $149K | Buy |
+650
| New | +$149K | 0.14% | 64 |
|