MSWM
Mowery & Schoenfeld Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.5K | Hold |
387
| – | – | 0.13% | 86 |
|
|
2025
Q1 | $84.2K | Hold |
387
| – | – | 0.17% | 93 |
|
|
2024
Q4 | $71K | Buy |
387
+230
| +146% | +$42.2K | 0.14% | 88 |
|
|
2024
Q3 | $36.5K | Hold |
157
| – | – | 0.06% | 117 |
|
|
2024
Q2 | $30.5K | Buy |
+157
| New | +$30.5K | 0.04% | 124 |
|