OCPWS
One Charles Private Wealth Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
2,061
-32
| -2% | -$7.07K | 0.13% | 87 |
|
|
2025
Q1 | $455K | Sell |
2,093
-117
| -5% | -$25.5K | 0.15% | 79 |
|
|
2024
Q4 | $405K | Sell |
2,210
-294
| -12% | -$53.9K | 0.14% | 89 |
|
|
2024
Q3 | $582K | Sell |
2,504
-28
| -1% | -$6.51K | 0.22% | 69 |
|
|
2024
Q2 | $492K | Buy |
2,532
+42
| +2% | +$8.16K | 0.2% | 77 |
|
|
2024
Q1 | $492K | Buy |
2,490
+13
| +0.5% | +$2.57K | 0.21% | 78 |
|
|
2023
Q4 | $535K | Buy |
2,477
+180
| +8% | +$38.9K | 0.28% | 70 |
|
|
2023
Q3 | $378K | Sell |
2,297
-307
| -12% | -$50.5K | 0.22% | 74 |
|
|
2023
Q2 | $505K | Buy |
2,604
+48
| +2% | +$9.31K | 0.29% | 64 |
|
|
2023
Q1 | $522K | Buy |
2,556
+351
| +16% | +$71.7K | 0.32% | 58 |
|
|
2022
Q4 | $467K | Buy |
2,205
+607
| +38% | +$129K | 0.3% | 57 |
|
|
2022
Q3 | $343K | Buy |
1,598
+282
| +21% | +$60.5K | 0.23% | 75 |
|
|
2022
Q2 | $337K | Buy |
1,316
+91
| +7% | +$23.3K | 0.23% | 85 |
|
|
2022
Q1 | $308K | Buy |
1,225
+1
| +0.1% | +$251 | 0.19% | 84 |
|
|
2021
Q4 | $358K | Buy |
1,224
+54
| +5% | +$15.8K | 0.2% | 78 |
|
|
2021
Q3 | $311K | Buy |
1,170
+75
| +7% | +$19.9K | 0.18% | 79 |
|
|
2021
Q2 | $296K | Buy |
+1,095
| New | +$296K | 0.2% | 83 |
|
|
2020
Q3 | – | Sell |
-993
| Closed | -$252K | – | 40 |
|
|
2020
Q2 | $252K | Buy |
+993
| New | +$252K | 0.13% | 78 |
|