PPWM
Paragon Private Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
4,434
-713
| -14% | -$158K | 0.39% | 72 |
|
|
2025
Q1 | $1.12M | Sell |
5,147
-1,218
| -19% | -$265K | 0.52% | 58 |
|
|
2024
Q4 | $1.17M | Buy |
6,365
+76
| +1% | +$13.9K | 0.54% | 53 |
|
|
2024
Q3 | $1.46M | Buy |
6,289
+407
| +7% | +$94.7K | 0.72% | 40 |
|
|
2024
Q2 | $1.14M | Buy |
5,882
+137
| +2% | +$26.6K | 0.65% | 44 |
|
|
2024
Q1 | $1.14M | Buy |
5,745
+47
| +0.8% | +$9.29K | 0.68% | 47 |
|
|
2023
Q4 | $1.23M | Buy |
5,698
+401
| +8% | +$86.6K | 0.86% | 40 |
|
|
2023
Q3 | $871K | Buy |
5,297
+41
| +0.8% | +$6.74K | 0.72% | 50 |
|
|
2023
Q2 | $1.02M | Sell |
5,256
-58
| -1% | -$11.2K | 0.81% | 45 |
|
|
2023
Q1 | $1.09M | Buy |
5,314
+879
| +20% | +$180K | 0.92% | 38 |
|
|
2022
Q4 | $940K | Buy |
4,435
+600
| +16% | +$127K | 0.85% | 40 |
|
|
2022
Q3 | $750K | Buy |
3,835
+663
| +21% | +$130K | 0.73% | 42 |
|
|
2022
Q2 | $811K | Buy |
3,172
+2
| +0.1% | +$511 | 0.86% | 38 |
|
|
2022
Q1 | $848K | Buy |
3,170
+100
| +3% | +$26.8K | 0.83% | 37 |
|
|
2021
Q4 | $898K | Buy |
+3,070
| New | +$898K | 0.8% | 36 |
|