PWMG
Pinnacle Wealth Management Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Hold |
2,385
| – | – | 0.3% | 59 |
|
|
2025
Q1 | $519K | Sell |
2,385
-50
| -2% | -$10.9K | 0.36% | 48 |
|
|
2024
Q4 | $447K | Hold |
2,435
| – | – | 0.28% | 65 |
|
|
2024
Q3 | $566K | Buy |
2,435
+35
| +1% | +$8.14K | 0.36% | 58 |
|
|
2024
Q2 | $467K | Sell |
2,400
-175
| -7% | -$34K | 0.32% | 56 |
|
|
2024
Q1 | $509K | Sell |
2,575
-60
| -2% | -$11.9K | 0.38% | 54 |
|
|
2023
Q4 | $569K | Hold |
2,635
| – | – | 0.47% | 50 |
|
|
2023
Q3 | $433K | Sell |
2,635
-150
| -5% | -$24.7K | 0.39% | 54 |
|
|
2023
Q2 | $540K | Hold |
2,785
| – | – | 0.47% | 45 |
|
|
2023
Q1 | $569K | Sell |
2,785
-1,150
| -29% | -$235K | 0.49% | 46 |
|
|
2022
Q4 | $834K | Sell |
3,935
-40
| -1% | -$8.48K | 0.74% | 35 |
|
|
2022
Q3 | $853K | Sell |
3,975
-265
| -6% | -$56.9K | 0.75% | 30 |
|
|
2022
Q2 | $1.08M | Hold |
4,240
| – | – | 0.91% | 31 |
|
|
2022
Q1 | $1.07M | Sell |
4,240
-490
| -10% | -$123K | 0.8% | 35 |
|
|
2021
Q4 | $1.38M | Sell |
4,730
-255
| -5% | -$74.6K | 1.03% | 29 |
|
|
2021
Q3 | $1.32M | Hold |
4,985
| – | – | 0.99% | 32 |
|
|
2021
Q2 | $1.35M | Buy |
+4,985
| New | +$1.35M | 0.98% | 32 |
|