PWG
Portside Wealth Group’s American Tower AMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.25M | Buy |
5,641
+223
| +4% | +$49.3K | 0.18% | 122 |
|
2025
Q1 | $1.18M | Buy |
5,418
+87
| +2% | +$18.9K | 0.19% | 117 |
|
2024
Q4 | $978K | Sell |
5,331
-364
| -6% | -$66.8K | 0.16% | 140 |
|
2024
Q3 | $1.32M | Buy |
5,695
+81
| +1% | +$18.8K | 0.23% | 102 |
|
2024
Q2 | $1.09M | Buy |
5,614
+1,768
| +46% | +$344K | 0.21% | 113 |
|
2024
Q1 | $760K | Buy |
+3,846
| New | +$760K | 0.14% | 160 |
|