PWP
Precedent Wealth Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Hold |
1,243
| – | – | 0.07% | 153 |
|
|
2025
Q1 | $270K | Sell |
1,243
-38
| -3% | -$8.27K | 0.08% | 141 |
|
|
2024
Q4 | $235K | Buy |
1,281
+58
| +5% | +$10.6K | 0.08% | 141 |
|
|
2024
Q3 | $284K | Buy |
1,223
+4
| +0.3% | +$930 | 0.09% | 133 |
|
|
2024
Q2 | $237K | Sell |
1,219
-131
| -10% | -$25.5K | 0.1% | 131 |
|
|
2024
Q1 | $267K | Hold |
1,350
| – | – | 0.11% | 122 |
|
|
2023
Q4 | $291K | Buy |
+1,350
| New | +$291K | 0.15% | 114 |
|