PWMG
Prestige 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 | $1.44M | Sell |
6,457
-136
| -2% | -$30.3K | 0.29% | 48 |
|
|
2025
Q1 | $1.43M | Buy |
6,593
+150
| +2% | +$32.6K | 0.31% | 49 |
|
|
2024
Q4 | $1.19M | Buy |
6,443
+467
| +8% | +$86.4K | 0.25% | 56 |
|
|
2024
Q3 | $1.39M | Buy |
5,976
+5,882
| +6,257% | +$1.37M | 0.29% | 51 |
|
|
2024
Q2 | $18.4K | Sell |
94
-5,600
| -98% | -$1.1M | ﹤0.01% | 318 |
|
|
2024
Q1 | $1.13M | Buy |
5,694
+5,602
| +6,089% | +$1.11M | 0.24% | 54 |
|
|
2023
Q4 | $20K | Sell |
92
-30
| -25% | -$6.53K | ﹤0.01% | 339 |
|
|
2023
Q3 | $20.1K | Sell |
122
-1
| -0.8% | -$164 | ﹤0.01% | 334 |
|
|
2023
Q2 | $24K | Buy |
123
+3
| +3% | +$587 | 0.01% | 342 |
|
|
2023
Q1 | $24.5K | Sell |
120
-13
| -10% | -$2.66K | 0.01% | 312 |
|
|
2022
Q4 | $28.4K | Sell |
133
-49
| -27% | -$10.5K | 0.01% | 306 |
|
|
2022
Q3 | $39K | Sell |
182
-13
| -7% | -$2.79K | 0.01% | 248 |
|
|
2022
Q2 | $50K | Sell |
195
-8
| -4% | -$2.05K | 0.01% | 234 |
|
|
2022
Q1 | $50K | Buy |
203
+14
| +7% | +$3.45K | 0.01% | 242 |
|
|
2021
Q4 | $55K | Hold |
189
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $50K | Buy |
189
+9
| +5% | +$2.38K | 0.01% | 258 |
|
|
2021
Q2 | $49K | Sell |
180
-17
| -9% | -$4.63K | 0.01% | 250 |
|
|
2021
Q1 | $47K | Buy |
197
+1
| +0.5% | +$239 | 0.01% | 253 |
|
|
2020
Q4 | $44K | Sell |
196
-79
| -29% | -$17.7K | 0.01% | 260 |
|
|
2020
Q3 | $66K | Sell |
275
-14
| -5% | -$3.36K | 0.02% | 217 |
|
|
2020
Q2 | $75K | Sell |
289
-13
| -4% | -$3.37K | 0.03% | 179 |
|
|
2020
Q1 | $66K | Buy |
+302
| New | +$66K | 0.03% | 151 |
|
|
2019
Q1 | – | Sell |
-217
| Closed | -$34K | – | 520 |
|
|
2018
Q4 | $34K | Buy |
+217
| New | +$34K | 0.03% | 226 |
|