PWP
Principle Wealth Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
3,117
+180
| +6% | +$39.8K | 0.04% | 195 |
|
|
2025
Q1 | $639K | Sell |
2,937
-1,225
| -29% | -$267K | 0.05% | 199 |
|
|
2024
Q4 | $763K | Buy |
4,162
+160
| +4% | +$29.3K | 0.05% | 179 |
|
|
2024
Q3 | $931K | Hold |
4,002
| – | – | 0.07% | 162 |
|
|
2024
Q2 | $778K | Hold |
4,002
| – | – | 0.06% | 176 |
|
|
2024
Q1 | $791K | Buy |
4,002
+500
| +14% | +$98.8K | 0.06% | 175 |
|
|
2023
Q4 | $756K | Buy |
3,502
+616
| +21% | +$133K | 0.07% | 176 |
|
|
2023
Q3 | $475K | Buy |
2,886
+41
| +1% | +$6.74K | 0.05% | 208 |
|
|
2023
Q2 | $552K | Sell |
2,845
-9
| -0.3% | -$1.75K | 0.06% | 190 |
|
|
2023
Q1 | $583K | Hold |
2,854
| – | – | 0.06% | 177 |
|
|
2022
Q4 | $605K | Sell |
2,854
-100
| -3% | -$21.2K | 0.07% | 168 |
|
|
2022
Q3 | $634 | Sell |
2,954
-54
| -2% | -$12 | 0.06% | 160 |
|
|
2022
Q2 | $769K | Hold |
3,008
| – | – | 0.09% | 157 |
|
|
2022
Q1 | $756K | Sell |
3,008
-175
| -5% | -$44K | 0.08% | 164 |
|
|
2021
Q4 | $931K | Buy |
3,183
+17
| +0.5% | +$4.97K | 0.1% | 143 |
|
|
2021
Q3 | $840K | Hold |
3,166
| – | – | 0.1% | 144 |
|
|
2021
Q2 | $855K | Hold |
3,166
| – | – | 0.1% | 143 |
|
|
2021
Q1 | $757K | Buy |
3,166
+175
| +6% | +$41.8K | 0.09% | 147 |
|
|
2020
Q4 | $671K | Buy |
2,991
+175
| +6% | +$39.3K | 0.09% | 150 |
|
|
2020
Q3 | $681K | Buy |
2,816
+76
| +3% | +$18.4K | 0.19% | 65 |
|
|
2020
Q2 | $708K | Buy |
2,740
+24
| +0.9% | +$6.2K | 0.21% | 62 |
|
|
2020
Q1 | $591K | Hold |
2,716
| – | – | 0.22% | 69 |
|
|
2019
Q4 | $624K | Hold |
2,716
| – | – | 0.2% | 87 |
|
|
2019
Q3 | $601K | Hold |
2,716
| – | – | 0.21% | 84 |
|
|
2019
Q2 | $555K | Buy |
2,716
+412
| +18% | +$84.2K | 0.29% | 66 |
|
|
2019
Q1 | $454K | Buy |
2,304
+641
| +39% | +$126K | 0.26% | 69 |
|
|
2018
Q4 | $263K | Buy |
+1,663
| New | +$263K | 0.22% | 89 |
|