RPWA
Regent Peak Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $208K | Buy |
+958
| New | +$208K | 0.05% | 160 |
|
|
2024
Q4 | – | Sell |
-976
| Closed | -$227K | – | 182 |
|
|
2024
Q3 | $227K | Buy |
+976
| New | +$227K | 0.05% | 153 |
|
|
2024
Q1 | – | Sell |
-1,056
| Closed | -$228K | – | 171 |
|
|
2023
Q4 | $228K | Buy |
+1,056
| New | +$228K | 0.06% | 140 |
|
|
2023
Q3 | – | Sell |
-1,300
| Closed | -$252K | – | 155 |
|
|
2023
Q2 | $252K | Sell |
1,300
-187
| -13% | -$36.3K | 0.07% | 123 |
|
|
2023
Q1 | $304K | Sell |
1,487
-182
| -11% | -$37.2K | 0.09% | 105 |
|
|
2022
Q4 | $355K | Buy |
1,669
+118
| +8% | +$25.1K | 0.12% | 103 |
|
|
2022
Q3 | $332K | Buy |
1,551
+3
| +0.2% | +$642 | 0.12% | 104 |
|
|
2022
Q2 | $395K | Buy |
1,548
+103
| +7% | +$26.3K | 0.13% | 97 |
|
|
2022
Q1 | $363K | Sell |
1,445
-11
| -0.8% | -$2.76K | 0.1% | 111 |
|
|
2021
Q4 | $426K | Buy |
1,456
+9
| +0.6% | +$2.63K | 0.12% | 102 |
|
|
2021
Q3 | $384K | Buy |
1,447
+32
| +2% | +$8.49K | 0.11% | 107 |
|
|
2021
Q2 | $400K | Buy |
1,415
+106
| +8% | +$30K | 0.11% | 107 |
|
|
2021
Q1 | $312K | Sell |
1,309
-178
| -12% | -$42.4K | 0.1% | 115 |
|
|
2020
Q4 | $334K | Buy |
1,487
+236
| +19% | +$53K | 0.11% | 102 |
|
|
2020
Q3 | $302K | Buy |
1,251
+86
| +7% | +$20.8K | 0.13% | 96 |
|
|
2020
Q2 | $301K | Buy |
1,165
+119
| +11% | +$30.7K | 0.14% | 89 |
|
|
2020
Q1 | $227K | Buy |
1,046
+59
| +6% | +$12.8K | 0.13% | 99 |
|
|
2019
Q4 | $226K | Buy |
+987
| New | +$226K | 0.1% | 118 |
|