RWPA
Richard W. Paul & Associates’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
2,489
+36
| +1% | +$7.96K | 0.2% | 107 |
|
|
2025
Q1 | $534K | Buy |
2,453
+70
| +3% | +$15.2K | 0.21% | 109 |
|
|
2024
Q4 | $437K | Buy |
2,383
+140
| +6% | +$25.7K | 0.16% | 127 |
|
|
2024
Q3 | $522K | Sell |
2,243
-138
| -6% | -$32.1K | 0.19% | 120 |
|
|
2024
Q2 | $463K | Buy |
2,381
+138
| +6% | +$26.8K | 0.18% | 124 |
|
|
2024
Q1 | $443K | Buy |
2,243
+149
| +7% | +$29.4K | 0.18% | 125 |
|
|
2023
Q4 | $452K | Sell |
2,094
-76
| -4% | -$16.4K | 0.19% | 119 |
|
|
2023
Q3 | $357K | Sell |
2,170
-334
| -13% | -$54.9K | 0.16% | 123 |
|
|
2023
Q2 | $486K | Buy |
2,504
+560
| +29% | +$109K | 0.21% | 112 |
|
|
2023
Q1 | $397K | Buy |
1,944
+196
| +11% | +$40K | 0.18% | 120 |
|
|
2022
Q4 | $370K | Buy |
+1,748
| New | +$370K | 0.19% | 123 |
|