RWM
RKL Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,447
| Closed | -$1.18M | – | 171 |
|
|
2024
Q4 | $1.18M | Buy |
6,447
+399
| +7% | +$73.2K | 0.11% | 90 |
|
|
2024
Q3 | $1.41M | Sell |
6,048
-2,849
| -32% | -$663K | 0.13% | 73 |
|
|
2024
Q2 | $1.73M | Buy |
8,897
+1,234
| +16% | +$240K | 0.17% | 63 |
|
|
2024
Q1 | $1.51M | Buy |
7,663
+668
| +10% | +$132K | 0.15% | 66 |
|
|
2023
Q4 | $1.51M | Buy |
6,995
+438
| +7% | +$94.6K | 0.16% | 66 |
|
|
2023
Q3 | $1.08M | Buy |
6,557
+147
| +2% | +$24.2K | 0.13% | 72 |
|
|
2023
Q2 | $1.24M | Buy |
6,410
+12
| +0.2% | +$2.33K | 0.15% | 67 |
|
|
2023
Q1 | $1.31M | Buy |
6,398
+9
| +0.1% | +$1.84K | 0.17% | 65 |
|
|
2022
Q4 | $1.35M | Sell |
6,389
-95
| -1% | -$20.1K | 0.18% | 68 |
|
|
2022
Q3 | $1.39M | Buy |
6,484
+54
| +0.8% | +$11.6K | 0.2% | 65 |
|
|
2022
Q2 | $1.64M | Buy |
6,430
+270
| +4% | +$69K | 0.23% | 59 |
|
|
2022
Q1 | $1.55M | Buy |
6,160
+173
| +3% | +$43.5K | 0.19% | 65 |
|
|
2021
Q4 | $1.75M | Buy |
5,987
+129
| +2% | +$37.7K | 0.21% | 62 |
|
|
2021
Q3 | $1.56M | Buy |
5,858
+89
| +2% | +$23.6K | 0.2% | 61 |
|
|
2021
Q2 | $1.56M | Buy |
5,769
+92
| +2% | +$24.8K | 0.2% | 62 |
|
|
2021
Q1 | $1.36M | Buy |
5,677
+21
| +0.4% | +$5.02K | 0.18% | 67 |
|
|
2020
Q4 | $1.27M | Buy |
5,656
+108
| +2% | +$24.2K | 0.18% | 66 |
|
|
2020
Q3 | $1.34M | Buy |
5,548
+35
| +0.6% | +$8.46K | 0.21% | 62 |
|
|
2020
Q2 | $1.43M | Buy |
+5,513
| New | +$1.43M | 0.24% | 58 |
|