RWB
RMR Wealth Builders’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
10,721
+465
| +5% | +$103K | 0.22% | 60 |
|
|
2025
Q1 | $2.23M | Buy |
10,256
+1,258
| +14% | +$274K | 0.23% | 56 |
|
|
2024
Q4 | $1.65M | Buy |
8,998
+1,008
| +13% | +$185K | 0.17% | 73 |
|
|
2024
Q3 | $1.86M | Sell |
7,990
-206
| -3% | -$47.9K | 0.2% | 63 |
|
|
2024
Q2 | $1.59M | Buy |
8,196
+1,531
| +23% | +$298K | 0.18% | 71 |
|
|
2024
Q1 | $1.32M | Buy |
6,665
+1,014
| +18% | +$200K | 0.16% | 81 |
|
|
2023
Q4 | $1.22M | Buy |
5,651
+1,231
| +28% | +$266K | 0.17% | 72 |
|
|
2023
Q3 | $727K | Buy |
4,420
+2,595
| +142% | +$427K | 0.12% | 96 |
|
|
2023
Q2 | $357K | Buy |
1,825
+50
| +3% | +$9.78K | 0.06% | 146 |
|
|
2023
Q1 | $363K | Buy |
1,775
+11
| +0.6% | +$2.25K | 0.07% | 140 |
|
|
2022
Q4 | $374K | Buy |
1,764
+7
| +0.4% | +$1.48K | 0.08% | 123 |
|
|
2022
Q3 | $377K | Buy |
1,757
+62
| +4% | +$13.3K | 0.09% | 116 |
|
|
2022
Q2 | $436K | Sell |
1,695
-484
| -22% | -$124K | 0.11% | 118 |
|
|
2022
Q1 | $547K | Buy |
2,179
+1,416
| +186% | +$355K | 0.12% | 113 |
|
|
2021
Q4 | $224K | Sell |
763
-1,820
| -70% | -$534K | 0.06% | 109 |
|
|
2021
Q3 | $686K | Buy |
2,583
+3
| +0.1% | +$797 | 0.2% | 77 |
|
|
2021
Q2 | $700K | Sell |
2,580
-35
| -1% | -$9.5K | 0.23% | 69 |
|
|
2021
Q1 | $625K | Buy |
2,615
+209
| +9% | +$50K | 0.16% | 85 |
|
|
2020
Q4 | $540K | Sell |
2,406
-264
| -10% | -$59.3K | 0.27% | 71 |
|
|
2020
Q3 | $645K | Buy |
2,670
+822
| +44% | +$199K | 0.17% | 94 |
|
|
2020
Q2 | $478K | Buy |
+1,848
| New | +$478K | 0.43% | 54 |
|
|
2019
Q4 | $425K | Buy |
+1,848
| New | +$425K | 0.41% | 52 |
|