RWA
Roberts Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Buy |
27,654
+873
| +3% | +$193K | 1.76% | 14 |
|
|
2025
Q1 | $5.83M | Buy |
26,781
+947
| +4% | +$206K | 1.8% | 15 |
|
|
2024
Q4 | $4.66M | Buy |
25,834
+618
| +2% | +$111K | 1.42% | 23 |
|
|
2024
Q3 | $5.66M | Buy |
25,216
+555
| +2% | +$124K | 1.83% | 14 |
|
|
2024
Q2 | $4.83M | Buy |
24,661
+793
| +3% | +$155K | 1.65% | 15 |
|
|
2024
Q1 | $4.25M | Buy |
23,868
+986
| +4% | +$176K | 1.59% | 18 |
|
|
2023
Q4 | $14.3M | Buy |
22,882
+340
| +2% | +$212K | 2.22% | 12 |
|
|
2023
Q3 | $3.81M | Buy |
22,542
+425
| +2% | +$71.9K | 1.68% | 19 |
|
|
2023
Q2 | $4.29M | Buy |
22,117
+8,868
| +67% | +$1.72M | 1.89% | 12 |
|
|
2023
Q1 | $2.7M | Buy |
13,249
+555
| +4% | +$113K | 1.24% | 28 |
|
|
2022
Q4 | $2.73M | Buy |
+12,694
| New | +$2.73M | 1.32% | 25 |
|
|
2022
Q3 | – | Sell |
-6,146
| Closed | -$1.57M | – | 80 |
|
|
2022
Q2 | $1.57M | Buy |
6,146
+301
| +5% | +$76.7K | 0.68% | 46 |
|
|
2022
Q1 | $1.5M | Buy |
+5,845
| New | +$1.5M | 0.59% | 51 |
|