RSWM
Robertson Stephens Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
1,108
-63
| -5% | -$14K | 0.01% | 488 |
|
|
2025
Q1 | $255K | Sell |
1,171
-70
| -6% | -$15.2K | 0.01% | 474 |
|
|
2024
Q4 | $229K | Sell |
1,241
-2,792
| -69% | -$516K | 0.01% | 523 |
|
|
2024
Q3 | $938K | Buy |
+4,033
| New | +$938K | 0.03% | 288 |
|
|
2024
Q1 | – | Sell |
-1,249
| Closed | -$272K | – | 490 |
|
|
2023
Q4 | $272K | Sell |
1,249
-156
| -11% | -$33.9K | 0.02% | 395 |
|
|
2023
Q3 | $231K | Buy |
1,405
+280
| +25% | +$46K | 0.02% | 407 |
|
|
2023
Q2 | $220K | Sell |
1,125
-79
| -7% | -$15.4K | 0.02% | 397 |
|
|
2023
Q1 | $246K | Sell |
1,204
-4
| -0.3% | -$818 | 0.02% | 394 |
|
|
2022
Q4 | $258K | Buy |
+1,208
| New | +$258K | 0.03% | 354 |
|
|
2022
Q3 | – | Sell |
-992
| Closed | -$254K | – | 358 |
|
|
2022
Q2 | $254K | Sell |
992
-30
| -3% | -$7.68K | 0.02% | 314 |
|
|
2022
Q1 | $256K | Sell |
1,022
-1,284
| -56% | -$322K | 0.02% | 339 |
|
|
2021
Q4 | $677K | Buy |
+2,306
| New | +$677K | 0.06% | 227 |
|
|
2021
Q3 | – | Sell |
-917
| Closed | -$248K | – | 309 |
|
|
2021
Q2 | $248K | Sell |
917
-898
| -49% | -$243K | 0.03% | 290 |
|
|
2021
Q1 | $433K | Buy |
+1,815
| New | +$433K | 0.07% | 188 |
|