RWA Wealth Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
3,157
+866
| +38% | +$191K | 0.01% | 378 |
|
|
2025
Q1 | $499K | Sell |
2,291
-56
| -2% | -$12.2K | 0.01% | 405 |
|
|
2024
Q4 | $430K | Sell |
2,347
-1,080
| -32% | -$198K | 0.01% | 430 |
|
|
2024
Q3 | $797K | Buy |
3,427
+1,053
| +44% | +$245K | 0.01% | 349 |
|
|
2024
Q2 | $461K | Sell |
2,374
-1,090
| -31% | -$212K | 0.01% | 402 |
|
|
2024
Q1 | $684K | Buy |
3,464
+83
| +2% | +$16.4K | 0.01% | 353 |
|
|
2023
Q4 | $730K | Buy |
+3,381
| New | +$730K | 0.01% | 335 |
|
|
2023
Q3 | – | Sell |
-1,064
| Closed | -$206K | – | 376 |
|
|
2023
Q2 | $206K | Sell |
1,064
-191
| -15% | -$37K | ﹤0.01% | 317 |
|
|
2023
Q1 | $256K | Sell |
1,255
-771
| -38% | -$158K | 0.01% | 227 |
|
|
2022
Q4 | $462K | Sell |
2,026
-34,797
| -94% | -$7.94M | 0.01% | 179 |
|
|
2022
Q3 | $7.91M | Buy |
36,823
+987
| +3% | +$212K | 0.56% | 39 |
|
|
2022
Q2 | $9.16M | Buy |
35,836
+1,136
| +3% | +$290K | 0.62% | 35 |
|
|
2022
Q1 | $8.72M | Buy |
34,700
+485
| +1% | +$122K | 0.56% | 44 |
|
|
2021
Q4 | $10M | Buy |
34,215
+572
| +2% | +$167K | 0.67% | 41 |
|
|
2021
Q3 | $8.93M | Buy |
33,643
+706
| +2% | +$187K | 0.67% | 42 |
|
|
2021
Q2 | $8.9M | Buy |
32,937
+1,213
| +4% | +$328K | 0.66% | 41 |
|
|
2021
Q1 | $7.58M | Buy |
31,724
+6,149
| +24% | +$1.47M | 0.61% | 47 |
|
|
2020
Q4 | $5.74M | Buy |
25,575
+8,621
| +51% | +$1.93M | 0.51% | 54 |
|
|
2020
Q3 | $4.1M | Buy |
16,954
+15,877
| +1,474% | +$3.84M | 0.43% | 55 |
|
|
2020
Q2 | $278K | Buy |
+1,077
| New | +$278K | 0.03% | 181 |
|
|
2018
Q3 | – | Sell |
-15
| Closed | -$2K | – | 247 |
|
|
2018
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 740 |
|
|
2018
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 542 |
|