SWM
Salvus Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
7,721
-70
| -0.9% | -$15.5K | 1% | 30 |
|
|
2025
Q1 | $1.7M | Buy |
7,791
+249
| +3% | +$54.2K | 1.06% | 29 |
|
|
2024
Q4 | $1.38M | Sell |
7,542
-921
| -11% | -$169K | 0.88% | 30 |
|
|
2024
Q3 | $1.97M | Buy |
8,463
+125
| +1% | +$29.1K | 1.21% | 26 |
|
|
2024
Q2 | $1.62M | Sell |
8,338
-142
| -2% | -$27.6K | 1.11% | 28 |
|
|
2024
Q1 | $1.68M | Sell |
8,480
-85
| -1% | -$16.8K | 1.14% | 25 |
|
|
2023
Q4 | $1.85M | Buy |
8,565
+59
| +0.7% | +$12.7K | 1.31% | 21 |
|
|
2023
Q3 | $1.4M | Buy |
8,506
+112
| +1% | +$18.4K | 1.11% | 24 |
|
|
2023
Q2 | $1.63M | Buy |
8,394
+16
| +0.2% | +$3.1K | 1.25% | 23 |
|
|
2023
Q1 | $1.71M | Buy |
8,378
+43
| +0.5% | +$8.79K | 1.39% | 21 |
|
|
2022
Q4 | $1.77M | Sell |
8,335
-176
| -2% | -$37.3K | 1.62% | 19 |
|
|
2022
Q3 | $1.83M | Buy |
8,511
+37
| +0.4% | +$7.94K | 1.74% | 19 |
|
|
2022
Q2 | $2.17M | Sell |
8,474
-62
| -0.7% | -$15.8K | 1.94% | 14 |
|
|
2022
Q1 | $2.14M | Buy |
8,536
+334
| +4% | +$83.9K | 1.64% | 21 |
|
|
2021
Q4 | $2.4M | Buy |
8,202
+443
| +6% | +$130K | 1.75% | 20 |
|
|
2021
Q3 | $2.06M | Buy |
7,759
+368
| +5% | +$97.7K | 1.68% | 21 |
|
|
2021
Q2 | $2M | Buy |
7,391
+519
| +8% | +$140K | 1.68% | 20 |
|
|
2021
Q1 | $1.66M | Buy |
6,872
+401
| +6% | +$96.7K | 1.55% | 19 |
|
|
2020
Q4 | $1.44M | Buy |
+6,471
| New | +$1.44M | 1.56% | 20 |
|