Schwarz Dygos Wheeler Investment Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $661K | Sell |
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|
2025
Q2 | $773K | Sell |
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|
2025
Q1 | $767K | Buy |
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|
2024
Q4 | $619K | Buy |
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|
2024
Q3 | $738K | Hold |
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|
2024
Q2 | $617K | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $611K | Hold |
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|
2023
Q3 | $465K | Hold |
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|
2023
Q2 | $549K | Buy |
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|
2023
Q1 | $500K | Sell |
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|
2022
Q4 | $520K | Hold |
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|
2022
Q3 | $527K | Hold |
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|
2022
Q2 | $627K | Hold |
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|
2022
Q1 | $617K | Sell |
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|
2021
Q4 | $730K | Buy |
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|
2021
Q3 | $657K | Buy |
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|
2021
Q2 | $635K | Buy |
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|
2021
Q1 | $545K | Buy |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $526K | Buy |
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|
2020
Q2 | $480K | Hold |
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|
2020
Q1 | $408K | Buy |
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|
2019
Q4 | $427K | Sell |
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|
2019
Q3 | $418K | Sell |
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|
2019
Q2 | $407K | Buy |
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|
2019
Q1 | $376K | Buy |
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|
2018
Q4 | $302K | Buy |
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