Schwarz Dygos Wheeler Investment Advisors’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 | $773K | Sell |
3,500
-25
| -0.7% | -$5.53K | 0.18% | 92 |
|
|
2025
Q1 | $767K | Buy |
3,525
+150
| +4% | +$32.6K | 0.18% | 81 |
|
|
2024
Q4 | $619K | Buy |
3,375
+200
| +6% | +$36.7K | 0.15% | 94 |
|
|
2024
Q3 | $738K | Hold |
3,175
| – | – | 0.18% | 85 |
|
|
2024
Q2 | $617K | Buy |
3,175
+330
| +12% | +$64.1K | 0.17% | 87 |
|
|
2024
Q1 | $562K | Buy |
2,845
+15
| +0.5% | +$2.96K | 0.16% | 93 |
|
|
2023
Q4 | $611K | Hold |
2,830
| – | – | 0.19% | 83 |
|
|
2023
Q3 | $465K | Hold |
2,830
| – | – | 0.16% | 90 |
|
|
2023
Q2 | $549K | Buy |
2,830
+385
| +16% | +$74.7K | 0.18% | 82 |
|
|
2023
Q1 | $500K | Sell |
2,445
-10
| -0.4% | -$2.04K | 0.18% | 77 |
|
|
2022
Q4 | $520K | Hold |
2,455
| – | – | 0.2% | 73 |
|
|
2022
Q3 | $527K | Hold |
2,455
| – | – | 0.23% | 65 |
|
|
2022
Q2 | $627K | Hold |
2,455
| – | – | 0.25% | 62 |
|
|
2022
Q1 | $617K | Sell |
2,455
-40
| -2% | -$10.1K | 0.21% | 69 |
|
|
2021
Q4 | $730K | Buy |
2,495
+20
| +0.8% | +$5.85K | 0.25% | 68 |
|
|
2021
Q3 | $657K | Buy |
2,475
+125
| +5% | +$33.2K | 0.24% | 69 |
|
|
2021
Q2 | $635K | Buy |
2,350
+70
| +3% | +$18.9K | 0.23% | 66 |
|
|
2021
Q1 | $545K | Buy |
2,280
+35
| +2% | +$8.37K | 0.22% | 68 |
|
|
2020
Q4 | $504K | Buy |
2,245
+70
| +3% | +$15.7K | 0.24% | 62 |
|
|
2020
Q3 | $526K | Buy |
2,175
+300
| +16% | +$72.6K | 0.3% | 55 |
|
|
2020
Q2 | $480K | Hold |
1,875
| – | – | 0.31% | 53 |
|
|
2020
Q1 | $408K | Buy |
1,875
+15
| +0.8% | +$3.26K | 0.35% | 51 |
|
|
2019
Q4 | $427K | Sell |
1,860
-30
| -2% | -$6.89K | 0.29% | 53 |
|
|
2019
Q3 | $418K | Sell |
1,890
-100
| -5% | -$22.1K | 0.33% | 52 |
|
|
2019
Q2 | $407K | Buy |
1,990
+80
| +4% | +$16.4K | 0.34% | 50 |
|
|
2019
Q1 | $376K | Buy |
1,910
+3
| +0.2% | +$591 | 0.32% | 51 |
|
|
2018
Q4 | $302K | Buy |
+1,907
| New | +$302K | 0.33% | 51 |
|