SWM
SeaCrest Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
4,283
+303
| +8% | +$67K | 0.1% | 184 |
|
|
2025
Q1 | $866K | Sell |
3,980
-2
| -0.1% | -$435 | 0.1% | 199 |
|
|
2024
Q4 | $730K | Sell |
3,982
-2,018
| -34% | -$370K | 0.08% | 241 |
|
|
2024
Q3 | $1.4M | Sell |
6,000
-260
| -4% | -$60.5K | 0.15% | 129 |
|
|
2024
Q2 | $1.22M | Buy |
6,260
+155
| +3% | +$30.1K | 0.14% | 144 |
|
|
2024
Q1 | $1.21M | Sell |
6,105
-1,436
| -19% | -$284K | 0.15% | 147 |
|
|
2023
Q4 | $1.62M | Buy |
7,541
+8
| +0.1% | +$1.71K | 0.2% | 103 |
|
|
2023
Q3 | $1.24M | Buy |
7,533
+25
| +0.3% | +$4.11K | 0.16% | 125 |
|
|
2023
Q2 | $1.46M | Sell |
7,508
-196
| -3% | -$38K | 0.18% | 113 |
|
|
2023
Q1 | $1.57M | Buy |
7,704
+161
| +2% | +$32.9K | 0.21% | 91 |
|
|
2022
Q4 | $1.6M | Buy |
7,543
+1,884
| +33% | +$399K | 0.23% | 88 |
|
|
2022
Q3 | $1.22M | Sell |
5,659
-1,064
| -16% | -$228K | 0.18% | 119 |
|
|
2022
Q2 | $1.72M | Sell |
6,723
-130
| -2% | -$33.2K | 0.22% | 82 |
|
|
2022
Q1 | $1.72M | Buy |
6,853
+286
| +4% | +$71.9K | 0.2% | 102 |
|
|
2021
Q4 | $1.92M | Buy |
6,567
+367
| +6% | +$107K | 0.21% | 88 |
|
|
2021
Q3 | $1.65M | Buy |
6,200
+47
| +0.8% | +$12.5K | 0.2% | 103 |
|
|
2021
Q2 | $1.66M | Buy |
6,153
+509
| +9% | +$137K | 0.2% | 103 |
|
|
2021
Q1 | $1.35M | Buy |
5,644
+134
| +2% | +$32K | 0.18% | 115 |
|
|
2020
Q4 | $1.24M | Buy |
5,510
+251
| +5% | +$56.4K | 0.17% | 123 |
|
|
2020
Q3 | $1.27M | Sell |
5,259
-54
| -1% | -$13.1K | 0.2% | 106 |
|
|
2020
Q2 | $1.37M | Buy |
5,313
+118
| +2% | +$30.5K | 0.24% | 93 |
|
|
2020
Q1 | $1.13M | Buy |
5,195
+198
| +4% | +$43.1K | 0.24% | 90 |
|
|
2019
Q4 | $1.15M | Buy |
4,997
+638
| +15% | +$147K | 0.19% | 122 |
|
|
2019
Q3 | $964K | Sell |
4,359
-25
| -0.6% | -$5.53K | 0.18% | 143 |
|
|
2019
Q2 | $896K | Sell |
4,384
-276
| -6% | -$56.4K | 0.18% | 130 |
|
|
2019
Q1 | $918K | Hold |
4,660
| – | – | 0.16% | 134 |
|
|
2018
Q4 | $737K | Sell |
4,660
-374
| -7% | -$59.2K | 0.15% | 143 |
|
|
2018
Q3 | $731K | Sell |
5,034
-520
| -9% | -$75.5K | 0.12% | 172 |
|
|
2018
Q2 | $801K | Buy |
5,554
+459
| +9% | +$66.2K | 0.14% | 142 |
|
|
2018
Q1 | $741K | Buy |
5,095
+999
| +24% | +$145K | 0.14% | 149 |
|
|
2017
Q4 | $584K | Buy |
+4,096
| New | +$584K | 0.11% | 203 |
|