SWM
Segment Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
1,042
| – | – | 0.01% | 271 |
|
|
2025
Q1 | $227K | Buy |
+1,042
| New | +$227K | 0.02% | 265 |
|
|
2024
Q1 | – | Sell |
-42,762
| Closed | -$9.23M | – | 255 |
|
|
2023
Q4 | $9.23M | Sell |
42,762
-2,973
| -7% | -$642K | 0.82% | 47 |
|
|
2023
Q3 | $7.52M | Buy |
45,735
+2,626
| +6% | +$432K | 0.76% | 52 |
|
|
2023
Q2 | $8.36M | Sell |
43,109
-97
| -0.2% | -$18.8K | 0.86% | 45 |
|
|
2023
Q1 | $8.83M | Buy |
43,206
+1,724
| +4% | +$352K | 1% | 40 |
|
|
2022
Q4 | $8.79M | Buy |
41,482
+2,028
| +5% | +$430K | 1.02% | 42 |
|
|
2022
Q3 | $8.47M | Buy |
39,454
+1,870
| +5% | +$402K | 1.06% | 41 |
|
|
2022
Q2 | $9.61M | Buy |
37,584
+2,049
| +6% | +$524K | 1.22% | 30 |
|
|
2022
Q1 | $8.93M | Buy |
35,535
+3,549
| +11% | +$892K | 0.92% | 42 |
|
|
2021
Q4 | $9.36M | Buy |
31,986
+460
| +1% | +$135K | 0.98% | 36 |
|
|
2021
Q3 | $8.37M | Buy |
31,526
+401
| +1% | +$106K | 0.99% | 38 |
|
|
2021
Q2 | $8.41M | Buy |
31,125
+1,150
| +4% | +$311K | 1% | 39 |
|
|
2021
Q1 | $7.17M | Buy |
29,975
+3,045
| +11% | +$728K | 0.95% | 42 |
|
|
2020
Q4 | $6.05M | Sell |
26,930
-1,090
| -4% | -$245K | 0.87% | 48 |
|
|
2020
Q3 | $6.77M | Buy |
28,020
+401
| +1% | +$96.9K | 1.1% | 34 |
|
|
2020
Q2 | $7.14M | Buy |
27,619
+18
| +0.1% | +$4.65K | 1.32% | 15 |
|
|
2020
Q1 | $6.01M | Buy |
27,601
+442
| +2% | +$96.2K | 1.34% | 18 |
|
|
2019
Q4 | $6.24M | Buy |
27,159
+396
| +1% | +$91K | 1.05% | 28 |
|
|
2019
Q3 | $5.92M | Buy |
26,763
+540
| +2% | +$119K | 1.16% | 22 |
|
|
2019
Q2 | $5.36M | Buy |
26,223
+28
| +0.1% | +$5.72K | 1.09% | 30 |
|
|
2019
Q1 | $5.16M | Buy |
26,195
+740
| +3% | +$146K | 1.09% | 30 |
|
|
2018
Q4 | $4.03M | Buy |
25,455
+1,832
| +8% | +$290K | 1.02% | 34 |
|
|
2018
Q3 | $3.43M | Buy |
23,623
+285
| +1% | +$41.4K | 0.75% | 50 |
|
|
2018
Q2 | $3.37M | Buy |
23,338
+122
| +0.5% | +$17.6K | 0.79% | 52 |
|
|
2018
Q1 | $3.37M | Buy |
23,216
+1,538
| +7% | +$224K | 0.84% | 50 |
|
|
2017
Q4 | $3.09M | Buy |
21,678
+1,483
| +7% | +$212K | 0.75% | 55 |
|
|
2017
Q3 | $2.76M | Buy |
20,195
+18,572
| +1,144% | +$2.54M | 0.73% | 57 |
|
|
2017
Q2 | $215K | Buy |
+1,623
| New | +$215K | 0.06% | 196 |
|