SVWAG
Sound View Wealth Advisors Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
1,734
+9
| +0.5% | +$1.99K | 0.03% | 312 |
|
|
2025
Q1 | $375K | Buy |
1,725
+7
| +0.4% | +$1.52K | 0.03% | 300 |
|
|
2024
Q4 | $315K | Buy |
1,718
+130
| +8% | +$23.8K | 0.03% | 331 |
|
|
2024
Q3 | $369K | Buy |
1,588
+210
| +15% | +$48.9K | 0.03% | 303 |
|
|
2024
Q2 | $268K | Sell |
1,378
-56
| -4% | -$10.9K | 0.03% | 320 |
|
|
2024
Q1 | $283K | Sell |
1,434
-264
| -16% | -$52.2K | 0.03% | 312 |
|
|
2023
Q4 | $366K | Sell |
1,698
-41
| -2% | -$8.85K | 0.04% | 277 |
|
|
2023
Q3 | $286K | Sell |
1,739
-1,750
| -50% | -$288K | 0.04% | 296 |
|
|
2023
Q2 | $677K | Buy |
3,489
+165
| +5% | +$32K | 0.09% | 186 |
|
|
2023
Q1 | $679K | Buy |
3,324
+1,626
| +96% | +$332K | 0.09% | 182 |
|
|
2022
Q4 | $366K | Buy |
1,698
+27
| +2% | +$5.83K | 0.04% | 277 |
|
|
2022
Q3 | $359K | Sell |
1,671
-100
| -6% | -$21.5K | 0.08% | 193 |
|
|
2022
Q2 | $453K | Sell |
1,771
-116
| -6% | -$29.7K | 0.09% | 177 |
|
|
2022
Q1 | $474K | Sell |
1,887
-204
| -10% | -$51.2K | 0.09% | 180 |
|
|
2021
Q4 | $612K | Buy |
2,091
+95
| +5% | +$27.8K | 0.12% | 158 |
|
|
2021
Q3 | $530K | Sell |
1,996
-32
| -2% | -$8.5K | 0.11% | 160 |
|
|
2021
Q2 | $548K | Buy |
2,028
+46
| +2% | +$12.4K | 0.12% | 158 |
|
|
2021
Q1 | $474K | Sell |
1,982
-139
| -7% | -$33.2K | 0.11% | 164 |
|
|
2020
Q4 | $476K | Buy |
2,121
+322
| +18% | +$72.3K | 0.12% | 157 |
|
|
2020
Q3 | $435K | Buy |
1,799
+351
| +24% | +$84.9K | 0.11% | 156 |
|
|
2020
Q2 | $374K | Buy |
1,448
+25
| +2% | +$6.46K | 0.11% | 164 |
|
|
2020
Q1 | $310K | Buy |
1,423
+84
| +6% | +$18.3K | 0.11% | 158 |
|
|
2019
Q4 | $308K | Buy |
1,339
+136
| +11% | +$31.3K | 0.09% | 185 |
|
|
2019
Q3 | $266K | Buy |
+1,203
| New | +$266K | 0.08% | 206 |
|