SWM
Sugarloaf Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.59M | Buy |
19,564
+2,452
| +14% | +$450K | 0.68% | 30 |
|
|
2024
Q3 | $3.98M | Buy |
17,112
+272
| +2% | +$63.3K | 0.75% | 22 |
|
|
2024
Q2 | $3.27M | Buy |
16,840
+127
| +0.8% | +$24.7K | 0.66% | 29 |
|
|
2024
Q1 | $3.3M | Buy |
16,713
+906
| +6% | +$179K | 0.68% | 28 |
|
|
2023
Q4 | $3.41M | Buy |
15,807
+242
| +2% | +$52.2K | 0.82% | 21 |
|
|
2023
Q3 | $2.56M | Buy |
15,565
+3,113
| +25% | +$512K | 0.65% | 32 |
|
|
2023
Q2 | $2.41M | Buy |
12,452
+1,056
| +9% | +$205K | 0.57% | 29 |
|
|
2023
Q1 | $2.33M | Buy |
11,396
+1,765
| +18% | +$361K | 0.57% | 30 |
|
|
2022
Q4 | $2.04M | Buy |
9,631
+9,034
| +1,513% | +$1.91M | 0.51% | 34 |
|
|
2022
Q3 | $129K | Sell |
597
-35
| -6% | -$7.56K | 0.03% | 172 |
|
|
2022
Q2 | $161K | Buy |
632
+50
| +9% | +$12.7K | 0.04% | 142 |
|
|
2022
Q1 | $146K | Hold |
582
| – | – | 0.03% | 152 |
|
|
2021
Q4 | $170K | Sell |
582
-35
| -6% | -$10.2K | 0.04% | 141 |
|
|
2021
Q3 | $164K | Sell |
617
-6,720
| -92% | -$1.79M | 0.04% | 145 |
|
|
2021
Q2 | $1.98M | Buy |
7,337
+542
| +8% | +$147K | 0.54% | 27 |
|
|
2021
Q1 | $1.62K | Buy |
6,795
+1,431
| +27% | +$342 | 0.48% | 28 |
|
|
2020
Q4 | $1.2M | Buy |
5,364
+339
| +7% | +$76.1K | 0.4% | 38 |
|
|
2020
Q3 | $1.22M | Buy |
5,025
+35
| +0.7% | +$8.5K | 0.45% | 35 |
|
|
2020
Q2 | $1.29M | Buy |
4,990
+283
| +6% | +$73.2K | 0.5% | 32 |
|
|
2020
Q1 | $1.03M | Buy |
4,707
+1,200
| +34% | +$261K | 0.46% | 32 |
|
|
2019
Q4 | $806K | Buy |
+3,507
| New | +$806K | 0.34% | 53 |
|