SP
SWS Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
8,092
-981
| -11% | -$219K | 0.49% | 74 |
|
|
2025
Q1 | $1.97M | Sell |
9,073
-40
| -0.4% | -$8.7K | 0.65% | 61 |
|
|
2024
Q4 | $1.69M | Buy |
9,113
+1,162
| +15% | +$215K | 0.51% | 73 |
|
|
2024
Q3 | $1.85M | Sell |
7,951
-2,612
| -25% | -$607K | 0.59% | 70 |
|
|
2024
Q2 | $2.05M | Sell |
10,563
-513
| -5% | -$99.8K | 0.61% | 65 |
|
|
2024
Q1 | $2.19M | Buy |
11,076
+297
| +3% | +$58.7K | 0.65% | 66 |
|
|
2023
Q4 | $2.33M | Sell |
10,779
-414
| -4% | -$89.4K | 0.76% | 52 |
|
|
2023
Q3 | $1.84M | Buy |
11,193
+1,018
| +10% | +$167K | 0.68% | 63 |
|
|
2023
Q2 | $1.99M | Buy |
10,175
+1,385
| +16% | +$270K | 0.72% | 62 |
|
|
2023
Q1 | $1.8M | Buy |
+8,790
| New | +$1.8M | 0.67% | 68 |
|
|
2022
Q1 | – | Sell |
-6,480
| Closed | -$1.9M | – | 112 |
|
|
2021
Q4 | $1.9M | Buy |
6,480
+874
| +16% | +$256K | 1.08% | 49 |
|
|
2021
Q3 | $1.49M | Sell |
5,606
-69
| -1% | -$18.3K | 0.92% | 57 |
|
|
2021
Q2 | $1.53M | Sell |
5,675
-213
| -4% | -$57.5K | 1% | 52 |
|
|
2021
Q1 | $1.41M | Buy |
5,888
+344
| +6% | +$82.3K | 0.97% | 53 |
|
|
2020
Q4 | $1.24M | Buy |
+5,544
| New | +$1.24M | 0.55% | 72 |
|
|
2018
Q2 | – | Sell |
-268
| Closed | -$39K | – | 112 |
|
|
2018
Q1 | $39K | Hold |
268
| – | – | 0.03% | 167 |
|
|
2017
Q4 | $38K | Buy |
+268
| New | +$38K | 0.03% | 171 |
|