TWMP
Taylor Wealth Management Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $9.42M | Sell |
36,852
-2,485
| -6% | -$635K | 5.35% | 3 |
|
|
2022
Q1 | $9.88M | Sell |
39,337
-5,137
| -12% | -$1.29M | 4% | 3 |
|
|
2021
Q4 | $13M | Buy |
44,474
+400
| +0.9% | +$117K | 4.58% | 5 |
|
|
2021
Q3 | $11.7M | Buy |
44,074
+1,530
| +4% | +$406K | 4.17% | 6 |
|
|
2021
Q2 | $11.5M | Sell |
42,544
-1,616
| -4% | -$437K | 4.05% | 6 |
|
|
2021
Q1 | $10.6M | Buy |
44,160
+74
| +0.2% | +$17.7K | 3.85% | 6 |
|
|
2020
Q4 | $9.9M | Sell |
44,086
-49
| -0.1% | -$11K | 3.8% | 7 |
|
|
2020
Q3 | $10.7M | Buy |
44,135
+207
| +0.5% | +$50K | 4.89% | 7 |
|
|
2020
Q2 | $11.4M | Sell |
43,928
-4,811
| -10% | -$1.24M | 5.77% | 3 |
|
|
2020
Q1 | $10.6M | Sell |
48,739
-15,378
| -24% | -$3.35M | 6.51% | 2 |
|
|
2019
Q4 | $14.7M | Sell |
64,117
-666
| -1% | -$153K | 6.79% | 2 |
|
|
2019
Q3 | $14.3M | Sell |
64,783
-5,907
| -8% | -$1.31M | 6.7% | 3 |
|
|
2019
Q2 | $14.5M | Sell |
70,690
-3,580
| -5% | -$732K | 6.75% | 3 |
|
|
2019
Q1 | $14.6M | Sell |
74,270
-1,545
| -2% | -$304K | 7.28% | 1 |
|
|
2018
Q4 | $12M | Sell |
75,815
-2,168
| -3% | -$343K | 6.92% | 2 |
|
|
2018
Q3 | $11.3M | Buy |
77,983
+525
| +0.7% | +$76.3K | 4.82% | 7 |
|
|
2018
Q2 | $11.2M | Sell |
77,458
-125
| -0.2% | -$18K | 4.97% | 3 |
|
|
2018
Q1 | $11.3M | Sell |
77,583
-5,154
| -6% | -$749K | 5.43% | 3 |
|
|
2017
Q4 | $11.8M | Sell |
82,737
-400
| -0.5% | -$57.1K | 5.02% | 2 |
|
|
2017
Q3 | $11.4M | Sell |
83,137
-2,120
| -2% | -$290K | 5.07% | 1 |
|
|
2017
Q2 | $11.3M | Sell |
85,257
-1,240
| -1% | -$164K | 5.11% | 2 |
|
|
2017
Q1 | $10.5M | Sell |
86,497
-3,635
| -4% | -$442K | 4.76% | 1 |
|
|
2016
Q4 | $9.53M | Sell |
90,132
-2,640
| -3% | -$279K | 4.41% | 3 |
|
|
2016
Q3 | $10.5M | Sell |
92,772
-7,880
| -8% | -$893K | 4.72% | 2 |
|
|
2016
Q2 | $11.4M | Sell |
100,652
-2,140
| -2% | -$243K | 4.58% | 3 |
|
|
2016
Q1 | $10.5M | Buy |
102,792
+5,128
| +5% | +$525K | 4.97% | 3 |
|
|
2015
Q4 | $9.47M | Buy |
97,664
+1,769
| +2% | +$172K | 4.08% | 7 |
|
|
2015
Q3 | $8.44M | Sell |
95,895
-3,051
| -3% | -$268K | 4.07% | 11 |
|
|
2015
Q2 | $9.23M | Sell |
98,946
-253
| -0.3% | -$23.6K | 2.95% | 14 |
|
|
2015
Q1 | $9.34M | Buy |
+99,199
| New | +$9.34M | 2.93% | 12 |
|