TWM
Thrive Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Sell |
3,849
-498
| -11% | -$110K | 0.14% | 90 |
|
|
2025
Q1 | $946K | Sell |
4,347
-8
| -0.2% | -$1.74K | 0.18% | 71 |
|
|
2024
Q4 | $799K | Sell |
4,355
-1,005
| -19% | -$184K | 0.14% | 85 |
|
|
2024
Q3 | $1.25M | Buy |
5,360
+107
| +2% | +$24.9K | 0.23% | 52 |
|
|
2024
Q2 | $1.02M | Sell |
5,253
-2
| -0% | -$389 | 0.2% | 61 |
|
|
2024
Q1 | $1.04M | Buy |
5,255
+1,060
| +25% | +$209K | 0.21% | 61 |
|
|
2023
Q4 | $906K | Buy |
4,195
+1,686
| +67% | +$364K | 0.2% | 64 |
|
|
2023
Q3 | $413K | Sell |
2,509
-1,783
| -42% | -$293K | 0.11% | 103 |
|
|
2023
Q2 | $832K | Buy |
4,292
+720
| +20% | +$140K | 0.22% | 65 |
|
|
2023
Q1 | $730K | Buy |
3,572
+548
| +18% | +$112K | 0.19% | 68 |
|
|
2022
Q4 | $641K | Sell |
3,024
-75
| -2% | -$15.9K | 0.18% | 73 |
|
|
2022
Q3 | $665K | Buy |
3,099
+506
| +20% | +$109K | 0.23% | 59 |
|
|
2022
Q2 | $663K | Buy |
2,593
+725
| +39% | +$185K | 0.23% | 53 |
|
|
2022
Q1 | $469K | Sell |
1,868
-186
| -9% | -$46.7K | 0.14% | 86 |
|
|
2021
Q4 | $601K | Buy |
+2,054
| New | +$601K | 0.21% | 58 |
|