TW
Transform Wealth’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,295
| Closed | -$240K | – | 245 |
|
|
2024
Q4 | $240K | Buy |
1,295
+240
| +23% | +$44.4K | 0.01% | 236 |
|
|
2024
Q3 | $245K | Buy |
1,055
+4
| +0.4% | +$930 | 0.02% | 195 |
|
|
2024
Q2 | $206K | Buy |
1,051
+5
| +0.5% | +$980 | 0.02% | 209 |
|
|
2024
Q1 | $207K | Sell |
1,046
-1
| -0.1% | -$198 | 0.02% | 215 |
|
|
2023
Q4 | $228K | Sell |
1,047
-11,159
| -91% | -$2.43M | 0.02% | 221 |
|
|
2023
Q3 | $2.01M | Sell |
12,206
-12,272
| -50% | -$2.02M | 0.21% | 105 |
|
|
2023
Q2 | $4.79M | Buy |
24,478
+355
| +1% | +$69.4K | 0.43% | 81 |
|
|
2023
Q1 | $4.93M | Buy |
24,123
+11,310
| +88% | +$2.31M | 0.46% | 71 |
|
|
2022
Q4 | $2.72M | Buy |
+12,813
| New | +$2.72M | 0.3% | 85 |
|
|
2022
Q3 | – | Sell |
-777
| Closed | -$200K | – | 185 |
|
|
2022
Q2 | $200K | Sell |
777
-7,667
| -91% | -$1.97M | 0.03% | 191 |
|
|
2022
Q1 | $2.12M | Sell |
8,444
-163
| -2% | -$41K | 0.24% | 87 |
|
|
2021
Q4 | $2.52M | Buy |
8,607
+172
| +2% | +$50.3K | 0.26% | 78 |
|
|
2021
Q3 | $2.24M | Buy |
8,435
+150
| +2% | +$39.8K | 0.26% | 86 |
|
|
2021
Q2 | $2.24M | Buy |
8,285
+5,593
| +208% | +$1.51M | 0.27% | 89 |
|
|
2021
Q1 | $644K | Buy |
2,692
+550
| +26% | +$132K | 0.13% | 132 |
|
|
2020
Q4 | $481K | Sell |
2,142
-12,923
| -86% | -$2.9M | 0.1% | 151 |
|
|
2020
Q3 | $3.64M | Buy |
15,065
+848
| +6% | +$205K | 0.59% | 58 |
|
|
2020
Q2 | $3.68M | Buy |
14,217
+1,243
| +10% | +$321K | 0.63% | 59 |
|
|
2020
Q1 | $2.83M | Buy |
12,974
+6,186
| +91% | +$1.35M | 0.6% | 63 |
|
|
2019
Q4 | $1.56M | Sell |
6,788
-184
| -3% | -$42.3K | 0.25% | 103 |
|
|
2019
Q3 | $1.54M | Buy |
6,972
+149
| +2% | +$33K | 0.27% | 100 |
|
|
2019
Q2 | $1.4M | Sell |
6,823
-177
| -3% | -$36.2K | 0.21% | 115 |
|
|
2019
Q1 | $1.38M | Buy |
7,000
+288
| +4% | +$56.7K | 0.26% | 104 |
|
|
2018
Q4 | $1.06M | Buy |
6,712
+360
| +6% | +$57K | 0.22% | 109 |
|
|
2018
Q3 | $923K | Buy |
6,352
+701
| +12% | +$102K | 0.16% | 127 |
|
|
2018
Q2 | $815K | Buy |
5,651
+721
| +15% | +$104K | 0.15% | 141 |
|
|
2018
Q1 | $717K | Buy |
4,930
+485
| +11% | +$70.5K | 0.14% | 159 |
|
|
2017
Q4 | $634K | Buy |
4,445
+258
| +6% | +$36.8K | 0.12% | 174 |
|
|
2017
Q3 | $572K | Buy |
+4,187
| New | +$572K | 0.2% | 139 |
|