TSWM
Triangle Securities Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
6,473
-105
| -2% | -$23.2K | 0.35% | 76 |
|
|
2025
Q1 | $1.43M | Buy |
6,578
+498
| +8% | +$108K | 0.37% | 71 |
|
|
2024
Q4 | $1.12M | Buy |
6,080
+125
| +2% | +$22.9K | 0.29% | 90 |
|
|
2024
Q3 | $1.38M | Buy |
5,955
+10
| +0.2% | +$2.33K | 0.36% | 71 |
|
|
2024
Q2 | $1.16M | Buy |
5,945
+19
| +0.3% | +$3.69K | 0.33% | 83 |
|
|
2024
Q1 | $1.17M | Buy |
5,926
+130
| +2% | +$25.7K | 0.33% | 86 |
|
|
2023
Q4 | $1.25M | Buy |
5,796
+96
| +2% | +$20.7K | 0.39% | 74 |
|
|
2023
Q3 | $937K | Buy |
5,700
+226
| +4% | +$37.2K | 0.33% | 84 |
|
|
2023
Q2 | $1.06M | Sell |
5,474
-505
| -8% | -$97.9K | 0.37% | 80 |
|
|
2023
Q1 | $1.22M | Sell |
5,979
-420
| -7% | -$85.8K | 0.44% | 73 |
|
|
2022
Q4 | $1.36M | Buy |
6,399
+5
| +0.1% | +$1.06K | 0.5% | 65 |
|
|
2022
Q3 | $1.37M | Sell |
6,394
-15
| -0.2% | -$3.22K | 0.56% | 58 |
|
|
2022
Q2 | $1.64M | Buy |
6,409
+69
| +1% | +$17.6K | 0.64% | 51 |
|
|
2022
Q1 | $1.59M | Sell |
6,340
-282
| -4% | -$70.9K | 0.53% | 63 |
|
|
2021
Q4 | $1.94M | Sell |
6,622
-11
| -0.2% | -$3.22K | 0.61% | 54 |
|
|
2021
Q3 | $1.76M | Sell |
6,633
-5
| -0.1% | -$1.33K | 0.6% | 54 |
|
|
2021
Q2 | $1.79M | Sell |
6,638
-124
| -2% | -$33.5K | 0.61% | 56 |
|
|
2021
Q1 | $1.62M | Sell |
6,762
-10
| -0.1% | -$2.39K | 0.58% | 61 |
|
|
2020
Q4 | $1.52M | Sell |
6,772
-55
| -0.8% | -$12.3K | 0.6% | 56 |
|
|
2020
Q3 | $1.65M | Sell |
6,827
-63
| -0.9% | -$15.2K | 0.75% | 39 |
|
|
2020
Q2 | $1.78M | Sell |
6,890
-384
| -5% | -$99.3K | 0.85% | 35 |
|
|
2020
Q1 | $1.58M | Sell |
7,274
-752
| -9% | -$164K | 0.91% | 37 |
|
|
2019
Q4 | $1.85M | Sell |
8,026
-206
| -3% | -$47.4K | 0.8% | 39 |
|
|
2019
Q3 | $1.82M | Sell |
8,232
-1,136
| -12% | -$251K | 0.89% | 35 |
|
|
2019
Q2 | $1.96M | Sell |
9,368
-1,068
| -10% | -$223K | 0.99% | 33 |
|
|
2019
Q1 | $2.06M | Sell |
10,436
-561
| -5% | -$111K | 1.08% | 29 |
|
|
2018
Q4 | $1.74M | Sell |
10,997
-115
| -1% | -$18.2K | 1.03% | 33 |
|
|
2018
Q3 | $1.62M | Sell |
11,112
-235
| -2% | -$34.2K | 0.86% | 38 |
|
|
2018
Q2 | $1.64M | Buy |
11,347
+195
| +2% | +$28.1K | 0.91% | 33 |
|
|
2018
Q1 | $1.62M | Sell |
11,152
-461
| -4% | -$67K | 0.93% | 35 |
|
|
2017
Q4 | $1.66M | Sell |
11,613
-162
| -1% | -$23.1K | 0.95% | 33 |
|
|
2017
Q3 | $1.61M | Sell |
11,775
-305
| -3% | -$41.7K | 0.96% | 34 |
|
|
2017
Q2 | $1.6M | Sell |
12,080
-343
| -3% | -$45.4K | 1.06% | 33 |
|
|
2017
Q1 | $1.51M | Sell |
12,423
-140
| -1% | -$17K | 0.96% | 35 |
|
|
2016
Q4 | $1.33M | Sell |
12,563
-180
| -1% | -$19K | 0.89% | 40 |
|
|
2016
Q3 | $1.44M | Sell |
12,743
-1,345
| -10% | -$152K | 1% | 34 |
|
|
2016
Q2 | $1.6M | Sell |
14,088
-2,520
| -15% | -$286K | 1.19% | 30 |
|
|
2016
Q1 | $1.7M | Buy |
16,608
+115
| +0.7% | +$11.8K | 1.11% | 30 |
|
|
2015
Q4 | $1.6M | Sell |
16,493
-82
| -0.5% | -$7.95K | 1.07% | 29 |
|
|
2015
Q3 | $1.46M | Sell |
16,575
-50
| -0.3% | -$4.4K | 1.1% | 26 |
|
|
2015
Q2 | $1.55M | Buy |
16,625
+1,025
| +7% | +$95.6K | 1.1% | 29 |
|
|
2015
Q1 | $1.47M | Sell |
15,600
-425
| -3% | -$40K | 1.02% | 32 |
|
|
2014
Q4 | $1.58M | Sell |
16,025
-265
| -2% | -$26.2K | 1.13% | 26 |
|
|
2014
Q3 | $1.53M | Sell |
16,290
-398
| -2% | -$37.3K | 1.17% | 23 |
|
|
2014
Q2 | $1.5M | Buy |
16,688
+1,262
| +8% | +$114K | 1.15% | 24 |
|
|
2014
Q1 | $1.19M | Sell |
15,426
-1,586
| -9% | -$122K | 1.07% | 34 |
|
|
2013
Q4 | $1.36M | Hold |
17,012
| – | – | 1.1% | 27 |
|
|
2013
Q3 | $1.26M | Sell |
17,012
-133
| -0.8% | -$9.86K | 1.1% | 30 |
|
|
2013
Q2 | $1.25M | Buy |
+17,145
| New | +$1.25M | 0.93% | 33 |
|