VWA
Visionary Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
1,161
+6
| +0.5% | +$1.33K | 0.01% | 499 |
|
|
2025
Q1 | $251K | Sell |
1,155
-44
| -4% | -$9.57K | 0.02% | 482 |
|
|
2024
Q4 | $220K | Sell |
1,199
-20
| -2% | -$3.67K | 0.01% | 499 |
|
|
2024
Q3 | $284K | Buy |
1,219
+10
| +0.8% | +$2.33K | 0.02% | 442 |
|
|
2024
Q2 | $235K | Buy |
1,209
+12
| +1% | +$2.33K | 0.02% | 462 |
|
|
2024
Q1 | $236K | Sell |
1,197
-52
| -4% | -$10.3K | 0.02% | 446 |
|
|
2023
Q4 | $270K | Buy |
1,249
+5
| +0.4% | +$1.08K | 0.02% | 410 |
|
|
2023
Q3 | $205K | Sell |
1,244
-147
| -11% | -$24.2K | 0.02% | 424 |
|
|
2023
Q2 | $270K | Buy |
1,391
+55
| +4% | +$10.7K | 0.02% | 383 |
|
|
2023
Q1 | $273K | Buy |
1,336
+33
| +3% | +$6.74K | 0.02% | 369 |
|
|
2022
Q4 | $276K | Buy |
1,303
+3
| +0.2% | +$635 | 0.03% | 337 |
|
|
2022
Q3 | $279K | Sell |
1,300
-218
| -14% | -$46.8K | 0.03% | 312 |
|
|
2022
Q2 | $388K | Sell |
1,518
-399
| -21% | -$102K | 0.03% | 274 |
|
|
2022
Q1 | $482K | Buy |
1,917
+188
| +11% | +$47.3K | 0.04% | 256 |
|
|
2021
Q4 | $506K | Buy |
1,729
+257
| +17% | +$75.2K | 0.04% | 232 |
|
|
2021
Q3 | $391K | Sell |
1,472
-239
| -14% | -$63.5K | 0.04% | 216 |
|
|
2021
Q2 | $462K | Sell |
1,711
-187
| -10% | -$50.5K | 0.05% | 209 |
|
|
2021
Q1 | $454K | Buy |
1,898
+516
| +37% | +$123K | 0.05% | 205 |
|
|
2020
Q4 | $310K | Buy |
1,382
+187
| +16% | +$41.9K | 0.03% | 227 |
|
|
2020
Q3 | $289K | Buy |
1,195
+156
| +15% | +$37.7K | 0.04% | 194 |
|
|
2020
Q2 | $268K | Buy |
+1,039
| New | +$268K | 0.04% | 184 |
|