WE
Wealth Effects’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
2,298
-10
| -0.4% | -$2.21K | 0.19% | 99 |
|
|
2025
Q1 | $502K | Sell |
2,308
-1,996
| -46% | -$434K | 0.21% | 94 |
|
|
2024
Q4 | $789K | Sell |
4,304
-300
| -7% | -$55K | 0.28% | 71 |
|
|
2024
Q3 | $1.07M | Sell |
4,604
-284
| -6% | -$66K | 0.38% | 56 |
|
|
2024
Q2 | $950K | Sell |
4,888
-99
| -2% | -$19.2K | 0.34% | 61 |
|
|
2024
Q1 | $985K | Sell |
4,987
-200
| -4% | -$39.5K | 0.36% | 58 |
|
|
2023
Q4 | $1.12M | Buy |
5,187
+86
| +2% | +$18.6K | 0.42% | 56 |
|
|
2023
Q3 | $839K | Sell |
5,101
-115
| -2% | -$18.9K | 0.41% | 55 |
|
|
2023
Q2 | $1.01M | Sell |
5,216
-385
| -7% | -$74.7K | 0.45% | 50 |
|
|
2023
Q1 | $1.14M | Buy |
5,601
+186
| +3% | +$38K | 0.59% | 41 |
|
|
2022
Q4 | $1.15M | Sell |
5,415
-563
| -9% | -$119K | 0.65% | 34 |
|
|
2022
Q3 | $1.28M | Sell |
5,978
-214
| -3% | -$45.9K | 0.78% | 27 |
|
|
2022
Q2 | $1.58M | Sell |
6,192
-75
| -1% | -$19.2K | 0.95% | 23 |
|
|
2022
Q1 | $1.57M | Buy |
6,267
+104
| +2% | +$26.1K | 0.73% | 33 |
|
|
2021
Q4 | $1.8M | Buy |
+6,163
| New | +$1.8M | 0.75% | 26 |
|