WMA
Wealth Management Associates’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
1,335
+2
| +0.2% | +$442 | 0.11% | 165 |
|
|
2025
Q1 | $290K | Buy |
1,333
+2
| +0.2% | +$435 | 0.12% | 163 |
|
|
2024
Q4 | $244K | Sell |
1,331
-48
| -3% | -$8.8K | 0.1% | 179 |
|
|
2024
Q3 | $321K | Buy |
1,379
+3
| +0.2% | +$698 | 0.14% | 142 |
|
|
2024
Q2 | $268K | Hold |
1,376
| – | – | 0.13% | 158 |
|
|
2024
Q1 | $268K | Buy |
1,376
+5
| +0.4% | +$972 | 0.13% | 158 |
|
|
2023
Q4 | $296K | Buy |
1,371
+2
| +0.1% | +$432 | 0.16% | 140 |
|
|
2023
Q3 | $225K | Buy |
1,369
+2
| +0.1% | +$329 | 0.13% | 161 |
|
|
2023
Q2 | $265K | Buy |
1,367
+3
| +0.2% | +$582 | 0.15% | 145 |
|
|
2023
Q1 | $279K | Buy |
1,364
+1
| +0.1% | +$204 | 0.17% | 139 |
|
|
2022
Q4 | $289K | Buy |
+1,363
| New | +$289K | 0.19% | 125 |
|