WAG
Wiser Advisor Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-478
| Closed | -$104K | – | 56 |
|
|
2025
Q1 | $104K | Buy |
478
+4
| +0.8% | +$871 | 0.15% | 64 |
|
|
2024
Q4 | $87K | Buy |
474
+3
| +0.6% | +$550 | 0.13% | 72 |
|
|
2024
Q3 | $109K | Buy |
471
+3
| +0.6% | +$697 | 0.16% | 65 |
|
|
2024
Q2 | $90.8K | Buy |
468
+6
| +1% | +$1.16K | 0.14% | 70 |
|
|
2024
Q1 | $91.5K | Buy |
462
+3
| +0.7% | +$594 | 0.14% | 67 |
|
|
2023
Q4 | $99.1K | Buy |
+459
| New | +$99.1K | 0.16% | 59 |
|