Ownership history in BSW Wealth Partners · 21 quarters on record
This page tracks every 13F SEC filing in which BSW Wealth Partners reported a position in AMERICAN TOWER CORP NEW (AMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,077 | -803 | -42.7% | 0.03% | $207K | $190.47 |
| 2025 Q2 | ADDED | 1,880 | +199 | +11.8% | 0.06% | $415K | $216.98 |
| 2025 Q1 | REDUCED | 1,681 | -555 | -24.8% | 0.06% | $366K | $210.22 |
| 2024 Q4 | ADDED | 2,236 | +17 | +0.8% | 0.06% | $410K | $177.19 |
| 2024 Q3 | ADDED | 2,219 | +366 | +19.8% | 0.08% | $516K | $221.09 |
| 2024 Q2 | ADDED | 1,853 | +136 | +7.9% | 0.06% | $360K | $184.79 |
| 2024 Q1 | REDUCED | 1,717 | -9 | -0.5% | 0.06% | $339K | $184.64 |
| 2023 Q4 | ADDED | 1,726 | +207 | +13.6% | 0.07% | $373K | $201.73 |
| 2023 Q3 | REDUCED | 1,519 | -78 | -4.9% | 0.06% | $250K | $150.94 |
| 2023 Q2 | REDUCED | 1,597 | -2,695 | -62.8% | 0.06% | $310K | $178.00 |
As of 2025 Q4 — sorted by position size