Koa Wealth Management, LLC AMT Holdings History
Koa Wealth Management, LLC's American Tower Corp Holding Summary
As of 2025-03-31, Koa Wealth Management, LLC held 17,947.00 shares of American Tower Corp(AMT), totaling $3.91 Mil. This investment constitutes 3.15% of their stock portfolio, and Koa Wealth Management, LLC now holds 0% of the outstanding American Tower Corp(AMT) stock.
The initial trade took place in 2023Q4. And since then Koa Wealth Management, LLC has made 4 purchases of AMT, at an average price of $190.51, for a total of 19,472.00 shares. In addition, there have been 1 sales at an average price of $221.73 for 1,525.00 shares. Based on historical transaction data and AMT's current price of $226.22, Koa Wealth Management, LLC's estimated gain on his AMT holdings is $688,516.27, reflecting a 18.56% gain to date.
Koa Wealth Management, LLC AMT ($226.22) Holding Chart
Koa Wealth Management, LLC AMT ($226.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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