1776 Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Sell |
2,111
-47
| -2% | -$10.4K | 0.19% | 93 |
|
|
2025
Q1 | $470K | Sell |
2,158
-20
| -0.9% | -$4.35K | 0.22% | 90 |
|
|
2024
Q4 | $399K | Sell |
2,178
-24
| -1% | -$4.4K | 0.18% | 97 |
|
|
2024
Q3 | $512K | Sell |
2,202
-151
| -6% | -$35.1K | 0.23% | 88 |
|
|
2024
Q2 | $457K | Buy |
+2,353
| New | +$457K | 0.21% | 99 |
|
|
2023
Q1 | – | Sell |
-1,882
| Closed | -$399K | – | 123 |
|
|
2022
Q4 | $399K | Buy |
1,882
+7
| +0.4% | +$1.48K | 0.29% | 70 |
|
|
2022
Q3 | $402K | Buy |
1,875
+47
| +3% | +$10.1K | 0.31% | 68 |
|
|
2022
Q2 | $467K | Sell |
1,828
-94
| -5% | -$24K | 0.33% | 62 |
|
|
2022
Q1 | $482K | Sell |
1,922
-96
| -5% | -$24.1K | 0.28% | 70 |
|
|
2021
Q4 | $591K | Buy |
2,018
+280
| +16% | +$82K | 0.32% | 59 |
|
|
2021
Q3 | $461K | Buy |
1,738
+49
| +3% | +$13K | 0.26% | 64 |
|
|
2021
Q2 | $456K | Hold |
1,689
| – | – | 0.26% | 60 |
|
|
2021
Q1 | $393K | Sell |
1,689
-39
| -2% | -$9.08K | 0.25% | 66 |
|
|
2020
Q4 | $388K | Buy |
1,728
+75
| +5% | +$16.8K | 0.24% | 66 |
|
|
2020
Q3 | $399K | Sell |
1,653
-18
| -1% | -$4.35K | 0.29% | 55 |
|
|
2020
Q2 | $431K | Sell |
1,671
-1,528
| -48% | -$394K | 0.3% | 53 |
|
|
2020
Q1 | $723K | Buy |
3,199
+1,652
| +107% | +$373K | 0.31% | 56 |
|
|
2019
Q4 | $364K | Buy |
+1,547
| New | +$364K | 0.31% | 58 |
|