Accretive Wealth Partners’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 | $962K | Buy |
4,354
+63
| +1% | +$13.9K | 0.32% | 86 |
|
|
2025
Q1 | $960K | Buy |
4,291
+145
| +3% | +$32.5K | 0.34% | 83 |
|
|
2024
Q4 | $761K | Sell |
4,146
-311
| -7% | -$57K | 0.32% | 91 |
|
|
2024
Q3 | $1.04M | Buy |
4,457
+23
| +0.5% | +$5.35K | 0.43% | 81 |
|
|
2024
Q2 | $862K | Sell |
4,434
-40
| -0.9% | -$7.78K | 0.36% | 88 |
|
|
2024
Q1 | $813K | Buy |
4,474
+39
| +0.9% | +$7.09K | 0.36% | 89 |
|
|
2023
Q4 | $958K | Buy |
4,435
+380
| +9% | +$82K | 0.46% | 78 |
|
|
2023
Q3 | $667K | Buy |
4,055
+182
| +5% | +$29.9K | 0.4% | 78 |
|
|
2023
Q2 | $751K | Buy |
3,873
+205
| +6% | +$39.8K | 0.45% | 76 |
|
|
2023
Q1 | $750K | Buy |
3,668
+109
| +3% | +$22.3K | 0.48% | 71 |
|
|
2022
Q4 | $754K | Buy |
3,559
+750
| +27% | +$159K | 0.52% | 61 |
|
|
2022
Q3 | $603K | Sell |
2,809
-6
| -0.2% | -$1.29K | 0.46% | 71 |
|
|
2022
Q2 | $720K | Sell |
2,815
-234
| -8% | -$59.9K | 0.52% | 62 |
|
|
2022
Q1 | $766K | Buy |
3,049
+78
| +3% | +$19.6K | 0.48% | 75 |
|
|
2021
Q4 | $869K | Buy |
2,971
+96
| +3% | +$28.1K | 0.55% | 72 |
|
|
2021
Q3 | $763K | Buy |
2,875
+157
| +6% | +$41.7K | 0.54% | 75 |
|
|
2021
Q2 | $734K | Buy |
2,718
+253
| +10% | +$68.3K | 0.53% | 75 |
|
|
2021
Q1 | $589K | Buy |
2,465
+393
| +19% | +$93.9K | 0.53% | 82 |
|
|
2020
Q4 | $465K | Buy |
+2,072
| New | +$465K | 0.46% | 88 |
|