AFAS
Acorn Financial Advisory Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
6,627
-221
| -3% | -$48.8K | 0.24% | 47 |
|
|
2025
Q1 | $1.49M | Sell |
6,848
-263
| -4% | -$57.2K | 0.27% | 43 |
|
|
2024
Q4 | $1.3M | Sell |
7,111
-249
| -3% | -$45.7K | 0.22% | 52 |
|
|
2024
Q3 | $1.71M | Sell |
7,360
-122
| -2% | -$28.4K | 0.3% | 35 |
|
|
2024
Q2 | $1.45M | Sell |
7,482
-51
| -0.7% | -$9.91K | 0.27% | 41 |
|
|
2024
Q1 | $1.49M | Sell |
7,533
-284
| -4% | -$56.1K | 0.28% | 47 |
|
|
2023
Q4 | $1.69M | Buy |
7,817
+42
| +0.5% | +$9.07K | 0.3% | 51 |
|
|
2023
Q3 | $1.28M | Sell |
7,775
-85
| -1% | -$14K | 0.23% | 64 |
|
|
2023
Q2 | $1.52M | Buy |
7,860
+1,255
| +19% | +$243K | 0.27% | 51 |
|
|
2023
Q1 | $1.35M | Buy |
6,605
+76
| +1% | +$15.5K | 0.26% | 54 |
|
|
2022
Q4 | $1.38M | Sell |
6,529
-49
| -0.7% | -$10.4K | 0.29% | 46 |
|
|
2022
Q3 | $1.41M | Buy |
6,578
+22
| +0.3% | +$4.72K | 0.34% | 42 |
|
|
2022
Q2 | $1.68M | Sell |
6,556
-123
| -2% | -$31.4K | 0.4% | 34 |
|
|
2022
Q1 | $1.68M | Sell |
6,679
-100
| -1% | -$25.1K | 0.34% | 47 |
|
|
2021
Q4 | $1.98M | Buy |
6,779
+33
| +0.5% | +$9.65K | 0.4% | 38 |
|
|
2021
Q3 | $1.79M | Buy |
6,746
+303
| +5% | +$80.4K | 0.55% | 43 |
|
|
2021
Q2 | $1.74M | Buy |
6,443
+183
| +3% | +$49.4K | 0.51% | 55 |
|
|
2021
Q1 | $1.5M | Buy |
6,260
+1,353
| +28% | +$323K | 0.55% | 49 |
|
|
2020
Q4 | $1.1M | Buy |
4,907
+157
| +3% | +$35.2K | 0.43% | 68 |
|
|
2020
Q3 | $1.15M | Buy |
4,750
+174
| +4% | +$42.1K | 0.6% | 43 |
|
|
2020
Q2 | $1.18M | Buy |
4,576
+16
| +0.4% | +$4.14K | 0.83% | 25 |
|
|
2020
Q1 | $993K | Sell |
4,560
-153
| -3% | -$33.3K | 0.98% | 24 |
|
|
2019
Q4 | $1.08M | Buy |
+4,713
| New | +$1.08M | 0.91% | 31 |
|