AO
Advisor OS’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
1,247
-250
| -17% | -$55.2K | 0.03% | 370 |
|
|
2025
Q1 | $326K | Buy |
1,497
+303
| +25% | +$65.9K | 0.04% | 310 |
|
|
2024
Q4 | $219K | Buy |
1,194
+159
| +15% | +$29.2K | 0.03% | 379 |
|
|
2024
Q3 | $241K | Buy |
+1,035
| New | +$241K | 0.02% | 356 |
|
|
2024
Q2 | – | Sell |
-5,484
| Closed | -$1.08M | – | 386 |
|
|
2024
Q1 | $1.08M | Sell |
5,484
-437
| -7% | -$86.4K | 0.12% | 154 |
|
|
2023
Q4 | $1.28M | Sell |
5,921
-1,972
| -25% | -$426K | 0.17% | 110 |
|
|
2023
Q3 | $1.3M | Buy |
7,893
+373
| +5% | +$61.3K | 0.19% | 95 |
|
|
2023
Q2 | $1.46M | Buy |
7,520
+1,173
| +18% | +$227K | 0.24% | 79 |
|
|
2023
Q1 | $1.3M | Buy |
6,347
+134
| +2% | +$27.4K | 0.31% | 79 |
|
|
2022
Q4 | $1.32M | Buy |
6,213
+944
| +18% | +$200K | 0.35% | 72 |
|
|
2022
Q3 | $1.13M | Sell |
5,269
-810
| -13% | -$174K | 0.34% | 62 |
|
|
2022
Q2 | $1.56M | Sell |
6,079
-136
| -2% | -$34.8K | 0.45% | 47 |
|
|
2022
Q1 | $1.56M | Sell |
6,215
-2,465
| -28% | -$620K | 0.45% | 48 |
|
|
2021
Q4 | $2.54M | Buy |
8,680
+951
| +12% | +$278K | 0.52% | 47 |
|
|
2021
Q3 | $2.05M | Buy |
7,729
+63
| +0.8% | +$16.7K | 0.45% | 51 |
|
|
2021
Q2 | $2.07M | Buy |
7,666
+1,491
| +24% | +$403K | 0.43% | 44 |
|
|
2021
Q1 | $1.48M | Buy |
6,175
+260
| +4% | +$62.1K | 0.33% | 56 |
|
|
2020
Q4 | $1.33M | Buy |
5,915
+1,962
| +50% | +$440K | 0.36% | 40 |
|
|
2020
Q3 | $956K | Buy |
3,953
+1,789
| +83% | +$433K | 0.4% | 33 |
|
|
2020
Q2 | $559K | Buy |
+2,164
| New | +$559K | 0.33% | 63 |
|