AE Wealth Management’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 | $5.01M | Buy |
22,689
+1,779
| +9% | +$393K | 0.04% | 349 |
|
|
2025
Q1 | $4.55M | Buy |
20,910
+1,331
| +7% | +$290K | 0.04% | 355 |
|
|
2024
Q4 | $3.59M | Buy |
19,579
+1,936
| +11% | +$355K | 0.03% | 404 |
|
|
2024
Q3 | $4.1M | Buy |
17,643
+541
| +3% | +$126K | 0.04% | 370 |
|
|
2024
Q2 | $3.32M | Buy |
17,102
+1,198
| +8% | +$233K | 0.03% | 415 |
|
|
2024
Q1 | $3.14M | Sell |
15,904
-18,510
| -54% | -$3.66M | 0.04% | 393 |
|
|
2023
Q4 | $6.79M | Buy |
34,414
+2,295
| +7% | +$453K | 0.03% | 498 |
|
|
2023
Q3 | $5.28M | Sell |
32,119
-1,361
| -4% | -$224K | 0.03% | 527 |
|
|
2023
Q2 | $6.49M | Buy |
33,480
+8,124
| +32% | +$1.58M | 0.04% | 467 |
|
|
2023
Q1 | $5.18M | Buy |
25,356
+710
| +3% | +$145K | 0.03% | 501 |
|
|
2022
Q4 | $5.22M | Buy |
24,646
+4,820
| +24% | +$1.02M | 0.04% | 473 |
|
|
2022
Q3 | $4.26M | Sell |
19,826
-33,021
| -62% | -$7.09M | 0.03% | 465 |
|
|
2022
Q2 | $13.5M | Buy |
52,847
+17,460
| +49% | +$4.46M | 0.11% | 207 |
|
|
2022
Q1 | $8.89M | Buy |
35,387
+2,397
| +7% | +$602K | 0.06% | 308 |
|
|
2021
Q4 | $9.65M | Buy |
32,990
+14,444
| +78% | +$4.23M | 0.07% | 269 |
|
|
2021
Q3 | $4.92M | Buy |
18,546
+1,499
| +9% | +$398K | 0.04% | 383 |
|
|
2021
Q2 | $4.61M | Buy |
17,047
+4,981
| +41% | +$1.35M | 0.04% | 393 |
|
|
2021
Q1 | $2.88M | Buy |
12,066
+503
| +4% | +$120K | 0.03% | 464 |
|
|
2020
Q4 | $2.6M | Sell |
11,563
-1,602
| -12% | -$360K | 0.03% | 422 |
|
|
2020
Q3 | $3.18M | Sell |
13,165
-216
| -2% | -$52.2K | 0.05% | 317 |
|
|
2020
Q2 | $3.46M | Buy |
13,381
+2,917
| +28% | +$754K | 0.05% | 280 |
|
|
2020
Q1 | $2.28M | Buy |
10,464
+1,914
| +22% | +$417K | 0.05% | 276 |
|
|
2019
Q4 | $1.97M | Buy |
8,550
+1,954
| +30% | +$449K | 0.04% | 347 |
|
|
2019
Q3 | $1.46M | Buy |
6,596
+1,144
| +21% | +$253K | 0.04% | 344 |
|
|
2019
Q2 | $1.12M | Buy |
5,452
+1,995
| +58% | +$408K | 0.03% | 379 |
|
|
2019
Q1 | $681K | Buy |
3,457
+700
| +25% | +$138K | 0.05% | 284 |
|
|
2018
Q4 | $436K | Sell |
2,757
-603
| -18% | -$95.4K | 0.07% | 271 |
|
|
2018
Q3 | $488K | Buy |
+3,360
| New | +$488K | 0.03% | 328 |
|