Alan B. Lancz & Associates’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 | $521K | Hold |
2,356
| – | – | 0.52% | 47 |
|
|
2025
Q1 | $513K | Hold |
2,356
| – | – | 0.55% | 48 |
|
|
2024
Q4 | $432K | Sell |
2,356
-200
| -8% | -$36.7K | 0.44% | 59 |
|
|
2024
Q3 | $594K | Hold |
2,556
| – | – | 0.55% | 45 |
|
|
2024
Q2 | $497K | Buy |
+2,556
| New | +$497K | 0.49% | 50 |
|
|
2023
Q4 | $529K | Hold |
2,450
| – | – | 0.56% | 44 |
|
|
2023
Q3 | $403K | Hold |
2,450
| – | – | 0.46% | 65 |
|
|
2023
Q2 | $475K | Hold |
2,450
| – | – | 0.51% | 54 |
|
|
2023
Q1 | $501K | Hold |
2,450
| – | – | 0.52% | 56 |
|
|
2022
Q4 | $570K | Hold |
2,450
| – | – | 0.58% | 44 |
|
|
2022
Q3 | $526K | Hold |
2,450
| – | – | 0.62% | 40 |
|
|
2022
Q2 | $664K | Hold |
2,450
| – | – | 0.66% | 34 |
|
|
2022
Q1 | $615K | Hold |
2,450
| – | – | 0.54% | 51 |
|
|
2021
Q4 | $717K | Buy |
+2,450
| New | +$717K | 0.63% | 39 |
|