Allworth Financial’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Buy |
64,172
+312
| +0.5% | +$56.1K | 0.05% | 241 |
|
|
2025
Q4 | $11.2M | Buy |
63,860
+18,143
| +40% | +$3.3M | 0.05% | 224 |
|
|
2025
Q3 | $8.79M | Buy |
45,717
+315
| +0.7% | +$65.6K | 0.04% | 228 |
|
|
2025
Q2 | $10M | Buy |
45,402
+6,476
| +17% | +$1.4M | 0.05% | 201 |
|
|
2025
Q1 | $8.21M | Buy |
38,926
+4,284
| +12% | +$840K | 0.05% | 201 |
|
|
2024
Q4 | $6.42M | Buy |
34,642
+27,428
| +380% | +$5.68M | 0.04% | 235 |
|
|
2024
Q3 | $1.68M | Sell |
7,214
-190
| -3% | -$42.1K | 0.01% | 368 |
|
|
2024
Q2 | $1.56M | Buy |
7,404
+239
| +3% | +$44.7K | 0.01% | 366 |
|
|
2024
Q1 | $1.42M | Buy |
7,165
+437
| +6% | +$87K | 0.01% | 358 |
|
|
2023
Q4 | $1.45M | Buy |
6,728
+484
| +8% | +$91.5K | 0.01% | 351 |
|
|
2023
Q3 | $1.03M | Sell |
6,244
-618
| -9% | -$113K | 0.01% | 376 |
|
|
2023
Q2 | $1.33M | Sell |
6,862
-605
| -8% | -$118K | 0.01% | 339 |
|
|
2023
Q1 | $1.53M | Sell |
7,467
-96
| -1% | -$20.1K | 0.02% | 296 |
|
|
2022
Q4 | $1.6M | Buy |
7,563
+517
| +7% | +$108K | 0.02% | 274 |
|
|
2022
Q3 | $1.51M | Sell |
7,046
-214
| -3% | -$55K | 0.02% | 260 |
|
|
2022
Q2 | $1.86M | Buy |
7,260
+5,263
| +264% | +$1.32M | 0.03% | 228 |
|
|
2022
Q1 | $502K | Buy |
1,997
+819
| +70% | +$200K | 0.01% | 394 |
|
|
2021
Q4 | $345K | Sell |
1,178
-87
| -7% | -$23.8K | ﹤0.01% | 429 |
|
|
2021
Q3 | $336K | Buy |
1,265
+1,260
| +25,200% | +$359K | 0.01% | 383 |
|
|
2021
Q2 | $1K | Buy |
+5
| New | +$1.27K | ﹤0.01% | 1438 |
|
|
2020
Q3 | – | Sell |
-56
| Closed | -$14K | – | 1159 |
|
|
2020
Q2 | $14K | Hold |
56
| – | – | ﹤0.01% | 649 |
|
|
2020
Q1 | $12K | Sell |
56
-46
| -45% | -$10.7K | ﹤0.01% | 651 |
|
|
2019
Q4 | $23K | Hold |
102
| – | – | ﹤0.01% | 496 |
|
|
2019
Q3 | $23K | Sell |
102
-257
| -72% | -$56.1K | ﹤0.01% | 430 |
|
|
2019
Q2 | $73K | Buy |
359
+1
| +0.3% | +$201 | ﹤0.01% | 269 |
|
|
2019
Q1 | $70K | Sell |
358
-60
| -14% | -$10.5K | ﹤0.01% | 269 |
|
|
2018
Q4 | $66K | Buy |
418
+300
| +254% | +$46.9K | ﹤0.01% | 252 |
|
|
2018
Q3 | $17K | Buy |
118
+27
| +30% | +$3.96K | ﹤0.01% | 456 |
|
|
2018
Q2 | $13K | Buy |
91
+27
| +42% | +$3.75K | ﹤0.01% | 472 |
|
|
2018
Q1 | $9K | Sell |
64
-2
| -3% | -$282 | ﹤0.01% | 499 |
|
|
2017
Q4 | $9K | Buy |
66
+4
| +6% | +$571 | ﹤0.01% | 482 |
|
|
2017
Q3 | $8K | Hold |
62
| – | – | ﹤0.01% | 493 |
|
|
2017
Q2 | $8K | Sell |
62
-206
| -77% | -$26.4K | ﹤0.01% | 497 |
|
|
2017
Q1 | $33K | Sell |
268
-19
| -7% | -$2.09K | ﹤0.01% | 288 |
|
|
2016
Q4 | $30K | Buy |
287
+63
| +28% | +$6.84K | ﹤0.01% | 266 |
|
|
2016
Q3 | $25K | Hold |
224
| – | – | ﹤0.01% | 292 |
|
|
2016
Q2 | $25K | Buy |
224
+200
| +833% | +$21.3K | ﹤0.01% | 276 |
|
|
2016
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 514 |
|
|
2015
Q4 | $2K | Buy |
+24
| New | +$2.34K | ﹤0.01% | 527 |
|
Other funds holding AMT
VCM
VPM
