Alpha Family Trust’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 | $425K | Hold |
1,925
| – | – | 0.21% | 88 |
|
|
2025
Q1 | $419K | Hold |
1,925
| – | – | 0.24% | 79 |
|
|
2024
Q4 | $353K | Hold |
1,925
| – | – | 0.2% | 85 |
|
|
2024
Q3 | $448K | Hold |
1,925
| – | – | 0.25% | 72 |
|
|
2024
Q2 | $374K | Hold |
1,925
| – | – | 0.22% | 79 |
|
|
2024
Q1 | $380K | Hold |
1,925
| – | – | 0.23% | 80 |
|
|
2023
Q4 | $416K | Hold |
1,925
| – | – | 0.28% | 68 |
|
|
2023
Q3 | $317K | Buy |
1,925
+550
| +40% | +$90.4K | 0.24% | 82 |
|
|
2023
Q2 | $267K | Hold |
1,375
| – | – | 0.19% | 86 |
|
|
2023
Q1 | $281K | Hold |
1,375
| – | – | 0.22% | 86 |
|
|
2022
Q4 | $291K | Buy |
+1,375
| New | +$291K | 0.26% | 81 |
|