Annex Advisory Services’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 | – | Sell |
-1,059
| Closed | -$230K | – | 324 |
|
|
2025
Q1 | $230K | Buy |
+1,059
| New | +$230K | 0.01% | 272 |
|
|
2024
Q2 | – | Sell |
-1,182
| Closed | -$234K | – | 285 |
|
|
2024
Q1 | $234K | Buy |
+1,182
| New | +$234K | 0.01% | 252 |
|
|
2021
Q2 | – | Sell |
-1,741
| Closed | -$417K | – | 219 |
|
|
2021
Q1 | $417K | Sell |
1,741
-9,373
| -84% | -$2.24M | 0.04% | 141 |
|
|
2020
Q4 | $2.5M | Sell |
11,114
-145
| -1% | -$32.6K | 0.24% | 68 |
|
|
2020
Q3 | $2.72M | Buy |
11,259
+70
| +0.6% | +$16.9K | 0.35% | 37 |
|
|
2020
Q2 | $2.89M | Buy |
11,189
+4,371
| +64% | +$1.13M | 0.4% | 30 |
|
|
2020
Q1 | $1.49M | Buy |
+6,818
| New | +$1.49M | 0.21% | 46 |
|