AA
Apriem Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
6,848
-22,677
| -77% | -$5.01M | 0.16% | 72 |
|
|
2025
Q1 | $6.42M | Sell |
29,525
-17,088
| -37% | -$3.72M | 0.75% | 37 |
|
|
2024
Q4 | $8.55M | Sell |
46,613
-28,258
| -38% | -$5.18M | 0.98% | 32 |
|
|
2024
Q3 | $17.4M | Sell |
74,871
-2,757
| -4% | -$641K | 2.03% | 11 |
|
|
2024
Q2 | $15.1M | Sell |
77,628
-1,551
| -2% | -$301K | 1.85% | 12 |
|
|
2024
Q1 | $15.6M | Sell |
79,179
-2,277
| -3% | -$450K | 1.97% | 14 |
|
|
2023
Q4 | $17.6M | Sell |
81,456
-2,893
| -3% | -$625K | 2.35% | 12 |
|
|
2023
Q3 | $13.9M | Buy |
84,349
+4,519
| +6% | +$743K | 2.03% | 12 |
|
|
2023
Q2 | $15.5M | Sell |
79,830
-997
| -1% | -$193K | 2.32% | 12 |
|
|
2023
Q1 | $16.5M | Buy |
80,827
+1,869
| +2% | +$382K | 2.64% | 10 |
|
|
2022
Q4 | $16.7M | Buy |
78,958
+828
| +1% | +$175K | 2.9% | 10 |
|
|
2022
Q3 | $16.8M | Sell |
78,130
-591
| -0.8% | -$127K | 3.02% | 9 |
|
|
2022
Q2 | $20.1M | Buy |
78,721
+2,022
| +3% | +$517K | 3.47% | 6 |
|
|
2022
Q1 | $19.3M | Buy |
+76,699
| New | +$19.3M | 2.83% | 10 |
|
|
2017
Q2 | – | Sell |
-80
| Closed | -$10K | – | 165 |
|
|
2017
Q1 | $10K | Hold |
80
| – | – | ﹤0.01% | 416 |
|
|
2016
Q4 | $8K | Buy |
80
+30
| +60% | +$3K | ﹤0.01% | 454 |
|
|
2016
Q3 | $6K | Sell |
50
-1,000
| -95% | -$120K | ﹤0.01% | 441 |
|
|
2016
Q2 | $119K | Buy |
1,050
+1,000
| +2,000% | +$113K | 0.04% | 152 |
|
|
2016
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 431 |
|
|
2015
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 429 |
|
|
2015
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 425 |
|
|
2015
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 478 |
|
|
2015
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 468 |
|
|
2014
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 424 |
|