Aprio Wealth Management’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 | $476K | Buy |
2,155
+574
| +36% | +$127K | 0.05% | 194 |
|
|
2025
Q1 | $344K | Sell |
1,581
-309
| -16% | -$67.2K | 0.04% | 243 |
|
|
2024
Q4 | $347K | Sell |
1,890
-437
| -19% | -$80.1K | 0.05% | 185 |
|
|
2024
Q3 | $541K | Buy |
2,327
+390
| +20% | +$90.7K | 0.09% | 120 |
|
|
2024
Q2 | $376K | Buy |
1,937
+90
| +5% | +$17.5K | 0.07% | 134 |
|
|
2024
Q1 | $365K | Buy |
+1,847
| New | +$365K | 0.07% | 125 |
|
|
2022
Q3 | – | Sell |
-993
| Closed | -$254K | – | 111 |
|
|
2022
Q2 | $254K | Buy |
+993
| New | +$254K | 0.1% | 86 |
|
|
2020
Q4 | $223K | Buy |
+993
| New | +$223K | 0.15% | 46 |
|