Argonautica Private 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
$234K Hold
1,060
0.07% 176
2025
Q1
$231K Buy
+1,060
New +$231K 0.08% 178
2024
Q4
Sell
-1,062
Closed -$247K 193
2024
Q3
$247K Sell
1,062
-3
-0.3% -$698 0.08% 188
2024
Q2
$207K Sell
1,065
-10,320
-91% -$2.01M 0.07% 196
2024
Q1
$2.25M Buy
11,385
+1,268
+13% +$251K 0.81% 40
2023
Q4
$2.18M Buy
10,117
+16
+0.2% +$3.45K 0.9% 35
2023
Q3
$1.66M Buy
10,101
+25
+0.2% +$4.11K 0.75% 41
2023
Q2
$1.95M Buy
10,076
+130
+1% +$25.2K 0.88% 35
2023
Q1
$2.03M Sell
9,946
-1,210
-11% -$247K 1.02% 32
2022
Q4
$2.36M Buy
+11,156
New +$2.36M 1.21% 31