Arkadios Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
1,290
-178
| -12% | -$39.3K | 0.01% | 1050 |
|
|
2025
Q1 | $319K | Sell |
1,468
-159
| -10% | -$34.6K | 0.01% | 881 |
|
|
2024
Q4 | $298K | Sell |
1,627
-110
| -6% | -$20.2K | 0.02% | 718 |
|
|
2024
Q3 | $404K | Buy |
1,737
+67
| +4% | +$15.6K | 0.02% | 621 |
|
|
2024
Q2 | $325K | Hold |
1,670
| – | – | 0.02% | 610 |
|
|
2024
Q1 | $330K | Sell |
1,670
-82
| -5% | -$16.2K | 0.03% | 510 |
|
|
2023
Q4 | $378K | Sell |
1,752
-189
| -10% | -$40.8K | 0.03% | 452 |
|
|
2023
Q3 | $319K | Sell |
1,941
-470
| -19% | -$77.3K | 0.03% | 465 |
|
|
2023
Q2 | $468K | Sell |
2,411
-623
| -21% | -$121K | 0.05% | 325 |
|
|
2023
Q1 | $620K | Sell |
3,034
-35
| -1% | -$7.15K | 0.07% | 265 |
|
|
2022
Q4 | $650K | Buy |
3,069
+282
| +10% | +$59.7K | 0.09% | 243 |
|
|
2022
Q3 | $598K | Buy |
2,787
+485
| +21% | +$104K | 0.09% | 241 |
|
|
2022
Q2 | $588K | Buy |
2,302
+215
| +10% | +$54.9K | 0.09% | 250 |
|
|
2022
Q1 | $524K | Buy |
2,087
+103
| +5% | +$25.9K | 0.07% | 305 |
|
|
2021
Q4 | $580K | Buy |
1,984
+195
| +11% | +$57K | 0.08% | 289 |
|
|
2021
Q3 | $475K | Buy |
1,789
+201
| +13% | +$53.4K | 0.07% | 303 |
|
|
2021
Q2 | $429K | Buy |
1,588
+663
| +72% | +$179K | 0.05% | 368 |
|
|
2021
Q1 | $221K | Buy |
925
+593
| +179% | +$142K | 0.04% | 389 |
|
|
2020
Q4 | $74K | Sell |
332
-131
| -28% | -$29.2K | 0.02% | 484 |
|
|
2020
Q3 | $112K | Buy |
463
+98
| +27% | +$23.8K | 0.06% | 265 |
|
|
2020
Q2 | $94.5K | Buy |
365
+271
| +288% | +$70.2K | 0.05% | 265 |
|
|
2020
Q1 | $20.5K | Buy |
94
+12
| +15% | +$2.61K | 0.01% | 483 |
|
|
2019
Q4 | $21.1K | Buy |
+82
| New | +$21.1K | 0.01% | 445 |
|