Atria Wealth Solutions’s American Tower AMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.59M Sell
7,146
-4,953
-41% -$1.1M 0.04% 480
2025
Q1
$2.63M Sell
12,099
-3,232
-21% -$703K 0.03% 535
2024
Q4
$2.82M Sell
15,331
-1,560
-9% -$287K 0.03% 521
2024
Q3
$3.93M Sell
16,891
-4,498
-21% -$1.05M 0.04% 405
2024
Q2
$4.17M Buy
21,389
+2,319
+12% +$452K 0.05% 381
2024
Q1
$3.77M Sell
19,070
-3,304
-15% -$653K 0.04% 417
2023
Q4
$4.84M Buy
22,374
+1,335
+6% +$289K 0.06% 317
2023
Q3
$3.46M Sell
21,039
-172
-0.8% -$28.3K 0.05% 394
2023
Q2
$4.14M Buy
21,211
+3,613
+21% +$705K 0.06% 338
2023
Q1
$3.6M Sell
17,598
-364
-2% -$74.4K 0.05% 355
2022
Q4
$3.81M Sell
17,962
-2,499
-12% -$531K 0.06% 316
2022
Q3
$4.39M Sell
20,461
-1,761
-8% -$378K 0.08% 256
2022
Q2
$5.7M Buy
22,222
+6,812
+44% +$1.75M 0.11% 195
2022
Q1
$3.87M Buy
+15,410
New +$3.87M 0.06% 307