AAS
Avantax Advisory Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
77,824
-2,809
| -3% | -$621K | 0.09% | 167 |
|
|
2025
Q1 | $17.5M | Buy |
80,633
+7,382
| +10% | +$1.61M | 0.11% | 144 |
|
|
2024
Q4 | $13.4M | Sell |
73,251
-3,605
| -5% | -$661K | 0.08% | 176 |
|
|
2024
Q3 | $17.9M | Buy |
76,856
+3,882
| +5% | +$903K | 0.12% | 136 |
|
|
2024
Q2 | $14.2M | Buy |
72,974
+41,778
| +134% | +$8.12M | 0.1% | 155 |
|
|
2024
Q1 | $6.16M | Sell |
31,196
-2,381
| -7% | -$470K | 0.05% | 259 |
|
|
2023
Q4 | $7.25M | Buy |
33,577
+2,274
| +7% | +$491K | 0.07% | 213 |
|
|
2023
Q3 | $5.15M | Buy |
31,303
+1,885
| +6% | +$310K | 0.06% | 252 |
|
|
2023
Q2 | $5.71M | Buy |
29,418
+18,775
| +176% | +$3.64M | 0.07% | 225 |
|
|
2023
Q1 | $2.17M | Sell |
10,643
-367
| -3% | -$75K | 0.03% | 416 |
|
|
2022
Q4 | $2.33M | Buy |
11,010
+384
| +4% | +$81.4K | 0.03% | 376 |
|
|
2022
Q3 | $2.28M | Buy |
10,626
+129
| +1% | +$27.7K | 0.04% | 348 |
|
|
2022
Q2 | $2.68M | Buy |
10,497
+1,153
| +12% | +$295K | 0.04% | 317 |
|
|
2022
Q1 | $2.35M | Buy |
9,344
+622
| +7% | +$157K | 0.03% | 343 |
|
|
2021
Q4 | $2.55M | Buy |
8,722
+1,658
| +23% | +$486K | 0.04% | 313 |
|
|
2021
Q3 | $1.88M | Buy |
7,064
+1,822
| +35% | +$485K | 0.03% | 349 |
|
|
2021
Q2 | $1.42M | Buy |
5,242
+99
| +2% | +$26.8K | 0.03% | 402 |
|
|
2021
Q1 | $1.23M | Buy |
5,143
+491
| +11% | +$117K | 0.03% | 385 |
|
|
2020
Q4 | $1.04M | Sell |
4,652
-5,691
| -55% | -$1.27M | 0.02% | 386 |
|
|
2020
Q3 | $2.5M | Buy |
10,343
+6,363
| +160% | +$1.54M | 0.04% | 321 |
|
|
2020
Q2 | $1.03M | Sell |
3,980
-1,597
| -29% | -$413K | 0.03% | 338 |
|
|
2020
Q1 | $1.21M | Sell |
5,577
-2,436
| -30% | -$529K | 0.04% | 269 |
|
|
2019
Q4 | $1.85M | Buy |
8,013
+1,914
| +31% | +$441K | 0.04% | 226 |
|
|
2019
Q3 | $1.35M | Buy |
6,099
+490
| +9% | +$108K | 0.05% | 172 |
|
|
2019
Q2 | $1.15M | Buy |
5,609
+338
| +6% | +$69.1K | 0.05% | 172 |
|
|
2019
Q1 | $1.04M | Buy |
5,271
+1,371
| +35% | +$270K | 0.06% | 173 |
|
|
2018
Q4 | $617K | Buy |
+3,900
| New | +$617K | 0.1% | 193 |
|