Avantax Planning Partners’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 | $537K | Buy |
2,431
+172
| +8% | +$38K | 0.02% | 259 |
|
|
2025
Q1 | $492K | Buy |
2,259
+38
| +2% | +$8.27K | 0.02% | 263 |
|
|
2024
Q4 | $407K | Buy |
2,221
+44
| +2% | +$8.07K | 0.01% | 285 |
|
|
2024
Q3 | $506K | Sell |
2,177
-3,660
| -63% | -$851K | 0.02% | 257 |
|
|
2024
Q2 | $1.13M | Buy |
5,837
+197
| +3% | +$38.3K | 0.04% | 194 |
|
|
2024
Q1 | $1.11M | Buy |
5,640
+673
| +14% | +$133K | 0.04% | 203 |
|
|
2023
Q4 | $1.07M | Sell |
4,967
-156
| -3% | -$33.7K | 0.04% | 168 |
|
|
2023
Q3 | $842K | Buy |
5,123
+388
| +8% | +$63.8K | 0.04% | 176 |
|
|
2023
Q2 | $918K | Buy |
4,735
+60
| +1% | +$11.6K | 0.04% | 170 |
|
|
2023
Q1 | $955K | Sell |
4,675
-243
| -5% | -$49.7K | 0.04% | 169 |
|
|
2022
Q4 | $1.04M | Sell |
4,918
-258
| -5% | -$54.7K | 0.04% | 161 |
|
|
2022
Q3 | $1.11M | Sell |
5,176
-19
| -0.4% | -$4.08K | 0.05% | 136 |
|
|
2022
Q2 | $1.33M | Buy |
5,195
+849
| +20% | +$217K | 0.06% | 126 |
|
|
2022
Q1 | $1.09M | Buy |
4,346
+257
| +6% | +$64.6K | 0.04% | 152 |
|
|
2021
Q4 | $1.2M | Buy |
4,089
+178
| +5% | +$52.1K | 0.05% | 148 |
|
|
2021
Q3 | $1.04M | Buy |
3,911
+64
| +2% | +$17K | 0.05% | 138 |
|
|
2021
Q2 | $1.04M | Buy |
3,847
+350
| +10% | +$94.5K | 0.05% | 134 |
|
|
2021
Q1 | $836K | Sell |
3,497
-262
| -7% | -$62.6K | 0.04% | 144 |
|
|
2020
Q4 | $844K | Sell |
3,759
-506
| -12% | -$114K | 0.04% | 138 |
|
|
2020
Q3 | $1.03M | Sell |
4,265
-139
| -3% | -$33.6K | 0.05% | 123 |
|
|
2020
Q2 | $1.14M | Buy |
4,404
+2,094
| +91% | +$542K | 0.06% | 116 |
|
|
2020
Q1 | $503K | Hold |
2,310
| – | – | 0.04% | 152 |
|
|
2019
Q4 | $531K | Sell |
2,310
-12
| -0.5% | -$2.76K | 0.03% | 168 |
|
|
2019
Q3 | $513K | Buy |
2,322
+204
| +10% | +$45.1K | 0.03% | 169 |
|
|
2019
Q2 | $443K | Buy |
2,118
+22
| +1% | +$4.6K | 0.03% | 185 |
|
|
2019
Q1 | $413K | Sell |
2,096
-174
| -8% | -$34.3K | 0.03% | 187 |
|
|
2018
Q4 | $359K | Buy |
2,270
+186
| +9% | +$29.4K | 0.03% | 171 |
|
|
2018
Q3 | $303K | Buy |
2,084
+147
| +8% | +$21.4K | 0.02% | 196 |
|
|
2018
Q2 | $279K | Sell |
1,937
-77
| -4% | -$11.1K | 0.02% | 192 |
|
|
2018
Q1 | $292K | Buy |
2,014
+48
| +2% | +$6.96K | 0.03% | 231 |
|
|
2017
Q4 | $280K | Sell |
1,966
-28
| -1% | -$3.99K | 0.03% | 234 |
|
|
2017
Q3 | $273K | Sell |
1,994
-85
| -4% | -$11.6K | 0.02% | 293 |
|
|
2017
Q2 | $275K | Buy |
2,079
+145
| +7% | +$19.2K | 0.02% | 269 |
|
|
2017
Q1 | $235K | Buy |
1,934
+36
| +2% | +$4.37K | 0.02% | 283 |
|
|
2016
Q4 | $201K | Buy |
+1,898
| New | +$201K | 0.02% | 296 |
|