Avidian Wealth Enterprises’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 | $242K | Buy |
1,097
+176
| +19% | +$38.9K | 0.01% | 482 |
|
|
2025
Q1 | $200K | Buy |
+921
| New | +$200K | 0.01% | 503 |
|
|
2023
Q1 | – | Sell |
-1,148
| Closed | -$243K | – | 474 |
|
|
2022
Q4 | $243K | Sell |
1,148
-554
| -33% | -$117K | 0.02% | 396 |
|
|
2022
Q3 | $365K | Buy |
1,702
+3
| +0.2% | +$643 | 0.03% | 287 |
|
|
2022
Q2 | $434K | Sell |
1,699
-11
| -0.6% | -$2.81K | 0.03% | 289 |
|
|
2022
Q1 | $430K | Sell |
1,710
-36
| -2% | -$9.05K | 0.03% | 321 |
|
|
2021
Q4 | $511K | Buy |
1,746
+318
| +22% | +$93.1K | 0.03% | 287 |
|
|
2021
Q3 | $379K | Buy |
1,428
+135
| +10% | +$35.8K | 0.03% | 259 |
|
|
2021
Q2 | $349K | Buy |
1,293
+210
| +19% | +$56.7K | 0.03% | 279 |
|
|
2021
Q1 | $259K | Buy |
+1,083
| New | +$259K | 0.02% | 303 |
|