Avitas Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.63M | Sell |
8,912
-60
| -0.7% | -$11K | 0.23% | 103 |
|
|
2024
Q3 | $2.09M | Sell |
8,972
-114
| -1% | -$26.5K | 0.29% | 92 |
|
|
2024
Q2 | $1.77M | Sell |
9,086
-73
| -0.8% | -$14.2K | 0.26% | 95 |
|
|
2024
Q1 | $1.81M | Sell |
9,159
-106
| -1% | -$20.9K | 0.27% | 96 |
|
|
2023
Q4 | $2M | Buy |
9,265
+164
| +2% | +$35.4K | 0.33% | 88 |
|
|
2023
Q3 | $1.5M | Sell |
9,101
-210
| -2% | -$34.5K | 0.28% | 93 |
|
|
2023
Q2 | $1.81M | Sell |
9,311
-8
| -0.1% | -$1.55K | 0.33% | 92 |
|
|
2023
Q1 | $1.9M | Sell |
9,319
-29
| -0.3% | -$5.93K | 0.37% | 83 |
|
|
2022
Q4 | $1.98M | Buy |
9,348
+43
| +0.5% | +$9.11K | 0.42% | 73 |
|
|
2022
Q3 | $2M | Buy |
9,305
+128
| +1% | +$27.5K | 0.46% | 63 |
|
|
2022
Q2 | $2.35M | Buy |
9,177
+46
| +0.5% | +$11.8K | 0.51% | 60 |
|
|
2022
Q1 | $2.29M | Sell |
9,131
-6,255
| -41% | -$1.57M | 0.41% | 77 |
|
|
2021
Q4 | $4.5M | Buy |
15,386
+194
| +1% | +$56.7K | 0.75% | 52 |
|
|
2021
Q3 | $4.03M | Sell |
15,192
-241
| -2% | -$64K | 0.73% | 53 |
|
|
2021
Q2 | $4.17M | Buy |
15,433
+348
| +2% | +$94K | 0.74% | 46 |
|
|
2021
Q1 | $3.61M | Sell |
15,085
-1,056
| -7% | -$252K | 0.71% | 46 |
|
|
2020
Q4 | $3.62M | Sell |
16,141
-11
| -0.1% | -$2.47K | 0.73% | 37 |
|
|
2020
Q3 | $3.9M | Sell |
16,152
-135
| -0.8% | -$32.6K | 1.09% | 20 |
|
|
2020
Q2 | $4.21M | Sell |
16,287
-552
| -3% | -$143K | 1.4% | 15 |
|
|
2020
Q1 | $3.67M | Sell |
16,839
-3,598
| -18% | -$784K | 1.67% | 14 |
|
|
2019
Q4 | $4.7M | Buy |
20,437
+71
| +0.3% | +$16.3K | 1.2% | 16 |
|
|
2019
Q3 | $4.5M | Buy |
20,366
+326
| +2% | +$72.1K | 1.24% | 15 |
|
|
2019
Q2 | $4.1M | Sell |
20,040
-170
| -0.8% | -$34.8K | 1.14% | 21 |
|
|
2019
Q1 | $3.98M | Buy |
20,210
+81
| +0.4% | +$16K | 1.16% | 22 |
|
|
2018
Q4 | $3.18M | Sell |
20,129
-314
| -2% | -$49.7K | 1.05% | 30 |
|
|
2018
Q3 | $2.97M | Buy |
20,443
+398
| +2% | +$57.8K | 0.84% | 50 |
|
|
2018
Q2 | $2.89M | Buy |
+20,045
| New | +$2.89M | 0.9% | 41 |
|