Baldwin Wealth Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $407K | Hold |
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|
2025
Q2 | $467K | Hold |
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|
2025
Q1 | $460K | Hold |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $510K | Buy |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $460K | Hold |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $452K | Buy |
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|
2023
Q1 | $438K | Sell |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $457K | Hold |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $535K | Hold |
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|
2021
Q4 | $623K | Hold |
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|
2021
Q3 | $565K | Hold |
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|
2021
Q2 | $575K | Hold |
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|
2021
Q1 | $509K | Buy |
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|
2020
Q4 | $475K | Hold |
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|
2020
Q3 | $511K | Hold |
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|
2020
Q2 | $547K | Hold |
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|
2020
Q1 | $461K | Sell |
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|
2019
Q4 | $527K | Hold |
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|
2019
Q3 | $507K | Hold |
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|
2019
Q2 | $469K | Hold |
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|
2019
Q1 | $452K | Buy |
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|
2018
Q4 | $339K | Hold |
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|
2018
Q3 | $312K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $61K | Buy |
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|
2016
Q4 | $18K | Hold |
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|
2016
Q3 | $20K | Sell |
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|
2016
Q2 | $157K | Buy |
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|
2016
Q1 | $124K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $270K | Buy |
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