Bard Financial Services’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 | $597K | Sell |
2,700
-75
| -3% | -$16.6K | 0.07% | 135 |
|
|
2025
Q1 | $604K | Hold |
2,775
| – | – | 0.07% | 138 |
|
|
2024
Q4 | $509K | Sell |
2,775
-125
| -4% | -$22.9K | 0.06% | 142 |
|
|
2024
Q3 | $674K | Sell |
2,900
-500
| -15% | -$116K | 0.08% | 132 |
|
|
2024
Q2 | $661K | Buy |
3,400
+225
| +7% | +$43.7K | 0.07% | 138 |
|
|
2024
Q1 | $627K | Buy |
3,175
+75
| +2% | +$14.8K | 0.07% | 138 |
|
|
2023
Q4 | $669K | Sell |
3,100
-500
| -14% | -$108K | 0.08% | 140 |
|
|
2023
Q3 | $592K | Buy |
3,600
+750
| +26% | +$123K | 0.07% | 137 |
|
|
2023
Q2 | $553K | Buy |
2,850
+300
| +12% | +$58.2K | 0.04% | 207 |
|
|
2023
Q1 | $521K | Buy |
2,550
+300
| +13% | +$61.3K | 0.04% | 211 |
|
|
2022
Q4 | $477K | Buy |
2,250
+125
| +6% | +$26.5K | 0.04% | 206 |
|
|
2022
Q3 | $456K | Hold |
2,125
| – | – | 0.04% | 197 |
|
|
2022
Q2 | $543K | Hold |
2,125
| – | – | 0.05% | 191 |
|
|
2022
Q1 | $534K | Buy |
2,125
+250
| +13% | +$62.8K | 0.04% | 189 |
|
|
2021
Q4 | $548K | Hold |
1,875
| – | – | 0.04% | 182 |
|
|
2021
Q3 | $498K | Buy |
1,875
+50
| +3% | +$13.3K | 0.04% | 184 |
|
|
2021
Q2 | $493K | Hold |
1,825
| – | – | 0.04% | 187 |
|
|
2021
Q1 | $436K | Buy |
1,825
+500
| +38% | +$119K | 0.04% | 187 |
|
|
2020
Q4 | $297K | Buy |
+1,325
| New | +$297K | 0.03% | 208 |
|