Baron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
1,402
-64
| -4% | -$14.1K | 0.11% | 137 |
|
|
2025
Q1 | $319K | Buy |
+1,466
| New | +$319K | 0.14% | 121 |
|
|
2024
Q4 | – | Sell |
-1,561
| Closed | -$363K | – | 196 |
|
|
2024
Q3 | $363K | Buy |
1,561
+249
| +19% | +$57.9K | 0.17% | 98 |
|
|
2024
Q2 | $255K | Buy |
1,312
+97
| +8% | +$18.9K | 0.13% | 135 |
|
|
2024
Q1 | $240K | Buy |
1,215
+40
| +3% | +$7.9K | 0.13% | 142 |
|
|
2023
Q4 | $254K | Buy |
+1,175
| New | +$254K | 0.14% | 134 |
|
|
2023
Q2 | – | Sell |
-1,025
| Closed | -$209K | – | 146 |
|
|
2023
Q1 | $209K | Buy |
+1,025
| New | +$209K | 0.15% | 122 |
|