Bison Wealth’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 | – | Sell |
-4,323
| Closed | -$1.01M | – | 325 |
|
|
2024
Q3 | $1.01M | Sell |
4,323
-3,845
| -47% | -$894K | 0.16% | 133 |
|
|
2024
Q2 | $1.61M | Hold |
8,168
| – | – | 0.26% | 92 |
|
|
2024
Q1 | $1.61M | Sell |
8,168
-65
| -0.8% | -$12.8K | 0.26% | 92 |
|
|
2023
Q4 | $1.78M | Sell |
8,233
-1,131
| -12% | -$244K | 0.31% | 81 |
|
|
2023
Q3 | $1.54M | Sell |
9,364
-4,627
| -33% | -$761K | 0.3% | 90 |
|
|
2023
Q2 | $2.71M | Buy |
13,991
+810
| +6% | +$157K | 0.5% | 47 |
|
|
2023
Q1 | $2.58M | Sell |
13,181
-209
| -2% | -$40.9K | 0.8% | 29 |
|
|
2022
Q4 | $2.92M | Sell |
13,390
-252
| -2% | -$55K | 0.93% | 21 |
|
|
2022
Q3 | $2.93M | Buy |
13,642
+11,622
| +575% | +$2.49M | 1.15% | 13 |
|
|
2022
Q2 | $516K | Buy |
2,020
+168
| +9% | +$42.9K | 0.3% | 87 |
|
|
2022
Q1 | $465K | Buy |
1,852
+241
| +15% | +$60.5K | 0.24% | 112 |
|
|
2021
Q4 | $471K | Buy |
1,611
+36
| +2% | +$10.5K | 0.27% | 95 |
|
|
2021
Q3 | $418K | Sell |
1,575
-1,072
| -40% | -$285K | 0.19% | 135 |
|
|
2021
Q2 | $715K | Buy |
2,647
+25
| +1% | +$6.75K | 0.31% | 77 |
|
|
2021
Q1 | $627K | Sell |
2,622
-508
| -16% | -$121K | 0.27% | 90 |
|
|
2020
Q4 | $703K | Buy |
3,130
+1,475
| +89% | +$331K | 0.33% | 72 |
|
|
2020
Q3 | $400K | Sell |
1,655
-810
| -33% | -$196K | 0.23% | 105 |
|
|
2020
Q2 | $637K | Buy |
2,465
+719
| +41% | +$186K | 0.4% | 65 |
|
|
2020
Q1 | $380K | Sell |
1,746
-823
| -32% | -$179K | 0.28% | 104 |
|
|
2019
Q4 | $590K | Sell |
2,569
-99
| -4% | -$22.7K | 0.28% | 87 |
|
|
2019
Q3 | $590K | Buy |
2,668
+638
| +31% | +$141K | 0.33% | 77 |
|
|
2019
Q2 | $415K | Sell |
2,030
-487
| -19% | -$99.6K | 0.24% | 118 |
|
|
2019
Q1 | $496K | Buy |
2,517
+468
| +23% | +$92.2K | 0.3% | 90 |
|
|
2018
Q4 | $324K | Buy |
2,049
+176
| +9% | +$27.8K | 0.24% | 126 |
|
|
2018
Q3 | $272K | Sell |
1,873
-50
| -3% | -$7.26K | 0.18% | 165 |
|
|
2018
Q2 | $277K | Sell |
1,923
-805
| -30% | -$116K | 0.21% | 149 |
|
|
2018
Q1 | $396K | Buy |
2,728
+743
| +37% | +$108K | 0.3% | 96 |
|
|
2017
Q4 | $283K | Sell |
1,985
-1,064
| -35% | -$152K | 0.21% | 138 |
|
|
2017
Q3 | $417K | Buy |
3,049
+160
| +6% | +$21.9K | 0.33% | 83 |
|
|
2017
Q2 | $382K | Buy |
2,889
+611
| +27% | +$80.8K | 0.32% | 89 |
|
|
2017
Q1 | $277K | Buy |
2,278
+352
| +18% | +$42.8K | 0.24% | 117 |
|
|
2016
Q4 | $204K | Buy |
+1,926
| New | +$204K | 0.17% | 165 |
|
|
2016
Q1 | – | Sell |
-3,242
| Closed | -$314K | – | 192 |
|
|
2015
Q4 | $314K | Buy |
3,242
+243
| +8% | +$23.5K | 0.18% | 153 |
|
|
2015
Q3 | $264K | Buy |
2,999
+53
| +2% | +$4.67K | 0.17% | 160 |
|
|
2015
Q2 | $275K | Buy |
2,946
+162
| +6% | +$15.1K | 0.16% | 175 |
|
|
2015
Q1 | $262K | Buy |
2,784
+285
| +11% | +$26.8K | 0.16% | 175 |
|
|
2014
Q4 | $247K | Buy |
+2,499
| New | +$247K | 0.19% | 146 |
|