Bogart Wealth LLC’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 | $12.7M | Buy |
57,563
+20,330
| +55% | +$4.49M | 0.54% | 38 |
|
|
2025
Q1 | $8.1M | Buy |
37,233
+1,364
| +4% | +$297K | 0.38% | 64 |
|
|
2024
Q4 | $6.58M | Buy |
35,869
+5,869
| +20% | +$1.08M | 0.31% | 77 |
|
|
2024
Q3 | $6.98M | Buy |
30,000
+29,988
| +249,900% | +$6.97M | 0.33% | 70 |
|
|
2024
Q2 | $2.27K | Sell |
12
-14
| -54% | -$2.65K | ﹤0.01% | 913 |
|
|
2024
Q1 | $5.15K | Sell |
26
-300
| -92% | -$59.4K | ﹤0.01% | 762 |
|
|
2023
Q4 | $70.3K | Buy |
326
+300
| +1,154% | +$64.7K | ﹤0.01% | 318 |
|
|
2023
Q3 | $4.21K | Buy |
26
+12
| +86% | +$1.94K | ﹤0.01% | 759 |
|
|
2023
Q2 | $2.74K | Hold |
14
| – | – | ﹤0.01% | 837 |
|
|
2023
Q1 | $2.86K | Sell |
14
-32
| -70% | -$6.54K | ﹤0.01% | 838 |
|
|
2022
Q4 | $9.75K | Sell |
46
-26
| -36% | -$5.51K | ﹤0.01% | 551 |
|
|
2022
Q3 | $15K | Buy |
72
+23
| +47% | +$4.79K | ﹤0.01% | 470 |
|
|
2022
Q2 | $13K | Hold |
49
| – | – | ﹤0.01% | 490 |
|
|
2022
Q1 | $12K | Sell |
49
-18
| -27% | -$4.41K | ﹤0.01% | 461 |
|
|
2021
Q4 | $20K | Buy |
67
+18
| +37% | +$5.37K | ﹤0.01% | 371 |
|
|
2021
Q3 | $13K | Hold |
49
| – | – | ﹤0.01% | 419 |
|
|
2021
Q2 | $13K | Hold |
49
| – | – | ﹤0.01% | 400 |
|
|
2021
Q1 | $12K | Buy |
+49
| New | +$12K | ﹤0.01% | 387 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 458 |
|