Brady Family Wealth’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 | $259K | Sell |
1,171
-68
| -5% | -$15K | 0.08% | 105 |
|
|
2025
Q1 | $270K | Sell |
1,239
-275
| -18% | -$59.8K | 0.09% | 100 |
|
|
2024
Q4 | $278K | Sell |
1,514
-441
| -23% | -$80.9K | 0.09% | 98 |
|
|
2024
Q3 | $455K | Hold |
1,955
| – | – | 0.14% | 86 |
|
|
2024
Q2 | $380K | Sell |
1,955
-1,256
| -39% | -$244K | 0.12% | 94 |
|
|
2024
Q1 | $634K | Sell |
3,211
-17,486
| -84% | -$3.45M | 0.21% | 77 |
|
|
2023
Q4 | $4.47M | Buy |
20,697
+896
| +5% | +$193K | 1.53% | 23 |
|
|
2023
Q3 | $3.26M | Buy |
19,801
+298
| +2% | +$49K | 1.26% | 31 |
|
|
2023
Q2 | $3.78M | Buy |
19,503
+734
| +4% | +$142K | 1.41% | 27 |
|
|
2023
Q1 | $3.84M | Buy |
18,769
+613
| +3% | +$125K | 1.51% | 24 |
|
|
2022
Q4 | $3.85M | Buy |
+18,156
| New | +$3.85M | 1.59% | 22 |
|