BSW Wealth Partners’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 | $415K | Buy |
1,880
+199
| +12% | +$44K | 0.06% | 192 |
|
|
2025
Q1 | $366K | Sell |
1,681
-555
| -25% | -$121K | 0.06% | 203 |
|
|
2024
Q4 | $410K | Buy |
2,236
+17
| +0.8% | +$3.12K | 0.06% | 187 |
|
|
2024
Q3 | $516K | Buy |
2,219
+366
| +20% | +$85.1K | 0.08% | 142 |
|
|
2024
Q2 | $360K | Buy |
1,853
+136
| +8% | +$26.4K | 0.06% | 179 |
|
|
2024
Q1 | $339K | Sell |
1,717
-9
| -0.5% | -$1.78K | 0.06% | 197 |
|
|
2023
Q4 | $373K | Buy |
1,726
+207
| +14% | +$44.7K | 0.07% | 160 |
|
|
2023
Q3 | $250K | Sell |
1,519
-78
| -5% | -$12.8K | 0.06% | 204 |
|
|
2023
Q2 | $310K | Sell |
1,597
-2,695
| -63% | -$523K | 0.06% | 181 |
|
|
2023
Q1 | $877K | Buy |
4,292
+925
| +27% | +$189K | 0.18% | 81 |
|
|
2022
Q4 | $713K | Sell |
3,367
-194
| -5% | -$41.1K | 0.15% | 95 |
|
|
2022
Q3 | $764K | Buy |
3,561
+185
| +5% | +$39.7K | 0.19% | 70 |
|
|
2022
Q2 | $863K | Buy |
3,376
+283
| +9% | +$72.3K | 0.21% | 68 |
|
|
2022
Q1 | $777K | Buy |
3,093
+403
| +15% | +$101K | 0.2% | 80 |
|
|
2021
Q4 | $787K | Buy |
2,690
+278
| +12% | +$81.3K | 0.2% | 71 |
|
|
2021
Q3 | $640K | Buy |
2,412
+365
| +18% | +$96.8K | 0.18% | 77 |
|
|
2021
Q2 | $553K | Buy |
2,047
+501
| +32% | +$135K | 0.15% | 96 |
|
|
2021
Q1 | $370K | Buy |
1,546
+263
| +20% | +$62.9K | 0.11% | 115 |
|
|
2020
Q4 | $288K | Buy |
1,283
+351
| +38% | +$78.8K | 0.09% | 129 |
|
|
2020
Q3 | $225K | Buy |
+932
| New | +$225K | 0.08% | 129 |
|