Buckingham Strategic 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
Q2
$2.12M Sell
10,895
-420
-4% -$81.6K 0.02% 230
2024
Q1
$2.24M Sell
11,315
-304
-3% -$60.1K 0.02% 226
2023
Q4
$2.51M Buy
11,619
+171
+1% +$36.9K 0.03% 206
2023
Q3
$1.88M Sell
11,448
-230
-2% -$37.8K 0.03% 220
2023
Q2
$2.26M Sell
11,678
-965
-8% -$187K 0.03% 207
2023
Q1
$2.68M Hold
12,643
0.05% 159
2022
Q4
$2.68M Sell
12,643
-476
-4% -$101K 0.05% 159
2022
Q3
$2.82M Sell
13,119
-146
-1% -$31.4K 0.06% 143
2022
Q2
$3.39M Buy
13,265
+517
+4% +$132K 0.07% 132
2022
Q1
$3.2M Buy
12,748
+10
+0.1% +$2.51K 0.06% 140
2021
Q4
$3.73M Buy
12,738
+67
+0.5% +$19.6K 0.07% 124
2021
Q3
$3.36M Buy
12,671
+138
+1% +$36.6K 0.07% 135
2021
Q2
$3.39M Buy
12,533
+341
+3% +$92.1K 0.08% 129
2021
Q1
$2.92M Sell
12,192
-888
-7% -$212K 0.14% 121
2020
Q4
$2.94M Buy
13,080
+6,515
+99% +$1.46M 0.15% 117
2020
Q3
$1.59M Buy
6,565
+86
+1% +$20.8K 0.12% 133
2020
Q2
$1.68M Sell
6,479
-1,240
-16% -$321K 0.16% 105
2020
Q1
$1.68M Sell
7,719
-112
-1% -$24.4K 0.16% 104
2019
Q4
$1.8M Buy
7,831
+703
+10% +$162K 0.17% 99
2019
Q3
$1.58M Buy
7,128
+5
+0.1% +$1.11K 0.17% 98
2019
Q2
$1.46M Sell
7,123
-42
-0.6% -$8.59K 0.16% 108
2019
Q1
$1.41M Buy
7,165
+360
+5% +$70.9K 0.18% 107
2018
Q4
$1.08M Buy
6,805
+16
+0.2% +$2.53K 0.16% 106
2018
Q3
$986K Sell
6,789
-579
-8% -$84.1K 0.15% 124
2018
Q2
$1.06M Buy
7,368
+205
+3% +$29.5K 0.17% 117
2018
Q1
$1.04M Buy
7,163
+283
+4% +$41.1K 0.2% 109
2017
Q4
$982K Buy
6,880
+139
+2% +$19.8K 0.2% 105
2017
Q3
$921K Sell
6,741
-1,175
-15% -$161K 0.22% 103
2017
Q2
$1.05M Buy
7,916
+1,962
+33% +$260K 0.25% 95
2017
Q1
$724K Buy
5,954
+306
+5% +$37.2K 0.21% 98
2016
Q4
$597K Sell
5,648
-148
-3% -$15.6K 0.19% 102
2016
Q3
$657K Sell
5,796
-6
-0.1% -$680 0.22% 95
2016
Q2
$659K Buy
5,802
+45
+0.8% +$5.11K 0.22% 88
2016
Q1
$589K Buy
5,757
+172
+3% +$17.6K 0.19% 95
2015
Q4
$541K Buy
5,585
+61
+1% +$5.91K 0.18% 100
2015
Q3
$486K Hold
5,524
0.17% 100
2015
Q2
$515K Buy
5,524
+2,526
+84% +$235K 0.17% 106
2015
Q1
$282K Sell
2,998
-48
-2% -$4.52K 0.11% 149
2014
Q4
$301K Buy
+3,046
New +$301K 0.12% 132