Buckingham Strategic Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.12M | Sell |
10,895
-420
| -4% | -$78.5K | 0.02% | 230 |
|
|
2024
Q1 | $2.24M | Sell |
11,315
-304
| -3% | -$60.6K | 0.02% | 226 |
|
|
2023
Q4 | $2.51M | Buy |
11,619
+171
| +1% | +$32.3K | 0.03% | 206 |
|
|
2023
Q3 | $1.88M | Sell |
11,448
-230
| -2% | -$42K | 0.03% | 220 |
|
|
2023
Q2 | $2.26M | Sell |
11,678
-965
| -8% | -$189K | 0.03% | 207 |
|
|
2023
Q1 | $2.68M | Hold |
12,643
| – | – | 0.05% | 159 |
|
|
2022
Q4 | $2.68M | Sell |
12,643
-476
| -4% | -$99.1K | 0.05% | 159 |
|
|
2022
Q3 | $2.82M | Sell |
13,119
-146
| -1% | -$37.5K | 0.06% | 143 |
|
|
2022
Q2 | $3.39M | Buy |
13,265
+517
| +4% | +$130K | 0.07% | 132 |
|
|
2022
Q1 | $3.2M | Buy |
12,748
+10
| +0.1% | +$2.44K | 0.06% | 140 |
|
|
2021
Q4 | $3.73M | Buy |
12,738
+67
| +0.5% | +$18.3K | 0.07% | 124 |
|
|
2021
Q3 | $3.36M | Buy |
12,671
+138
| +1% | +$39.3K | 0.07% | 135 |
|
|
2021
Q2 | $3.39M | Buy |
12,533
+341
| +3% | +$86.9K | 0.08% | 129 |
|
|
2021
Q1 | $2.92M | Sell |
12,192
-888
| -7% | -$198K | 0.14% | 121 |
|
|
2020
Q4 | $2.94M | Buy |
13,080
+6,515
| +99% | +$1.51M | 0.15% | 117 |
|
|
2020
Q3 | $1.59M | Buy |
6,565
+86
| +1% | +$21.8K | 0.12% | 133 |
|
|
2020
Q2 | $1.68M | Sell |
6,479
-1,240
| -16% | -$307K | 0.16% | 105 |
|
|
2020
Q1 | $1.68M | Sell |
7,719
-112
| -1% | -$26.1K | 0.16% | 104 |
|
|
2019
Q4 | $1.8M | Buy |
7,831
+703
| +10% | +$153K | 0.17% | 99 |
|
|
2019
Q3 | $1.58M | Buy |
7,128
+5
| +0.1% | +$1.09K | 0.17% | 98 |
|
|
2019
Q2 | $1.46M | Sell |
7,123
-42
| -0.6% | -$8.44K | 0.16% | 108 |
|
|
2019
Q1 | $1.41M | Buy |
7,165
+360
| +5% | +$63.1K | 0.18% | 107 |
|
|
2018
Q4 | $1.08M | Buy |
6,805
+16
| +0.2% | +$2.5K | 0.16% | 106 |
|
|
2018
Q3 | $986K | Sell |
6,789
-579
| -8% | -$84.9K | 0.15% | 124 |
|
|
2018
Q2 | $1.06M | Buy |
7,368
+205
| +3% | +$28.5K | 0.17% | 117 |
|
|
2018
Q1 | $1.04M | Buy |
7,163
+283
| +4% | +$39.9K | 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% | -$164K | 0.22% | 103 |
|
|
2017
Q2 | $1.05M | Buy |
7,916
+1,962
| +33% | +$251K | 0.25% | 95 |
|
|
2017
Q1 | $724K | Buy |
5,954
+306
| +5% | +$33.7K | 0.21% | 98 |
|
|
2016
Q4 | $597K | Sell |
5,648
-148
| -3% | -$16.1K | 0.19% | 102 |
|
|
2016
Q3 | $657K | Sell |
5,796
-6
| -0.1% | -$686 | 0.22% | 95 |
|
|
2016
Q2 | $659K | Buy |
5,802
+45
| +0.8% | +$4.79K | 0.22% | 88 |
|
|
2016
Q1 | $589K | Buy |
5,757
+172
| +3% | +$16.1K | 0.19% | 95 |
|
|
2015
Q4 | $541K | Buy |
5,585
+61
| +1% | +$5.94K | 0.18% | 100 |
|
|
2015
Q3 | $486K | Hold |
5,524
| – | – | 0.17% | 100 |
|
|
2015
Q2 | $515K | Buy |
5,524
+2,526
| +84% | +$239K | 0.17% | 106 |
|
|
2015
Q1 | $282K | Sell |
2,998
-48
| -2% | -$4.67K | 0.11% | 149 |
|
|
2014
Q4 | $301K | Buy |
+3,046
| New | +$299K | 0.12% | 132 |
|
Other funds holding AMT
