Cassaday & Co Wealth Management’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 | $244K | Buy |
1,106
+93
| +9% | +$20.6K | 0.01% | 302 |
|
|
2025
Q1 | $220K | Buy |
+1,013
| New | +$220K | 0.01% | 296 |
|
|
2024
Q4 | – | Sell |
-1,006
| Closed | -$234K | – | 321 |
|
|
2024
Q3 | $234K | Buy |
+1,006
| New | +$234K | 0.01% | 279 |
|
|
2024
Q2 | – | Sell |
-1,069
| Closed | -$211K | – | 291 |
|
|
2024
Q1 | $211K | Sell |
1,069
-294
| -22% | -$58.1K | 0.01% | 274 |
|
|
2023
Q4 | $294K | Buy |
1,363
+22
| +2% | +$4.75K | 0.01% | 204 |
|
|
2023
Q3 | $221K | Sell |
1,341
-9
| -0.7% | -$1.48K | 0.01% | 234 |
|
|
2023
Q2 | $262K | Sell |
1,350
-47
| -3% | -$9.12K | 0.01% | 214 |
|
|
2023
Q1 | $285K | Buy |
1,397
+53
| +4% | +$10.8K | 0.01% | 208 |
|
|
2022
Q4 | $285K | Buy |
+1,344
| New | +$285K | 0.01% | 204 |
|