Castle Rock 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 | $499K | Buy |
2,192
+26
| +1% | +$5.92K | 0.12% | 154 |
|
|
2025
Q1 | $473K | Sell |
2,166
-47
| -2% | -$10.3K | 0.13% | 149 |
|
|
2024
Q4 | $419K | Sell |
2,213
-1
| -0% | -$189 | 0.1% | 159 |
|
|
2024
Q3 | $494K | Sell |
2,214
-36
| -2% | -$8.03K | 0.12% | 155 |
|
|
2024
Q2 | $437K | Buy |
2,250
+8
| +0.4% | +$1.55K | 0.11% | 159 |
|
|
2024
Q1 | $396K | Hold |
2,242
| – | – | 0.11% | 164 |
|
|
2023
Q4 | $480K | Sell |
2,242
-24
| -1% | -$5.14K | 0.15% | 147 |
|
|
2023
Q3 | $362K | Buy |
2,266
+1
| +0% | +$160 | 0.12% | 153 |
|
|
2023
Q2 | $449K | Hold |
2,265
| – | – | 0.15% | 134 |
|
|
2023
Q1 | $438K | Buy |
2,265
+2
| +0.1% | +$387 | 0.16% | 134 |
|
|
2022
Q4 | $500K | Buy |
2,263
+1
| +0% | +$221 | 0.22% | 121 |
|
|
2022
Q3 | $428K | Buy |
2,262
+1
| +0% | +$189 | 0.22% | 120 |
|
|
2022
Q2 | $581K | Sell |
2,261
-20
| -0.9% | -$5.14K | 0.3% | 94 |
|
|
2022
Q1 | $590K | Hold |
2,281
| – | – | 0.27% | 110 |
|
|
2021
Q4 | $558K | Buy |
2,281
+1
| +0% | +$245 | 0.23% | 126 |
|
|
2021
Q3 | $635K | Buy |
2,280
+1
| +0% | +$279 | 0.22% | 130 |
|
|
2021
Q2 | $627K | Buy |
2,279
+154
| +7% | +$42.4K | 0.23% | 127 |
|
|
2021
Q1 | $535K | Hold |
2,125
| – | – | 0.22% | 150 |
|
|
2020
Q4 | $476K | Buy |
+2,125
| New | +$476K | 0.2% | 149 |
|
|
2020
Q3 | – | Sell |
-2,100
| Closed | -$546K | – | 164 |
|
|
2020
Q2 | $546K | Hold |
2,100
| – | – | 0.32% | 107 |
|
|
2020
Q1 | $482K | Sell |
2,100
-100
| -5% | -$23K | 0.42% | 64 |
|
|
2019
Q4 | $559K | Hold |
2,200
| – | – | 0.5% | 81 |
|
|
2019
Q3 | $456K | Buy |
+2,200
| New | +$456K | 0.47% | 79 |
|