Castle Rock Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Sell |
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|
2025
Q2 | $499K | Buy |
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|
2025
Q1 | $473K | Sell |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $396K | Hold |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $362K | Buy |
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|
2023
Q2 | $449K | Hold |
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|
2023
Q1 | $438K | Buy |
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | $428K | Buy |
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|
2022
Q2 | $581K | Sell |
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|
2022
Q1 | $590K | Hold |
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|
2021
Q4 | $558K | Buy |
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|
2021
Q3 | $635K | Buy |
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|
2021
Q2 | $627K | Buy |
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|
2021
Q1 | $535K | Hold |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $546K | Hold |
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|
2020
Q1 | $482K | Sell |
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|
2019
Q4 | $559K | Hold |
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|
2019
Q3 | $456K | Buy |
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