Castle 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 | $264K | Hold |
1,186
| – | – | 0.1% | 101 |
|
|
2025
Q1 | $258K | Buy |
1,186
+13
| +1% | +$2.83K | 0.1% | 107 |
|
|
2024
Q4 | $217K | Hold |
1,173
| – | – | 0.09% | 112 |
|
|
2024
Q3 | $273K | Buy |
1,173
+116
| +11% | +$27K | 0.11% | 107 |
|
|
2024
Q2 | $207K | Hold |
1,057
| – | – | 0.1% | 111 |
|
|
2024
Q1 | $209K | Hold |
1,057
| – | – | 0.11% | 116 |
|
|
2023
Q4 | $230K | Buy |
+1,057
| New | +$230K | 0.14% | 104 |
|
|
2023
Q3 | – | Sell |
-1,057
| Closed | -$207K | – | 105 |
|
|
2023
Q2 | $207K | Hold |
1,057
| – | – | 0.14% | 105 |
|
|
2023
Q1 | $216K | Hold |
1,057
| – | – | 0.17% | 101 |
|
|
2022
Q4 | $226K | Buy |
1,057
+46
| +5% | +$9.82K | 0.14% | 102 |
|
|
2022
Q3 | $217K | Sell |
1,011
-10
| -1% | -$2.15K | 0.13% | 98 |
|
|
2022
Q2 | $262K | Buy |
+1,021
| New | +$262K | 0.15% | 92 |
|