Compass 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 | $3.56M | Buy |
16,097
+3
| +0% | +$663 | 0.85% | 48 |
|
|
2025
Q1 | $3.5M | Hold |
16,094
| – | – | 0.89% | 41 |
|
|
2024
Q4 | $2.95M | Sell |
16,094
-50
| -0.3% | -$9.17K | 0.71% | 56 |
|
|
2024
Q3 | $3.75M | Buy |
16,144
+250
| +2% | +$58.1K | 0.88% | 44 |
|
|
2024
Q2 | $3.09M | Sell |
15,894
-80
| -0.5% | -$15.6K | 0.76% | 48 |
|
|
2024
Q1 | $3.16M | Sell |
15,974
-629
| -4% | -$124K | 0.79% | 47 |
|
|
2023
Q4 | $3.58M | Sell |
16,603
-421
| -2% | -$90.9K | 1% | 37 |
|
|
2023
Q3 | $2.8M | Sell |
17,024
-1,277
| -7% | -$210K | 0.88% | 40 |
|
|
2023
Q2 | $3.55M | Sell |
18,301
-1,521
| -8% | -$295K | 1.07% | 34 |
|
|
2023
Q1 | $4.05M | Sell |
19,822
-1,840
| -8% | -$376K | 1.29% | 24 |
|
|
2022
Q4 | $4.59M | Buy |
+21,662
| New | +$4.59M | 1.5% | 14 |
|