Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $900K | Hold |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.46M | Sell |
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|
2022
Q1 | $1.51M | Hold |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $1.75M | Hold |
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|
2021
Q1 | $1.54M | Sell |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $1.66M | Sell |
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|
2020
Q1 | $1.48M | Sell |
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|
2019
Q4 | $1.69M | Buy |
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