Concord Wealth Partners’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
Q2 | $303K | Buy |
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|
2025
Q1 | $203K | Sell |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $447K | Buy |
|
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $479K | Buy |
|
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $574K | Buy |
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|
2023
Q1 | $514K | Buy |
|
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $607K | Buy |
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|
2021
Q3 | $31K | Sell |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $338K | Buy |
|