Congress 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
Q2 | $3.66M | Buy |
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|
2025
Q1 | $3.46M | Buy |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $357K | Sell |
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|
2023
Q4 | $958K | Buy |
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|
2023
Q3 | $506K | Sell |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $701K | Buy |
|
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|
2022
Q4 | $562K | Buy |
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|
2022
Q3 | $539K | Buy |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $584K | Sell |
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|
2021
Q4 | $695K | Buy |
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