Congress 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 | $3.66M | Buy |
16,569
+635
| +4% | +$140K | 0.04% | 444 |
|
|
2025
Q1 | $3.46M | Buy |
15,934
+7,208
| +83% | +$1.56M | 0.04% | 383 |
|
|
2024
Q4 | $1.6M | Buy |
8,726
+597
| +7% | +$110K | 0.02% | 443 |
|
|
2024
Q3 | $1.89M | Buy |
8,129
+6,641
| +446% | +$1.54M | 0.03% | 435 |
|
|
2024
Q2 | $289K | Sell |
1,488
-317
| -18% | -$61.7K | ﹤0.01% | 626 |
|
|
2024
Q1 | $357K | Sell |
1,805
-2,630
| -59% | -$520K | 0.01% | 484 |
|
|
2023
Q4 | $958K | Buy |
4,435
+1,356
| +44% | +$293K | 0.02% | 400 |
|
|
2023
Q3 | $506K | Sell |
3,079
-340
| -10% | -$55.9K | 0.01% | 456 |
|
|
2023
Q2 | $663K | Sell |
3,419
-11
| -0.3% | -$2.13K | 0.02% | 381 |
|
|
2023
Q1 | $701K | Buy |
3,430
+775
| +29% | +$158K | 0.02% | 382 |
|
|
2022
Q4 | $562K | Buy |
2,655
+145
| +6% | +$30.7K | 0.01% | 393 |
|
|
2022
Q3 | $539K | Buy |
2,510
+129
| +5% | +$27.7K | 0.01% | 393 |
|
|
2022
Q2 | $609K | Buy |
2,381
+58
| +2% | +$14.8K | 0.02% | 381 |
|
|
2022
Q1 | $584K | Sell |
2,323
-52
| -2% | -$13.1K | 0.01% | 426 |
|
|
2021
Q4 | $695K | Buy |
+2,375
| New | +$695K | 0.01% | 415 |
|