Cove Private Wealth’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 | $1.41M | Buy |
6,368
+739
| +13% | +$163K | 0.5% | 53 |
|
|
2025
Q1 | $1.22M | Buy |
5,629
+629
| +13% | +$137K | 0.64% | 43 |
|
|
2024
Q4 | $917K | Hold |
5,000
| – | – | 0.55% | 47 |
|
|
2024
Q3 | $1.16M | Hold |
5,000
| – | – | 0.9% | 32 |
|
|
2024
Q2 | $972K | Hold |
5,000
| – | – | 0.78% | 38 |
|
|
2024
Q1 | $988K | Hold |
5,000
| – | – | 0.84% | 36 |
|
|
2023
Q4 | $1.08M | Buy |
+5,000
| New | +$1.08M | 1.02% | 34 |
|