CreativeOne Wealth’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
Q4 | – | Sell |
-1,919
| Closed | -$369K | – | 1178 |
|
|
2025
Q3 | $369K | Sell |
1,919
-617
| -24% | -$129K | 0.01% | 870 |
|
|
2025
Q2 | $561K | Sell |
2,536
-140
| -5% | -$30.2K | 0.01% | 698 |
|
|
2025
Q1 | $582K | Buy |
2,676
+75
| +3% | +$14.7K | 0.02% | 641 |
|
|
2024
Q4 | $477K | Buy |
2,601
+54
| +2% | +$11.2K | 0.01% | 709 |
|
|
2024
Q3 | $592K | Buy |
2,547
+633
| +33% | +$140K | 0.02% | 573 |
|
|
2024
Q2 | $372K | Sell |
1,914
-690
| -26% | -$129K | 0.02% | 559 |
|
|
2024
Q1 | $515K | Sell |
2,604
-8,037
| -76% | -$1.6M | 0.02% | 562 |
|
|
2023
Q4 | $2.3M | Buy |
10,641
+837
| +9% | +$158K | 0.15% | 134 |
|
|
2023
Q3 | $1.61M | Sell |
9,804
-3,160
| -24% | -$577K | 0.12% | 172 |
|
|
2023
Q2 | $2.51M | Buy |
12,964
+2,303
| +22% | +$450K | 0.12% | 164 |
|
|
2023
Q1 | $2.18M | Sell |
10,661
-775
| -7% | -$163K | 0.11% | 164 |
|
|
2022
Q4 | $2.42M | Buy |
11,436
+731
| +7% | +$152K | 0.13% | 138 |
|
|
2022
Q3 | $2.3M | Buy |
10,705
+218
| +2% | +$56K | 0.14% | 129 |
|
|
2022
Q2 | $2.68M | Buy |
10,487
+1,177
| +13% | +$295K | 0.15% | 118 |
|
|
2022
Q1 | $2.34M | Buy |
9,310
+1,073
| +13% | +$262K | 0.12% | 136 |
|
|
2021
Q4 | $2.41M | Buy |
8,237
+588
| +8% | +$161K | 0.12% | 143 |
|
|
2021
Q3 | $2.04M | Buy |
7,649
+972
| +15% | +$277K | 0.12% | 145 |
|
|
2021
Q2 | $1.8M | Sell |
6,677
-613
| -8% | -$156K | 0.11% | 162 |
|
|
2021
Q1 | $1.74M | Buy |
7,290
+555
| +8% | +$124K | 0.13% | 135 |
|
|
2020
Q4 | $1.51M | Buy |
6,735
+4,096
| +155% | +$952K | 0.13% | 134 |
|
|
2020
Q3 | $638K | Buy |
+2,639
| New | +$669K | 0.09% | 141 |
|
|
2020
Q2 | – | Sell |
-1,590
| Closed | -$346K | – | 245 |
|
|
2020
Q1 | $346K | Buy |
1,590
+321
| +25% | +$74.7K | 0.07% | 139 |
|
|
2019
Q4 | $291K | Buy |
1,269
+293
| +30% | +$63.8K | 0.05% | 168 |
|
|
2019
Q3 | $215K | Buy |
+976
| New | +$213K | 0.04% | 167 |
|
Other funds holding AMT
JSC
