Dakota 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 | $2.58M | Sell |
11,672
-350
| -3% | -$77.4K | 0.05% | 230 |
|
|
2025
Q1 | $2.62M | Sell |
12,022
-1,734
| -13% | -$377K | 0.06% | 223 |
|
|
2024
Q4 | $2.52M | Sell |
13,756
-2,044
| -13% | -$375K | 0.06% | 231 |
|
|
2024
Q3 | $3.67M | Sell |
15,800
-5,158
| -25% | -$1.2M | 0.08% | 207 |
|
|
2024
Q2 | $4.07M | Buy |
20,958
+3,199
| +18% | +$622K | 0.1% | 180 |
|
|
2024
Q1 | $3.51M | Buy |
17,759
+2,692
| +18% | +$532K | 0.09% | 195 |
|
|
2023
Q4 | $3.25M | Buy |
15,067
+4,955
| +49% | +$1.07M | 0.13% | 160 |
|
|
2023
Q3 | $1.66M | Sell |
10,112
-1,624
| -14% | -$267K | 0.07% | 224 |
|
|
2023
Q2 | $2.28M | Buy |
11,736
+462
| +4% | +$89.6K | 0.11% | 163 |
|
|
2023
Q1 | $2.3M | Buy |
11,274
+2,045
| +22% | +$418K | 0.15% | 144 |
|
|
2022
Q4 | $1.96M | Buy |
9,229
+1,857
| +25% | +$393K | 0.14% | 153 |
|
|
2022
Q3 | $1.58M | Buy |
7,372
+1,249
| +20% | +$268K | 0.13% | 172 |
|
|
2022
Q2 | $1.57M | Buy |
6,123
+2,462
| +67% | +$629K | 0.14% | 147 |
|
|
2022
Q1 | $920K | Buy |
3,661
+959
| +35% | +$241K | 0.07% | 201 |
|
|
2021
Q4 | $790K | Buy |
2,702
+155
| +6% | +$45.3K | 0.08% | 190 |
|
|
2021
Q3 | $676K | Buy |
2,547
+644
| +34% | +$171K | 0.08% | 193 |
|
|
2021
Q2 | $515K | Hold |
1,903
| – | – | 0.06% | 215 |
|
|
2021
Q1 | $455K | Buy |
1,903
+33
| +2% | +$7.89K | 0.06% | 217 |
|
|
2020
Q4 | $419K | Buy |
1,870
+36
| +2% | +$8.07K | 0.05% | 219 |
|
|
2020
Q3 | $443K | Buy |
1,834
+87
| +5% | +$21K | 0.07% | 184 |
|
|
2020
Q2 | $451K | Buy |
1,747
+120
| +7% | +$31K | 0.08% | 174 |
|
|
2020
Q1 | $355K | Sell |
1,627
-125
| -7% | -$27.3K | 0.08% | 180 |
|
|
2019
Q4 | $403K | Buy |
1,752
+9
| +0.5% | +$2.07K | 0.06% | 215 |
|
|
2019
Q3 | $385K | Buy |
1,743
+148
| +9% | +$32.7K | 0.07% | 205 |
|
|
2019
Q2 | $326K | Buy |
1,595
+4
| +0.3% | +$818 | 0.06% | 214 |
|
|
2019
Q1 | $314K | Buy |
+1,591
| New | +$314K | 0.06% | 228 |
|