Darwin 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 | $22.2K | Buy |
100
+1
| +1% | +$222 | 0.01% | 268 |
|
2025
Q1 | $18.2K | Hold |
99
| – | – | 0.01% | 317 |
|
2024
Q4 | $18.2K | Buy |
99
+57
| +136% | +$10.5K | 0.01% | 317 |
|
2024
Q3 | $9.77K | Buy |
+42
| New | +$9.77K | ﹤0.01% | 391 |
|
2024
Q1 | – | Sell |
-1,241
| Closed | -$268K | – | 140 |
|
2023
Q4 | $268K | Sell |
1,241
-94
| -7% | -$20.3K | 0.07% | 124 |
|
2023
Q3 | $220K | Buy |
1,335
+82
| +7% | +$13.5K | 0.06% | 136 |
|
2023
Q2 | $244K | Buy |
+1,253
| New | +$244K | 0.06% | 126 |
|
2022
Q3 | – | Sell |
-817
| Closed | -$218K | – | 153 |
|
2022
Q2 | $218K | Sell |
817
-112
| -12% | -$29.9K | 0.04% | 155 |
|
2022
Q1 | $233K | Buy |
+929
| New | +$233K | 0.04% | 158 |
|
2020
Q2 | – | Sell |
-199
| Closed | -$42K | – | 186 |
|
2020
Q1 | $42K | Buy |
+199
| New | +$42K | 0.01% | 265 |
|