Daymark Wealth Partners’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 | $753K | Buy |
3,409
+23
| +0.7% | +$5.08K | 0.03% | 297 |
|
|
2025
Q1 | $737K | Sell |
3,386
-289
| -8% | -$62.9K | 0.03% | 287 |
|
|
2024
Q4 | $674K | Sell |
3,675
-287
| -7% | -$52.6K | 0.03% | 287 |
|
|
2024
Q3 | $921K | Sell |
3,962
-443
| -10% | -$103K | 0.04% | 255 |
|
|
2024
Q2 | $856K | Sell |
4,405
-717
| -14% | -$139K | 0.04% | 256 |
|
|
2024
Q1 | $1.01M | Buy |
5,122
+436
| +9% | +$86.1K | 0.05% | 195 |
|
|
2023
Q4 | $1.01M | Buy |
4,686
+129
| +3% | +$27.8K | 0.06% | 186 |
|
|
2023
Q3 | $749K | Sell |
4,557
-524
| -10% | -$86.2K | 0.05% | 200 |
|
|
2023
Q2 | $985K | Buy |
5,081
+1,147
| +29% | +$222K | 0.07% | 170 |
|
|
2023
Q1 | $804K | Buy |
3,934
+1,215
| +45% | +$248K | 0.11% | 150 |
|
|
2022
Q4 | $576K | Buy |
+2,719
| New | +$576K | 0.1% | 135 |
|