Delta Financial Advisors’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 | $275K | Sell |
1,246
-179
| -13% | -$39.6K | 0.1% | 103 |
|
|
2025
Q1 | $310K | Buy |
1,425
+111
| +8% | +$24.2K | 0.12% | 97 |
|
|
2024
Q4 | $241K | Sell |
1,314
-744
| -36% | -$136K | 0.09% | 106 |
|
|
2024
Q3 | $479K | Buy |
2,058
+1
| +0% | +$233 | 0.17% | 90 |
|
|
2024
Q2 | $400K | Sell |
2,057
-134
| -6% | -$26.1K | 0.15% | 93 |
|
|
2024
Q1 | $433K | Buy |
2,191
+210
| +11% | +$41.5K | 0.17% | 89 |
|
|
2023
Q4 | $428K | Buy |
1,981
+70
| +4% | +$15.1K | 0.19% | 91 |
|
|
2023
Q3 | $314K | Buy |
1,911
+51
| +3% | +$8.39K | 0.14% | 104 |
|
|
2023
Q2 | $361K | Buy |
1,860
+180
| +11% | +$34.9K | 0.16% | 103 |
|
|
2023
Q1 | $343K | Hold |
1,680
| – | – | 0.17% | 100 |
|
|
2022
Q4 | $356K | Buy |
1,680
+125
| +8% | +$26.5K | 0.17% | 99 |
|
|
2022
Q3 | $334K | Buy |
1,555
+20
| +1% | +$4.3K | 0.18% | 99 |
|
|
2022
Q2 | $392K | Buy |
1,535
+40
| +3% | +$10.2K | 0.2% | 96 |
|
|
2022
Q1 | $376K | Buy |
1,495
+355
| +31% | +$89.3K | 0.16% | 104 |
|
|
2021
Q4 | $333K | Buy |
1,140
+195
| +21% | +$57K | 0.14% | 106 |
|
|
2021
Q3 | $251K | Buy |
945
+5
| +0.5% | +$1.33K | 0.11% | 111 |
|
|
2021
Q2 | $254K | Buy |
+940
| New | +$254K | 0.11% | 108 |
|