Diversify Advisory Services’s American Tower AMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$739K Buy
3,611
+2,016
+126% +$412K 0.03% 406
2025
Q1
$353K Buy
1,595
+36
+2% +$7.97K 0.02% 447
2024
Q4
$270K Sell
1,559
-281
-15% -$48.7K 0.01% 511
2024
Q3
$407K Sell
1,840
-188
-9% -$41.6K 0.02% 413
2024
Q2
$397K Sell
2,028
-688
-25% -$135K 0.02% 424
2024
Q1
$524K Buy
+2,716
New +$524K 0.03% 415