DAS
Dynamic Advisor Solutions’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
19,330
+4,301
| +29% | +$951K | 0.13% | 184 |
|
|
2025
Q1 | $3.27M | Sell |
15,029
-180
| -1% | -$39.2K | 0.11% | 208 |
|
|
2024
Q4 | $2.79M | Buy |
15,209
+170
| +1% | +$31.2K | 0.12% | 170 |
|
|
2024
Q3 | $3.5M | Sell |
15,039
-115
| -0.8% | -$26.7K | 0.11% | 220 |
|
|
2024
Q2 | $2.95M | Buy |
15,154
+264
| +2% | +$51.3K | 0.09% | 239 |
|
|
2024
Q1 | $2.94M | Buy |
14,890
+701
| +5% | +$139K | 0.1% | 244 |
|
|
2023
Q4 | $3.04M | Sell |
14,189
-141
| -1% | -$30.2K | 0.11% | 221 |
|
|
2023
Q3 | $2.36M | Buy |
14,330
+1,087
| +8% | +$179K | 0.11% | 209 |
|
|
2023
Q2 | $2.57M | Buy |
13,243
+772
| +6% | +$150K | 0.13% | 187 |
|
|
2023
Q1 | $2.55M | Buy |
12,471
+1,218
| +11% | +$249K | 0.15% | 176 |
|
|
2022
Q4 | $2.38M | Buy |
11,253
+866
| +8% | +$183K | 0.16% | 152 |
|
|
2022
Q3 | $2.23M | Buy |
10,387
+140
| +1% | +$30.1K | 0.17% | 141 |
|
|
2022
Q2 | $2.62M | Buy |
10,247
+3,554
| +53% | +$908K | 0.2% | 121 |
|
|
2022
Q1 | $1.68M | Buy |
6,693
+161
| +2% | +$40.4K | 0.12% | 183 |
|
|
2021
Q4 | $1.91M | Buy |
6,532
+6
| +0.1% | +$1.76K | 0.14% | 170 |
|
|
2021
Q3 | $1.73M | Sell |
6,526
-123
| -2% | -$32.6K | 0.13% | 189 |
|
|
2021
Q2 | $1.8M | Buy |
6,649
+144
| +2% | +$38.9K | 0.14% | 178 |
|
|
2021
Q1 | $1.56M | Sell |
6,505
-1,475
| -18% | -$353K | 0.14% | 173 |
|
|
2020
Q4 | $1.79M | Buy |
7,980
+176
| +2% | +$39.5K | 0.17% | 152 |
|
|
2020
Q3 | $1.89M | Buy |
7,804
+1,112
| +17% | +$269K | 0.21% | 125 |
|
|
2020
Q2 | $1.73M | Buy |
6,692
+382
| +6% | +$98.8K | 0.23% | 121 |
|
|
2020
Q1 | $1.37M | Sell |
6,310
-338
| -5% | -$73.6K | 0.25% | 121 |
|
|
2019
Q4 | $1.53M | Buy |
6,648
+37
| +0.6% | +$8.5K | 0.21% | 122 |
|
|
2019
Q3 | $1.46M | Sell |
6,611
-382
| -5% | -$84.5K | 0.23% | 118 |
|
|
2019
Q2 | $1.43M | Sell |
6,993
-113
| -2% | -$23.1K | 0.23% | 113 |
|
|
2019
Q1 | $1.4M | Buy |
7,106
+305
| +4% | +$60.1K | 0.26% | 99 |
|
|
2018
Q4 | $1.14M | Buy |
6,801
+389
| +6% | +$65.1K | 0.24% | 112 |
|
|
2018
Q3 | $932K | Buy |
6,412
+575
| +10% | +$83.6K | 0.19% | 139 |
|
|
2018
Q2 | $842K | Buy |
5,837
+2,882
| +98% | +$416K | 0.19% | 145 |
|
|
2018
Q1 | $430K | Buy |
+2,955
| New | +$430K | 0.11% | 204 |
|
|
2016
Q4 | – | Sell |
-6,404
| Closed | -$726K | – | 209 |
|
|
2016
Q3 | $726K | Sell |
6,404
-6,782
| -51% | -$769K | 0.27% | 116 |
|
|
2016
Q2 | $1.5M | Sell |
13,186
-8,735
| -40% | -$992K | 0.61% | 51 |
|
|
2016
Q1 | $2.24M | Sell |
21,921
-451
| -2% | -$46.2K | 0.95% | 26 |
|
|
2015
Q4 | $2.17M | Buy |
22,372
+908
| +4% | +$88K | 0.9% | 28 |
|
|
2015
Q3 | $1.89M | Buy |
21,464
+905
| +4% | +$79.6K | 0.95% | 30 |
|
|
2015
Q2 | $1.92M | Buy |
20,559
+71
| +0.3% | +$6.62K | 1.12% | 26 |
|
|
2015
Q1 | $1.93M | Sell |
20,488
-7,241
| -26% | -$682K | 0.97% | 29 |
|
|
2014
Q4 | $2.74M | Buy |
27,729
+633
| +2% | +$62.6K | 1.47% | 19 |
|
|
2014
Q3 | $2.54M | Sell |
27,096
-34
| -0.1% | -$3.18K | 1.38% | 16 |
|
|
2014
Q2 | $2.44M | Buy |
27,130
+16,056
| +145% | +$1.44M | 1.47% | 12 |
|
|
2014
Q1 | $907K | Buy |
11,074
+2,101
| +23% | +$172K | 0.62% | 49 |
|
|
2013
Q4 | $716K | Buy |
+8,973
| New | +$716K | 0.53% | 59 |
|