Elmwood 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 | $462K | Buy |
2,090
+3
| +0.1% | +$663 | 0.18% | 98 |
|
|
2025
Q1 | $454K | Buy |
2,087
+50
| +2% | +$10.9K | 0.19% | 101 |
|
|
2024
Q4 | $374K | Hold |
2,037
| – | – | 0.15% | 107 |
|
|
2024
Q3 | $474K | Sell |
2,037
-25
| -1% | -$5.81K | 0.2% | 98 |
|
|
2024
Q2 | $401K | Sell |
2,062
-1,252
| -38% | -$243K | 0.18% | 97 |
|
|
2024
Q1 | $655K | Buy |
3,314
+1,512
| +84% | +$299K | 0.28% | 90 |
|
|
2023
Q4 | $389K | Sell |
1,802
-1,668
| -48% | -$360K | 0.27% | 82 |
|
|
2023
Q3 | $571K | Sell |
3,470
-194
| -5% | -$31.9K | 0.28% | 91 |
|
|
2023
Q2 | $711K | Sell |
3,664
-211
| -5% | -$40.9K | 0.33% | 84 |
|
|
2023
Q1 | $792K | Sell |
3,875
-958
| -20% | -$196K | 0.37% | 82 |
|
|
2022
Q4 | $1.02M | Hold |
4,833
| – | – | 0.51% | 71 |
|
|
2022
Q3 | $1.04M | Sell |
4,833
-50
| -1% | -$10.7K | 0.52% | 60 |
|
|
2022
Q2 | $1.25M | Buy |
4,883
+20
| +0.4% | +$5.11K | 0.71% | 54 |
|
|
2022
Q1 | $1.22M | Buy |
4,863
+330
| +7% | +$82.9K | 0.63% | 62 |
|
|
2021
Q4 | $1.33M | Buy |
+4,533
| New | +$1.33M | 0.63% | 60 |
|
|
2021
Q2 | $1.1M | Hold |
4,075
| – | – | 0.58% | 63 |
|
|
2021
Q1 | $974K | Buy |
+4,075
| New | +$974K | 0.59% | 61 |
|
|
2020
Q3 | $649K | Hold |
2,510
| – | – | 0.53% | 63 |
|
|
2020
Q2 | $649K | Sell |
2,510
-2,413
| -49% | -$624K | 0.53% | 63 |
|
|
2020
Q1 | $716K | Buy |
4,923
+2,413
| +96% | +$351K | 0.68% | 52 |
|
|
2019
Q4 | $577K | Sell |
2,510
-54
| -2% | -$12.4K | 0.5% | 68 |
|
|
2019
Q3 | $567K | Sell |
2,564
-25
| -1% | -$5.53K | 0.57% | 59 |
|
|
2019
Q2 | $529K | Sell |
2,589
-15
| -0.6% | -$3.07K | 0.47% | 69 |
|
|
2019
Q1 | $513K | Sell |
2,604
-565
| -18% | -$111K | 0.47% | 67 |
|
|
2018
Q4 | $501K | Sell |
3,169
-40
| -1% | -$6.32K | 0.48% | 69 |
|
|
2018
Q3 | $466K | Sell |
3,209
-219
| -6% | -$31.8K | 0.39% | 76 |
|
|
2018
Q2 | $494K | Sell |
3,428
-1,495
| -30% | -$216K | 0.45% | 70 |
|
|
2018
Q1 | $716K | Buy |
+4,923
| New | +$716K | 0.68% | 52 |
|