Everhart Financial Group’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 | $522K | Buy |
2,361
+312
| +15% | +$69K | 0.06% | 218 |
|
|
2025
Q1 | $446K | Buy |
2,049
+334
| +19% | +$72.7K | 0.06% | 226 |
|
|
2024
Q4 | $315K | Sell |
1,715
-283
| -14% | -$51.9K | 0.06% | 252 |
|
|
2024
Q3 | $465K | Buy |
1,998
+368
| +23% | +$85.6K | 0.1% | 202 |
|
|
2024
Q2 | $317K | Buy |
1,630
+429
| +36% | +$83.4K | 0.08% | 218 |
|
|
2024
Q1 | $237K | Buy |
+1,201
| New | +$237K | 0.07% | 244 |
|
|
2022
Q4 | – | Sell |
-1,536
| Closed | -$330K | – | 186 |
|
|
2022
Q3 | $330K | Sell |
1,536
-229
| -13% | -$49.2K | 0.18% | 111 |
|
|
2022
Q2 | $451K | Buy |
+1,765
| New | +$451K | 0.27% | 83 |
|