Evermay Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Hold |
|
|||||
|
2025
Q1 | $304K | Buy |
|
|||||
|
2024
Q4 | $257K | Buy |
|
|||||
|
2024
Q3 | $250K | Sell |
|
|||||
|
2024
Q2 | $230K | Hold |
|
|||||
|
2024
Q1 | $232K | Sell |
|
|||||
|
2023
Q4 | $268K | Buy |
|
|||||
|
2023
Q3 | $190K | Sell |
|
|||||
|
2023
Q2 | $294K | Hold |
|
|||||
|
2023
Q1 | $307K | Sell |
|
|||||
|
2022
Q4 | $336K | Buy |
|
|||||
|
2022
Q3 | $316K | Hold |
|
|||||
|
2022
Q2 | $379K | Sell |
|
|||||
|
2022
Q1 | $377K | Buy |
|
|||||
|
2021
Q4 | $432K | Sell |
|
|||||
|
2021
Q3 | $407K | Sell |
|
|||||
|
2021
Q2 | $483K | Hold |
|
|||||
|
2021
Q1 | $427K | Buy |
|
|||||
|
2020
Q4 | $393K | Buy |
|
|||||
|
2020
Q3 | $216K | Hold |
|
|||||
|
2020
Q2 | $231K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $240K | Buy |
|