Evernest Financial Advisors’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 | $356K | Buy |
1,609
+40
| +3% | +$8.84K | 0.12% | 128 |
|
|
2025
Q1 | $341K | Buy |
1,569
+216
| +16% | +$47K | 0.12% | 122 |
|
|
2024
Q4 | $248K | Sell |
1,353
-238
| -15% | -$43.7K | 0.06% | 142 |
|
|
2024
Q3 | $370K | Buy |
1,591
+1
| +0.1% | +$233 | 0.1% | 115 |
|
|
2024
Q2 | $309K | Sell |
1,590
-62
| -4% | -$12.1K | 0.14% | 102 |
|
|
2024
Q1 | $283K | Sell |
1,652
-231
| -12% | -$39.6K | 0.13% | 110 |
|
|
2023
Q4 | $407K | Buy |
+1,883
| New | +$407K | 0.21% | 96 |
|
|
2021
Q4 | $313K | Buy |
+1,607
| New | +$313K | 0.16% | 100 |
|