Evoke Wealth’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 | $463K | Buy |
2,077
+642
| +45% | +$143K | 0.01% | 351 |
|
|
2025
Q1 | $312K | Sell |
1,435
-37
| -3% | -$8.05K | 0.01% | 343 |
|
|
2024
Q4 | $272K | Buy |
1,472
+95
| +7% | +$17.6K | 0.01% | 361 |
|
|
2024
Q3 | $320K | Buy |
+1,377
| New | +$320K | 0.01% | 324 |
|
|
2024
Q2 | – | Sell |
-1,602
| Closed | -$317K | – | 120 |
|
|
2024
Q1 | $317K | Buy |
+1,602
| New | +$317K | 0.01% | 319 |
|
|
2023
Q4 | – | Sell |
-1,498
| Closed | -$246K | – | 107 |
|
|
2023
Q3 | $246K | Sell |
1,498
-24
| -2% | -$3.95K | 0.01% | 329 |
|
|
2023
Q2 | $298K | Sell |
1,522
-275
| -15% | -$53.8K | 0.01% | 290 |
|
|
2023
Q1 | $367K | Sell |
1,797
-165
| -8% | -$33.7K | 0.01% | 247 |
|
|
2022
Q4 | $419K | Buy |
1,962
+1,481
| +308% | +$316K | 0.02% | 236 |
|
|
2022
Q3 | $103K | Sell |
481
-36
| -7% | -$7.71K | ﹤0.01% | 408 |
|
|
2022
Q2 | $133K | Sell |
517
-4,709
| -90% | -$1.21M | ﹤0.01% | 376 |
|
|
2022
Q1 | $1.31M | Buy |
5,226
+1,361
| +35% | +$342K | 0.04% | 150 |
|
|
2021
Q4 | $1.14M | Buy |
3,865
+2
| +0.1% | +$588 | 0.04% | 169 |
|
|
2021
Q3 | $1.03M | Sell |
3,863
-1
| -0% | -$267 | 0.04% | 168 |
|
|
2021
Q2 | $1.05M | Buy |
3,864
+3,470
| +881% | +$942K | 0.04% | 169 |
|
|
2021
Q1 | $94K | Buy |
394
+175
| +80% | +$41.8K | ﹤0.01% | 380 |
|
|
2020
Q4 | $50K | Buy |
219
+82
| +60% | +$18.7K | ﹤0.01% | 376 |
|
|
2020
Q3 | $33K | Buy |
137
+3
| +2% | +$723 | ﹤0.01% | 409 |
|
|
2020
Q2 | $35K | Sell |
134
-22
| -14% | -$5.75K | ﹤0.01% | 390 |
|
|
2020
Q1 | $34K | Sell |
156
-907
| -85% | -$198K | ﹤0.01% | 376 |
|
|
2019
Q4 | $245K | Buy |
1,063
+171
| +19% | +$39.5K | 0.03% | 195 |
|
|
2019
Q3 | $198K | Buy |
+892
| New | +$198K | 0.02% | 258 |
|