Exencial Wealth 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 | $1.51M | Buy |
6,823
+214
| +3% | +$47.3K | 0.05% | 244 |
|
|
2025
Q1 | $1.44M | Sell |
6,609
-2,065
| -24% | -$449K | 0.05% | 245 |
|
|
2024
Q4 | $1.59M | Sell |
8,674
-1,776
| -17% | -$326K | 0.06% | 238 |
|
|
2024
Q3 | $2.43M | Buy |
10,450
+558
| +6% | +$130K | 0.09% | 196 |
|
|
2024
Q2 | $1.92M | Sell |
9,892
-314
| -3% | -$61K | 0.07% | 209 |
|
|
2024
Q1 | $2.02M | Buy |
10,206
+655
| +7% | +$129K | 0.08% | 208 |
|
|
2023
Q4 | $2.06M | Buy |
9,551
+932
| +11% | +$201K | 0.08% | 192 |
|
|
2023
Q3 | $1.42M | Buy |
8,619
+299
| +4% | +$49.2K | 0.07% | 205 |
|
|
2023
Q2 | $1.61M | Sell |
8,320
-23,139
| -74% | -$4.49M | 0.07% | 199 |
|
|
2023
Q1 | $6.43M | Buy |
31,459
+4,555
| +17% | +$931K | 0.33% | 87 |
|
|
2022
Q4 | $5.7M | Sell |
26,904
-2,471
| -8% | -$524K | 0.31% | 98 |
|
|
2022
Q3 | $6.31M | Sell |
29,375
-2,878
| -9% | -$618K | 0.38% | 84 |
|
|
2022
Q2 | $8.24M | Sell |
32,253
-2,378
| -7% | -$608K | 0.47% | 66 |
|
|
2022
Q1 | $8.7M | Sell |
34,631
-412
| -1% | -$104K | 0.44% | 74 |
|
|
2021
Q4 | $10.3M | Sell |
35,043
-11,393
| -25% | -$3.33M | 0.5% | 59 |
|
|
2021
Q3 | $12.3M | Buy |
46,436
+12,676
| +38% | +$3.36M | 0.54% | 41 |
|
|
2021
Q2 | $9.12M | Buy |
33,760
+2,551
| +8% | +$689K | 0.49% | 64 |
|
|
2021
Q1 | $7.46M | Buy |
31,209
+8,028
| +35% | +$1.92M | 0.44% | 77 |
|
|
2020
Q4 | $5.2M | Buy |
23,181
+986
| +4% | +$221K | 0.36% | 96 |
|
|
2020
Q3 | $5.37M | Buy |
22,195
+2,719
| +14% | +$657K | 0.28% | 111 |
|
|
2020
Q2 | $5.04M | Buy |
19,476
+3,324
| +21% | +$859K | 0.44% | 77 |
|
|
2020
Q1 | $3.52M | Buy |
16,152
+1,196
| +8% | +$260K | 0.63% | 53 |
|
|
2019
Q4 | $3.44M | Buy |
14,956
+13,450
| +893% | +$3.09M | 0.6% | 67 |
|
|
2019
Q3 | $333K | Sell |
1,506
-138
| -8% | -$30.5K | 0.07% | 184 |
|
|
2019
Q2 | $336K | Hold |
1,644
| – | – | 0.08% | 167 |
|
|
2019
Q1 | $324K | Sell |
1,644
-30
| -2% | -$5.91K | 0.08% | 172 |
|
|
2018
Q4 | $265K | Buy |
+1,674
| New | +$265K | 0.07% | 180 |
|
|
2018
Q3 | – | Sell |
-1,415
| Closed | -$204K | – | 192 |
|
|
2018
Q2 | $204K | Buy |
+1,415
| New | +$204K | 0.06% | 172 |
|