Fiduciary Alliance’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 | $1.09M | Sell |
4,922
-359
| -7% | -$79.3K | 0.08% | 212 |
|
|
2025
Q1 | $1.15M | Buy |
5,281
+331
| +7% | +$72K | 0.11% | 152 |
|
|
2024
Q4 | $908K | Buy |
4,950
+3,233
| +188% | +$593K | 0.09% | 170 |
|
|
2024
Q3 | $399K | Buy |
1,717
+435
| +34% | +$101K | 0.05% | 175 |
|
|
2024
Q2 | $246K | Buy |
+1,282
| New | +$246K | 0.04% | 184 |
|
|
2023
Q3 | – | Sell |
-367
| Closed | -$71.2K | – | 204 |
|
|
2023
Q2 | $71.2K | Buy |
+367
| New | +$71.2K | 0.02% | 263 |
|
|
2023
Q1 | – | Sell |
-77
| Closed | -$16.3K | – | 170 |
|
|
2022
Q4 | $16.3K | Buy |
+77
| New | +$16.3K | ﹤0.01% | 337 |
|