Financial Advisory Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-21,098
| Closed | -$4.55M | – | 68 |
|
2023
Q4 | $4.55M | Sell |
21,098
-176
| -0.8% | -$38K | 1.66% | 15 |
|
2023
Q3 | $3.5M | Sell |
21,274
-371
| -2% | -$61K | 1.41% | 34 |
|
2023
Q2 | $4.2M | Buy |
21,645
+656
| +3% | +$127K | 1.62% | 19 |
|
2023
Q1 | $4.29M | Sell |
20,989
-72
| -0.3% | -$14.7K | 1.7% | 13 |
|
2022
Q4 | $4.46M | Buy |
21,061
+4,023
| +24% | +$852K | 1.84% | 9 |
|
2022
Q3 | $3.66M | Sell |
17,038
-41
| -0.2% | -$8.8K | 1.59% | 22 |
|
2022
Q2 | $4.37M | Buy |
17,079
+3,431
| +25% | +$877K | 1.8% | 12 |
|
2022
Q1 | $3.43M | Buy |
13,648
+1,980
| +17% | +$497K | 1.27% | 41 |
|
2021
Q4 | $3.41M | Buy |
+11,668
| New | +$3.41M | 1.25% | 39 |
|