Focused Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-399
| Closed | -$86.2K | – | 244 |
|
|
2023
Q4 | $86.2K | Buy |
399
+3
| +0.8% | +$567 | 0.01% | 224 |
|
|
2023
Q3 | $65.1K | Sell |
396
-8
| -2% | -$1.46K | 0.01% | 259 |
|
|
2023
Q2 | $78.3K | Sell |
404
-67
| -14% | -$13.1K | 0.01% | 241 |
|
|
2023
Q1 | $96.3K | Buy |
471
+72
| +18% | +$15.1K | 0.02% | 203 |
|
|
2022
Q4 | $84.5K | Buy |
399
+3
| +0.8% | +$624 | 0.02% | 220 |
|
|
2022
Q3 | $85K | Buy |
396
+2
| +0.5% | +$514 | 0.02% | 195 |
|
|
2022
Q2 | $101K | Buy |
394
+2
| +0.5% | +$502 | 0.02% | 189 |
|
|
2022
Q1 | $99K | Buy |
392
+2
| +0.5% | +$488 | 0.02% | 210 |
|
|
2021
Q4 | $114K | Buy |
390
+1
| +0.3% | +$273 | 0.02% | 265 |
|
|
2021
Q3 | $103K | Buy |
389
+2
| +0.5% | +$570 | 0.02% | 294 |
|
|
2021
Q2 | $105K | Buy |
387
+1
| +0.3% | +$255 | 0.02% | 280 |
|
|
2021
Q1 | $92K | Buy |
386
+12
| +3% | +$2.67K | 0.02% | 290 |
|
|
2020
Q4 | $84K | Buy |
374
+2
| +0.5% | +$465 | 0.02% | 290 |
|
|
2020
Q3 | $90K | Buy |
372
+1
| +0.3% | +$254 | 0.02% | 255 |
|
|
2020
Q2 | $96K | Buy |
371
+1
| +0.3% | +$247 | 0.02% | 234 |
|
|
2020
Q1 | $80K | Sell |
370
-56
| -13% | -$13K | 0.02% | 233 |
|
|
2019
Q4 | $98K | Buy |
426
+1
| +0.2% | +$218 | 0.02% | 252 |
|
|
2019
Q3 | $94K | Buy |
425
+1
| +0.2% | +$218 | 0.03% | 242 |
|
|
2019
Q2 | $87K | Buy |
424
+2
| +0.5% | +$402 | 0.02% | 260 |
|
|
2019
Q1 | $83K | Buy |
422
+1
| +0.2% | +$175 | 0.03% | 241 |
|
|
2018
Q4 | $67K | Buy |
421
+2
| +0.5% | +$313 | 0.02% | 269 |
|
|
2018
Q3 | $61K | Sell |
419
-162
| -28% | -$23.8K | 0.02% | 275 |
|
|
2018
Q2 | $84K | Buy |
581
+3
| +0.5% | +$417 | 0.03% | 238 |
|
|
2018
Q1 | $84K | Buy |
578
+3
| +0.5% | +$423 | 0.03% | 253 |
|
|
2017
Q4 | $82K | Buy |
575
+109
| +23% | +$15.6K | 0.03% | 250 |
|
|
2017
Q3 | $64K | Sell |
466
-104
| -18% | -$14.5K | 0.02% | 207 |
|
|
2017
Q2 | $75K | Hold |
570
| – | – | 0.03% | 249 |
|
|
2017
Q1 | $69K | Buy |
570
+2
| +0.4% | +$220 | 0.03% | 250 |
|
|
2016
Q4 | $60K | Buy |
568
+2
| +0.4% | +$217 | 0.03% | 260 |
|
|
2016
Q3 | $64K | Buy |
566
+1
| +0.2% | +$114 | 0.03% | 241 |
|
|
2016
Q2 | $64K | Sell |
565
-66
| -10% | -$7.02K | 0.03% | 242 |
|
|
2016
Q1 | $65K | Buy |
631
+70
| +12% | +$6.54K | 0.04% | 173 |
|
|
2015
Q4 | $54K | Buy |
561
+77
| +16% | +$7.5K | 0.03% | 197 |
|
|
2015
Q3 | $43K | Sell |
484
-99
| -17% | -$9.32K | 0.03% | 212 |
|
|
2015
Q2 | $54K | Buy |
583
+2
| +0.3% | +$189 | 0.03% | 194 |
|
|
2015
Q1 | $55K | Buy |
581
+1
| +0.2% | +$97 | 0.03% | 192 |
|
|
2014
Q4 | $57K | Buy |
580
+2
| +0.3% | +$196 | 0.04% | 180 |
|
|
2014
Q3 | $54K | Buy |
578
+1
| +0.2% | +$95 | 0.04% | 190 |
|
|
2014
Q2 | $52K | Buy |
577
+201
| +53% | +$17.4K | 0.04% | 181 |
|
|
2014
Q1 | $31K | Sell |
376
-73
| -16% | -$5.95K | 0.03% | 220 |
|
|
2013
Q4 | $36K | Sell |
449
-331
| -42% | -$25.7K | 0.03% | 198 |
|
|
2013
Q3 | $58K | Buy |
+780
| New | +$56.3K | 0.06% | 153 |
|
Other funds holding AMT
