Foundations Investment Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
3,241
+433
| +15% | +$95.7K | 0.01% | 501 |
|
|
2025
Q1 | $611K | Sell |
2,808
-486
| -15% | -$106K | 0.01% | 522 |
|
|
2024
Q4 | $604K | Sell |
3,294
-442
| -12% | -$81.1K | 0.01% | 508 |
|
|
2024
Q3 | $869K | Sell |
3,736
-17
| -0.5% | -$3.95K | 0.02% | 388 |
|
|
2024
Q2 | $730K | Buy |
3,753
+595
| +19% | +$116K | 0.02% | 414 |
|
|
2024
Q1 | $624K | Buy |
3,158
+292
| +10% | +$57.7K | 0.02% | 421 |
|
|
2023
Q4 | $569K | Sell |
2,866
-168
| -6% | -$33.3K | 0.02% | 410 |
|
|
2023
Q3 | $499K | Buy |
3,034
+293
| +11% | +$48.2K | 0.02% | 381 |
|
|
2023
Q2 | $532K | Sell |
2,741
-132
| -5% | -$25.6K | 0.02% | 353 |
|
|
2023
Q1 | $587K | Sell |
2,873
-820
| -22% | -$168K | 0.02% | 303 |
|
|
2022
Q4 | $782K | Buy |
3,693
+1,309
| +55% | +$277K | 0.03% | 225 |
|
|
2022
Q3 | $512K | Sell |
2,384
-191
| -7% | -$41K | 0.02% | 246 |
|
|
2022
Q2 | $665K | Sell |
2,575
-182
| -7% | -$47K | 0.03% | 188 |
|
|
2022
Q1 | $705K | Sell |
2,757
-66
| -2% | -$16.9K | 0.03% | 156 |
|
|
2021
Q4 | $732K | Buy |
2,823
+608
| +27% | +$158K | 0.03% | 156 |
|
|
2021
Q3 | $586K | Buy |
2,215
+464
| +26% | +$123K | 0.03% | 158 |
|
|
2021
Q2 | $488K | Buy |
+1,751
| New | +$488K | 0.02% | 169 |
|