Fragasso Financial 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 | $912K | Sell |
4,126
-1,716
| -29% | -$379K | 0.06% | 146 |
|
|
2025
Q1 | $1.27M | Sell |
5,842
-14,673
| -72% | -$3.19M | 0.09% | 106 |
|
|
2024
Q4 | $3.76M | Sell |
20,515
-1,917
| -9% | -$352K | 0.29% | 48 |
|
|
2024
Q3 | $5.22M | Sell |
22,432
-1,187
| -5% | -$276K | 0.4% | 39 |
|
|
2024
Q2 | $4.59M | Buy |
23,619
+304
| +1% | +$59.1K | 0.38% | 41 |
|
|
2024
Q1 | $4.61M | Sell |
23,315
-173
| -0.7% | -$34.2K | 0.39% | 48 |
|
|
2023
Q4 | $5.07M | Sell |
23,488
-426
| -2% | -$92K | 0.46% | 36 |
|
|
2023
Q3 | $3.93M | Sell |
23,914
-166
| -0.7% | -$27.3K | 0.41% | 39 |
|
|
2023
Q2 | $4.67M | Sell |
24,080
-2,157
| -8% | -$418K | 0.5% | 34 |
|
|
2023
Q1 | $5.36M | Buy |
26,237
+721
| +3% | +$147K | 0.61% | 37 |
|
|
2022
Q4 | $5.41M | Buy |
25,516
+2,165
| +9% | +$459K | 0.63% | 36 |
|
|
2022
Q3 | $5.01M | Buy |
23,351
+564
| +2% | +$121K | 0.71% | 31 |
|
|
2022
Q2 | $5.82M | Buy |
22,787
+739
| +3% | +$189K | 0.79% | 25 |
|
|
2022
Q1 | $5.54M | Buy |
22,048
+36
| +0.2% | +$9.04K | 0.65% | 35 |
|
|
2021
Q4 | $6.44M | Sell |
22,012
-139
| -0.6% | -$40.7K | 0.76% | 25 |
|
|
2021
Q3 | $5.88M | Buy |
22,151
+497
| +2% | +$132K | 0.78% | 29 |
|
|
2021
Q2 | $5.85M | Buy |
21,654
+899
| +4% | +$243K | 0.78% | 27 |
|
|
2021
Q1 | $4.96M | Buy |
20,755
+2,219
| +12% | +$531K | 0.7% | 34 |
|
|
2020
Q4 | $4.16M | Buy |
18,536
+759
| +4% | +$170K | 0.62% | 43 |
|
|
2020
Q3 | $4.3M | Buy |
17,777
+336
| +2% | +$81.2K | 0.72% | 30 |
|
|
2020
Q2 | $4.49M | Sell |
17,441
-516
| -3% | -$133K | 0.76% | 27 |
|
|
2020
Q1 | $3.91M | Buy |
17,957
+72
| +0.4% | +$15.7K | 0.89% | 21 |
|
|
2019
Q4 | $4.11M | Buy |
17,885
+825
| +5% | +$190K | 0.69% | 28 |
|
|
2019
Q3 | $3.77M | Buy |
17,060
+555
| +3% | +$123K | 0.7% | 34 |
|
|
2019
Q2 | $3.37M | Buy |
16,505
+701
| +4% | +$143K | 0.67% | 39 |
|
|
2019
Q1 | $3.11M | Buy |
15,804
+2,228
| +16% | +$439K | 0.66% | 32 |
|
|
2018
Q4 | $2.15M | Buy |
13,576
+267
| +2% | +$42.2K | 0.48% | 42 |
|
|
2018
Q3 | $2.14M | Buy |
13,309
+2,865
| +27% | +$461K | 0.52% | 37 |
|
|
2018
Q2 | $1.51M | Sell |
10,444
-610
| -6% | -$88K | 0.39% | 38 |
|
|
2018
Q1 | $1.61M | Buy |
11,054
+257
| +2% | +$37.4K | 0.4% | 35 |
|
|
2017
Q4 | $1.54M | Buy |
10,797
+898
| +9% | +$128K | 0.37% | 40 |
|
|
2017
Q3 | $1.35M | Sell |
9,899
-3,946
| -29% | -$539K | 0.41% | 33 |
|
|
2017
Q2 | $1.83M | Buy |
13,845
+249
| +2% | +$32.9K | 0.56% | 22 |
|
|
2017
Q1 | $1.65M | Buy |
13,596
+312
| +2% | +$37.9K | 0.52% | 25 |
|
|
2016
Q4 | $1.4M | Buy |
13,284
+1,859
| +16% | +$196K | 0.47% | 33 |
|
|
2016
Q3 | $1.29M | Buy |
11,425
+1,008
| +10% | +$114K | 0.46% | 26 |
|
|
2016
Q2 | $1.18M | Buy |
10,417
+239
| +2% | +$27.1K | 0.44% | 32 |
|
|
2016
Q1 | $1.04M | Buy |
10,178
+146
| +1% | +$14.9K | 0.41% | 34 |
|
|
2015
Q4 | $972K | Sell |
10,032
-8
| -0.1% | -$775 | 0.37% | 38 |
|
|
2015
Q3 | $883K | Buy |
+10,040
| New | +$883K | 0.35% | 40 |
|
|
2014
Q4 | – | Sell |
-8,407
| Closed | -$787K | – | 49 |
|
|
2014
Q3 | $787K | Buy |
8,407
+85
| +1% | +$7.96K | 0.61% | 38 |
|
|
2014
Q2 | $749K | Buy |
8,322
+185
| +2% | +$16.7K | 0.66% | 39 |
|
|
2014
Q1 | $666K | Hold |
8,137
| – | – | 0.69% | 38 |
|
|
2013
Q4 | $649K | Buy |
+8,137
| New | +$649K | 0.58% | 41 |
|