Geneos Wealth Management’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 | $540K | Sell |
2,444
-8,436
| -78% | -$1.86M | 0.01% | 685 |
|
|
2025
Q1 | $2.37M | Buy |
10,880
+6,440
| +145% | +$1.4M | 0.03% | 448 |
|
|
2024
Q4 | $814K | Buy |
4,440
+195
| +5% | +$35.8K | 0.03% | 467 |
|
|
2024
Q3 | $987K | Buy |
4,245
+3,083
| +265% | +$717K | 0.04% | 410 |
|
|
2024
Q2 | $226K | Sell |
1,162
-24,006
| -95% | -$4.67M | 0.01% | 676 |
|
|
2024
Q1 | $4.97M | Sell |
25,168
-4,108
| -14% | -$812K | 0.23% | 112 |
|
|
2023
Q4 | $6.32M | Sell |
29,276
-5,700
| -16% | -$1.23M | 0.31% | 70 |
|
|
2023
Q3 | $5.75M | Buy |
34,976
+33,923
| +3,222% | +$5.58M | 0.3% | 82 |
|
|
2023
Q2 | $204K | Buy |
1,053
+10
| +1% | +$1.94K | 0.01% | 681 |
|
|
2023
Q1 | $213K | Sell |
1,043
-62
| -6% | -$12.7K | 0.01% | 641 |
|
|
2022
Q4 | $234K | Buy |
1,105
+120
| +12% | +$25.4K | 0.01% | 593 |
|
|
2022
Q3 | $211K | Sell |
985
-2,082
| -68% | -$446K | 0.01% | 584 |
|
|
2022
Q2 | $792K | Sell |
3,067
-517
| -14% | -$134K | 0.04% | 383 |
|
|
2022
Q1 | $900K | Buy |
3,584
+20
| +0.6% | +$5.02K | 0.04% | 382 |
|
|
2021
Q4 | $1.04M | Sell |
3,564
-107
| -3% | -$31.3K | 0.04% | 383 |
|
|
2021
Q3 | $978K | Buy |
3,671
+36
| +1% | +$9.59K | 0.04% | 389 |
|
|
2021
Q2 | $992K | Sell |
3,635
-931
| -20% | -$254K | 0.04% | 367 |
|
|
2021
Q1 | $1.16M | Buy |
4,566
+53
| +1% | +$13.5K | 0.03% | 387 |
|
|
2020
Q4 | $879K | Buy |
4,513
+1,533
| +51% | +$299K | 0.04% | 382 |
|
|
2020
Q3 | $714K | Buy |
2,980
+59
| +2% | +$14.1K | 0.04% | 354 |
|
|
2020
Q2 | $720K | Sell |
2,921
-410
| -12% | -$101K | 0.04% | 341 |
|
|
2020
Q1 | $727K | Sell |
3,331
-845
| -20% | -$184K | 0.05% | 306 |
|
|
2019
Q4 | $956K | Buy |
4,176
+166
| +4% | +$38K | 0.05% | 307 |
|
|
2019
Q3 | $878K | Buy |
4,010
+59
| +1% | +$12.9K | 0.05% | 297 |
|
|
2019
Q2 | $807K | Sell |
3,951
-75
| -2% | -$15.3K | 0.05% | 316 |
|
|
2019
Q1 | $793K | Buy |
4,026
+71
| +2% | +$14K | 0.05% | 311 |
|
|
2018
Q4 | $628K | Sell |
3,955
-335
| -8% | -$53.2K | 0.05% | 328 |
|
|
2018
Q3 | $623K | Buy |
4,290
+619
| +17% | +$89.9K | 0.04% | 339 |
|
|
2018
Q2 | $529K | Sell |
3,671
-641
| -15% | -$92.4K | 0.04% | 320 |
|
|
2018
Q1 | $626K | Sell |
4,312
-307
| -7% | -$44.6K | 0.05% | 270 |
|
|
2017
Q4 | $659K | Sell |
4,619
-7
| -0.2% | -$999 | 0.06% | 273 |
|
|
2017
Q3 | $632K | Buy |
4,626
+8
| +0.2% | +$1.09K | 0.06% | 262 |
|
|
2017
Q2 | $611K | Buy |
4,618
+63
| +1% | +$8.34K | 0.06% | 257 |
|
|
2017
Q1 | $553K | Sell |
4,555
-16
| -0.4% | -$1.94K | 0.06% | 254 |
|
|
2016
Q4 | $483K | Buy |
4,571
+508
| +13% | +$53.7K | 0.06% | 251 |
|
|
2016
Q3 | $460K | Buy |
4,063
+246
| +6% | +$27.9K | 0.06% | 259 |
|
|
2016
Q2 | $433K | Buy |
3,817
+8
| +0.2% | +$908 | 0.06% | 269 |
|
|
2016
Q1 | $398K | Buy |
+3,809
| New | +$398K | 0.06% | 276 |
|