GoalVest Advisory’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 | $39.8K | Sell |
180
-3
| -2% | -$663 | 0.01% | 224 |
|
|
2025
Q1 | $39.8K | Buy |
183
+3
| +2% | +$653 | 0.01% | 199 |
|
|
2024
Q4 | $33K | Hold |
180
| – | – | 0.01% | 210 |
|
|
2024
Q3 | $41.9K | Hold |
180
| – | – | 0.01% | 204 |
|
|
2024
Q2 | $35K | Sell |
180
-10
| -5% | -$1.94K | 0.01% | 195 |
|
|
2024
Q1 | $37.5K | Sell |
190
-20
| -10% | -$3.95K | 0.01% | 214 |
|
|
2023
Q4 | $45.3K | Sell |
210
-407
| -66% | -$87.9K | 0.02% | 143 |
|
|
2023
Q3 | $101K | Buy |
617
+105
| +21% | +$17.3K | 0.05% | 103 |
|
|
2023
Q2 | $99.3K | Buy |
512
+332
| +184% | +$64.4K | 0.05% | 97 |
|
|
2023
Q1 | $36.8K | Hold |
180
| – | – | 0.02% | 127 |
|
|
2022
Q4 | $38.1K | Hold |
180
| – | – | 0.02% | 121 |
|
|
2022
Q3 | $39K | Hold |
180
| – | – | 0.03% | 123 |
|
|
2022
Q2 | $46K | Sell |
180
-1,455
| -89% | -$372K | 0.03% | 169 |
|
|
2022
Q1 | $411K | Buy |
+1,635
| New | +$411K | 0.23% | 94 |
|
|
2021
Q2 | $387K | Buy |
1,431
+1,251
| +695% | +$338K | 0.24% | 95 |
|
|
2021
Q1 | $43K | Hold |
180
| – | – | 0.03% | 126 |
|
|
2020
Q4 | $40K | Buy |
+180
| New | +$40K | 0.03% | 128 |
|