Golden State Equity Partners’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 | $248K | Sell |
1,121
-35
| -3% | -$7.74K | 0.05% | 375 |
|
|
2025
Q1 | $252K | Sell |
1,156
-65
| -5% | -$14.1K | 0.05% | 367 |
|
|
2024
Q4 | $224K | Buy |
1,221
+724
| +146% | +$133K | 0.04% | 387 |
|
|
2024
Q3 | $116K | Sell |
497
-1,621
| -77% | -$377K | 0.06% | 262 |
|
|
2024
Q2 | $412K | Buy |
+2,118
| New | +$412K | 0.09% | 258 |
|
|
2023
Q4 | $524K | Buy |
2,429
+331
| +16% | +$71.5K | 0.13% | 181 |
|
|
2023
Q3 | $345K | Sell |
2,098
-1,197
| -36% | -$197K | 0.1% | 226 |
|
|
2023
Q2 | $639K | Buy |
3,295
+1,482
| +82% | +$287K | 0.18% | 138 |
|
|
2023
Q1 | $370K | Buy |
+1,813
| New | +$370K | 0.2% | 126 |
|
|
2022
Q1 | $202K | Buy |
806
+53
| +7% | +$13.3K | 0.1% | 178 |
|
|
2021
Q4 | $220K | Sell |
753
-17
| -2% | -$4.97K | 0.11% | 156 |
|
|
2021
Q3 | $204K | Sell |
770
-3,160
| -80% | -$837K | 0.08% | 215 |
|
|
2021
Q2 | $1.06M | Buy |
+3,930
| New | +$1.06M | 0.41% | 59 |
|