Great Valley Advisor Group’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 | $7.44M | Sell |
33,662
-5,778
| -15% | -$1.28M | 0.16% | 133 |
|
|
2025
Q1 | $8.58M | Sell |
39,440
-1,535
| -4% | -$334K | 0.18% | 125 |
|
|
2024
Q4 | $7.52M | Buy |
40,975
+3,131
| +8% | +$574K | 0.17% | 133 |
|
|
2024
Q3 | $8.8M | Sell |
37,844
-1,631
| -4% | -$379K | 0.22% | 113 |
|
|
2024
Q2 | $7.67M | Buy |
39,475
+4,506
| +13% | +$876K | 0.21% | 114 |
|
|
2024
Q1 | $6.91M | Buy |
34,969
+6,625
| +23% | +$1.31M | 0.21% | 117 |
|
|
2023
Q4 | $6.12M | Buy |
28,344
+940
| +3% | +$203K | 0.21% | 119 |
|
|
2023
Q3 | $4.51M | Buy |
27,404
+18,995
| +226% | +$3.12M | 0.19% | 134 |
|
|
2023
Q2 | $1.63M | Buy |
8,409
+2,832
| +51% | +$549K | 0.07% | 244 |
|
|
2023
Q1 | $1.14M | Sell |
5,577
-187
| -3% | -$38.2K | 0.05% | 286 |
|
|
2022
Q4 | $1.22M | Sell |
5,764
-257
| -4% | -$54.4K | 0.06% | 292 |
|
|
2022
Q3 | $1.29M | Buy |
6,021
+10
| +0.2% | +$2.15K | 0.07% | 264 |
|
|
2022
Q2 | $1.54M | Buy |
6,011
+102
| +2% | +$26.1K | 0.08% | 233 |
|
|
2022
Q1 | $1.53M | Sell |
5,909
-67
| -1% | -$17.3K | 0.09% | 225 |
|
|
2021
Q4 | $1.72M | Sell |
5,976
-241
| -4% | -$69.2K | 0.11% | 203 |
|
|
2021
Q3 | $1.65M | Sell |
6,217
-33
| -0.5% | -$8.76K | 0.11% | 196 |
|
|
2021
Q2 | $1.65M | Sell |
6,250
-18
| -0.3% | -$4.74K | 0.12% | 184 |
|
|
2021
Q1 | $1.5M | Buy |
6,268
+87
| +1% | +$20.8K | 0.14% | 154 |
|
|
2020
Q4 | $1.39M | Buy |
6,181
+56
| +0.9% | +$12.6K | 0.14% | 156 |
|
|
2020
Q3 | $1.48M | Buy |
6,125
+68
| +1% | +$16.4K | 0.18% | 123 |
|
|
2020
Q2 | $1.57M | Buy |
6,057
+1,409
| +30% | +$365K | 0.26% | 107 |
|
|
2020
Q1 | $1.01M | Buy |
4,648
+115
| +3% | +$25K | 0.27% | 115 |
|
|
2019
Q4 | $1.04M | Buy |
4,533
+274
| +6% | +$62.9K | 0.23% | 131 |
|
|
2019
Q3 | $942K | Hold |
4,259
| – | – | 0.23% | 131 |
|
|
2019
Q2 | $871K | Buy |
4,259
+101
| +2% | +$20.7K | 0.22% | 137 |
|
|
2019
Q1 | $819K | Sell |
4,158
-250
| -6% | -$49.2K | 0.26% | 113 |
|
|
2018
Q4 | $697K | Buy |
+4,408
| New | +$697K | 0.26% | 95 |
|