Gries Financial’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,162
| Closed | -$230K | – | 247 |
|
|
2024
Q1 | $230K | Buy |
+1,162
| New | +$230K | 0.04% | 245 |
|
|
2023
Q3 | – | Sell |
-14,064
| Closed | -$2.73M | – | 180 |
|
|
2023
Q2 | $2.73M | Buy |
14,064
+333
| +2% | +$64.6K | 0.75% | 27 |
|
|
2023
Q1 | $2.81M | Buy |
13,731
+2,466
| +22% | +$504K | 0.83% | 24 |
|
|
2022
Q4 | $2.39M | Buy |
11,265
+2,890
| +35% | +$612K | 0.79% | 44 |
|
|
2022
Q3 | $1.8M | Sell |
8,375
-2,980
| -26% | -$640K | 0.76% | 33 |
|
|
2022
Q2 | $2.9M | Buy |
11,355
+320
| +3% | +$81.8K | 1.38% | 13 |
|
|
2022
Q1 | $2.77M | Buy |
11,035
+9,927
| +896% | +$2.49M | 1.02% | 19 |
|
|
2021
Q4 | $324K | Buy |
1,108
+36
| +3% | +$10.5K | 0.13% | 132 |
|
|
2021
Q3 | $285K | Sell |
1,072
-13
| -1% | -$3.46K | 0.09% | 136 |
|
|
2021
Q2 | $309K | Sell |
1,085
-28
| -3% | -$7.97K | 0.1% | 133 |
|
|
2021
Q1 | $272K | Buy |
+1,113
| New | +$272K | 0.09% | 145 |
|