HB 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 | $8.61M | Buy |
38,975
+1,403
| +4% | +$310K | 0.07% | 152 |
|
|
2025
Q1 | $8.18M | Buy |
37,572
+4,963
| +15% | +$1.08M | 0.07% | 161 |
|
|
2024
Q4 | $5.98M | Buy |
32,609
+1,304
| +4% | +$239K | 0.06% | 144 |
|
|
2024
Q3 | $7.28M | Sell |
31,305
-977
| -3% | -$227K | 0.08% | 125 |
|
|
2024
Q2 | $6.28M | Buy |
32,282
+1,804
| +6% | +$351K | 0.07% | 130 |
|
|
2024
Q1 | $6.02M | Buy |
30,478
+433
| +1% | +$85.6K | 0.08% | 132 |
|
|
2023
Q4 | $6.49M | Buy |
30,045
+2,035
| +7% | +$439K | 0.09% | 116 |
|
|
2023
Q3 | $4.61M | Buy |
28,010
+1,860
| +7% | +$306K | 0.07% | 131 |
|
|
2023
Q2 | $5.07M | Buy |
26,150
+5,419
| +26% | +$1.05M | 0.08% | 122 |
|
|
2023
Q1 | $4.24M | Buy |
20,731
+695
| +3% | +$142K | 0.07% | 136 |
|
|
2022
Q4 | $4.24M | Sell |
20,036
-3,305
| -14% | -$700K | 0.08% | 126 |
|
|
2022
Q3 | $5.01M | Buy |
23,341
+2,112
| +10% | +$453K | 0.11% | 95 |
|
|
2022
Q2 | $5.43M | Buy |
21,229
+1,727
| +9% | +$441K | 0.11% | 90 |
|
|
2022
Q1 | $4.9M | Buy |
19,502
+4,354
| +29% | +$1.09M | 0.09% | 110 |
|
|
2021
Q4 | $4.43M | Buy |
+15,148
| New | +$4.43M | 0.09% | 92 |
|