HBK Sorce 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 | $345K | Buy |
1,561
+84
| +6% | +$18.6K | 0.01% | 423 |
|
|
2025
Q1 | $321K | Sell |
1,477
-306
| -17% | -$66.6K | 0.01% | 432 |
|
|
2024
Q4 | $327K | Buy |
1,783
+347
| +24% | +$63.6K | 0.01% | 429 |
|
|
2024
Q3 | $334K | Sell |
1,436
-98
| -6% | -$22.8K | 0.01% | 425 |
|
|
2024
Q2 | $298K | Buy |
1,534
+116
| +8% | +$22.5K | 0.01% | 440 |
|
|
2024
Q1 | $280K | Buy |
1,418
+34
| +2% | +$6.72K | 0.01% | 469 |
|
|
2023
Q4 | $299K | Sell |
1,384
-46
| -3% | -$9.93K | 0.01% | 421 |
|
|
2023
Q3 | $235K | Buy |
1,430
+295
| +26% | +$48.5K | 0.01% | 473 |
|
|
2023
Q2 | $220K | Sell |
1,135
-70
| -6% | -$13.6K | 0.01% | 516 |
|
|
2023
Q1 | $246K | Buy |
+1,205
| New | +$246K | 0.01% | 479 |
|