HeadInvest LLC’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 | – | Sell |
-2,225
| Closed | -$484K | – | 208 |
|
|
2025
Q1 | $484K | Hold |
2,225
| – | – | 0.09% | 147 |
|
|
2024
Q4 | $408K | Hold |
2,225
| – | – | 0.08% | 168 |
|
|
2024
Q3 | $517K | Sell |
2,225
-85
| -4% | -$19.8K | 0.1% | 145 |
|
|
2024
Q2 | $449K | Sell |
2,310
-50
| -2% | -$9.72K | 0.09% | 151 |
|
|
2024
Q1 | $466K | Hold |
2,360
| – | – | 0.09% | 154 |
|
|
2023
Q4 | $509K | Hold |
2,360
| – | – | 0.11% | 137 |
|
|
2023
Q3 | $382K | Sell |
2,360
-21
| -0.9% | -$3.4K | 0.08% | 160 |
|
|
2023
Q2 | $446K | Sell |
2,381
-55
| -2% | -$10.3K | 0.1% | 149 |
|
|
2023
Q1 | $498K | Sell |
2,436
-251
| -9% | -$51.3K | 0.11% | 137 |
|
|
2022
Q4 | $569K | Sell |
2,687
-162
| -6% | -$34.3K | 0.13% | 119 |
|
|
2022
Q3 | $612K | Hold |
2,849
| – | – | 0.15% | 109 |
|
|
2022
Q2 | $728K | Hold |
2,849
| – | – | 0.16% | 103 |
|
|
2022
Q1 | $716K | Sell |
2,849
-163
| -5% | -$41K | 0.14% | 114 |
|
|
2021
Q4 | $881K | Buy |
3,012
+9
| +0.3% | +$2.63K | 0.16% | 97 |
|
|
2021
Q3 | $797K | Buy |
3,003
+208
| +7% | +$55.2K | 0.15% | 101 |
|
|
2021
Q2 | $755K | Sell |
2,795
-195
| -7% | -$52.7K | 0.14% | 110 |
|
|
2021
Q1 | $714K | Buy |
2,990
+23
| +0.8% | +$5.49K | 0.15% | 108 |
|
|
2020
Q4 | $666K | Buy |
2,967
+604
| +26% | +$136K | 0.14% | 109 |
|
|
2020
Q3 | $571K | Sell |
2,363
-12
| -0.5% | -$2.9K | 0.17% | 98 |
|
|
2020
Q2 | $614K | Buy |
2,375
+15
| +0.6% | +$3.88K | 0.19% | 90 |
|
|
2020
Q1 | $514K | Sell |
2,360
-247
| -9% | -$53.8K | 0.19% | 89 |
|
|
2019
Q4 | $599K | Buy |
2,607
+50
| +2% | +$11.5K | 0.17% | 95 |
|
|
2019
Q3 | $565K | Sell |
2,557
-232
| -8% | -$51.3K | 0.17% | 92 |
|
|
2019
Q2 | $570K | Buy |
2,789
+275
| +11% | +$56.2K | 0.16% | 91 |
|
|
2019
Q1 | $495K | Sell |
2,514
-2,144
| -46% | -$422K | 0.14% | 107 |
|
|
2018
Q4 | $737K | Buy |
+4,658
| New | +$737K | 0.12% | 121 |
|