Heartwood Wealth Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $333K | Hold |
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|
2025
Q2 | $383K | Hold |
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|
2025
Q1 | $377K | Sell |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Buy |
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