Hennion & Walsh Asset Management’s American Tower AMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
1,765
-1,121
-39% -$248K 0.02% 749
2025
Q1
$628K Sell
2,886
-184
-6% -$40K 0.03% 580
2024
Q4
$563K Buy
3,070
+305
+11% +$55.9K 0.03% 593
2024
Q3
$643K Sell
2,765
-2,539
-48% -$590K 0.03% 560
2024
Q2
$1.03M Sell
5,304
-2,088
-28% -$406K 0.05% 414
2024
Q1
$1.46M Sell
7,392
-4,143
-36% -$819K 0.08% 329
2023
Q4
$2.49M Sell
11,535
-1,978
-15% -$427K 0.14% 212
2023
Q3
$2.22M Sell
13,513
-6,719
-33% -$1.1M 0.14% 196
2023
Q2
$3.92M Sell
20,232
-6,209
-23% -$1.2M 0.23% 106
2023
Q1
$5.4M Sell
26,441
-1,401
-5% -$286K 0.33% 68
2022
Q4
$5.9M Sell
27,842
-1,088
-4% -$231K 0.36% 67
2022
Q3
$6.21M Buy
28,930
+4,343
+18% +$932K 0.41% 54
2022
Q2
$6.28M Buy
24,587
+1,522
+7% +$389K 0.39% 61
2022
Q1
$5.79M Buy
23,065
+5,887
+34% +$1.48M 0.31% 80
2021
Q4
$5.03M Buy
17,178
+3,836
+29% +$1.12M 0.25% 108
2021
Q3
$3.54M Buy
13,342
+5,126
+62% +$1.36M 0.19% 155
2021
Q2
$2.22M Sell
8,216
-692
-8% -$187K 0.12% 229
2021
Q1
$2.13M Buy
+8,908
New +$2.13M 0.13% 218