Heritage Wealth Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-34
| Closed | -$6.24K | – | 582 |
|
|
2024
Q4 | $6.24K | Sell |
34
-1
| -3% | -$183 | ﹤0.01% | 474 |
|
|
2024
Q3 | $8.14K | Buy |
+35
| New | +$8.14K | ﹤0.01% | 450 |
|
|
2023
Q4 | – | Sell |
-94
| Closed | -$15.5K | – | 564 |
|
|
2023
Q3 | $15.5K | Sell |
94
-116
| -55% | -$19.1K | ﹤0.01% | 396 |
|
|
2023
Q2 | $40.7K | Hold |
210
| – | – | ﹤0.01% | 340 |
|
|
2023
Q1 | $42.9K | Sell |
210
-94
| -31% | -$19.2K | ﹤0.01% | 336 |
|
|
2022
Q4 | $64.4K | Hold |
304
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $65.3K | Hold |
304
| – | – | ﹤0.01% | 279 |
|
|
2022
Q2 | $78K | Hold |
304
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $76K | Hold |
304
| – | – | ﹤0.01% | 275 |
|
|
2021
Q4 | $89K | Hold |
304
| – | – | ﹤0.01% | 275 |
|
|
2021
Q3 | $80.7K | Hold |
304
| – | – | ﹤0.01% | 272 |
|
|
2021
Q2 | $82.1K | Hold |
304
| – | – | 0.01% | 271 |
|
|
2021
Q1 | $72.7K | Sell |
304
-44
| -13% | -$10.5K | ﹤0.01% | 294 |
|
|
2020
Q4 | $78K | Hold |
348
| – | – | ﹤0.01% | 281 |
|
|
2020
Q3 | $84.1K | Hold |
348
| – | – | 0.01% | 226 |
|
|
2020
Q2 | $90K | Hold |
348
| – | – | 0.01% | 209 |
|
|
2020
Q1 | $75.8K | Buy |
348
+25
| +8% | +$5.44K | 0.01% | 215 |
|
|
2019
Q4 | $74.2K | Buy |
323
+207
| +178% | +$47.6K | 0.01% | 267 |
|
|
2019
Q3 | $25K | Sell |
116
-90
| -44% | -$19.4K | ﹤0.01% | 330 |
|
|
2019
Q2 | $42.1K | Hold |
206
| – | – | 0.01% | 272 |
|
|
2019
Q1 | $40.6K | Hold |
206
| – | – | 0.01% | 247 |
|
|
2018
Q4 | $32K | Hold |
206
| – | – | 0.01% | 227 |
|
|
2018
Q3 | $29K | Buy |
+206
| New | +$29K | 0.01% | 238 |
|