Heritage Wealth Management (Arizona)’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,764
| Closed | -$1.14M | – | 169 |
|
|
2024
Q1 | $1.14M | Sell |
5,764
-155
| -3% | -$30.6K | 0.58% | 40 |
|
|
2023
Q4 | $1.28M | Buy |
+5,919
| New | +$1.28M | 0.69% | 36 |
|
|
2022
Q4 | $4.43M | Buy |
20,920
+11,143
| +114% | +$2.36M | 0.63% | 33 |
|
|
2022
Q3 | $2.1M | Buy |
9,777
+155
| +2% | +$33.3K | 0.67% | 28 |
|
|
2022
Q2 | $2.46M | Buy |
9,622
+68
| +0.7% | +$17.4K | 0.82% | 18 |
|
|
2022
Q1 | $2.4M | Buy |
+9,554
| New | +$2.4M | 0.65% | 29 |
|
|
2021
Q3 | $1.88M | Buy |
7,066
+770
| +12% | +$204K | 0.67% | 28 |
|
|
2021
Q2 | $1.7M | Buy |
6,296
+286
| +5% | +$77.3K | 0.64% | 26 |
|
|
2021
Q1 | $1.44M | Buy |
+6,010
| New | +$1.44M | 0.81% | 27 |
|