Herold 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
Q2 | $1.53M | Buy |
6,919
+79
| +1% | +$17.5K | 0.32% | 86 |
|
|
2025
Q1 | $1.49M | Sell |
6,840
-69
| -1% | -$15K | 0.33% | 90 |
|
|
2024
Q4 | $1.27M | Buy |
6,909
+35
| +0.5% | +$6.42K | 0.28% | 98 |
|
|
2024
Q3 | $1.6M | Buy |
6,874
+125
| +2% | +$29.1K | 0.35% | 79 |
|
|
2024
Q2 | $1.31M | Sell |
6,749
-10
| -0.1% | -$1.94K | 0.3% | 89 |
|
|
2024
Q1 | $1.34M | Buy |
6,759
+47
| +0.7% | +$9.29K | 0.32% | 88 |
|
|
2023
Q4 | $1.45M | Hold |
6,712
| – | – | 0.4% | 72 |
|
|
2023
Q3 | $1.1M | Buy |
6,712
+132
| +2% | +$21.7K | 0.34% | 83 |
|
|
2023
Q2 | $1.28M | Sell |
6,580
-830
| -11% | -$161K | 0.39% | 78 |
|
|
2023
Q1 | $1.51M | Hold |
7,410
| – | – | 0.52% | 60 |
|
|
2022
Q4 | $1.57M | Sell |
7,410
-3,190
| -30% | -$676K | 0.66% | 48 |
|
|
2022
Q3 | $2.28M | Hold |
10,600
| – | – | 1.09% | 22 |
|
|
2022
Q2 | $2.71M | Hold |
10,600
| – | – | 1.21% | 18 |
|
|
2022
Q1 | $2.66M | Hold |
10,600
| – | – | 0.95% | 24 |
|
|
2021
Q4 | $3.1M | Hold |
10,600
| – | – | 1.2% | 13 |
|
|
2021
Q3 | $2.81M | Buy |
+10,600
| New | +$2.81M | 1.09% | 12 |
|