Icon 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
Q2 | $613K | Buy |
2,776
+152
| +6% | +$33.6K | 0.04% | 231 |
|
|
2025
Q1 | $571K | Buy |
2,624
+312
| +13% | +$67.9K | 0.05% | 203 |
|
|
2024
Q4 | $424K | Sell |
2,312
-853
| -27% | -$156K | 0.03% | 236 |
|
|
2024
Q3 | $736K | Buy |
3,165
+332
| +12% | +$77.2K | 0.06% | 170 |
|
|
2024
Q2 | $624K | Buy |
2,833
+1,669
| +143% | +$368K | 0.06% | 182 |
|
|
2024
Q1 | $230K | Buy |
1,164
+273
| +31% | +$53.9K | 0.02% | 322 |
|
|
2023
Q4 | $192K | Buy |
+891
| New | +$192K | 0.02% | 327 |
|
|
2022
Q4 | $1.17M | Sell |
5,510
-6,165
| -53% | -$1.31M | 0.13% | 126 |
|
|
2022
Q3 | $2.51M | Buy |
+11,675
| New | +$2.51M | 0.3% | 81 |
|