IFP Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $642K | Sell |
3,721
-1,026
| -22% | -$185K | 0.01% | 865 |
|
|
2025
Q4 | $833K | Sell |
4,747
-242
| -5% | -$44K | 0.02% | 725 |
|
|
2025
Q3 | $959K | Sell |
4,989
-820
| -14% | -$171K | 0.02% | 615 |
|
|
2025
Q2 | $1.28M | Sell |
5,809
-848
| -13% | -$183K | 0.04% | 497 |
|
|
2025
Q1 | $1.45M | Sell |
6,657
-1,266
| -16% | -$248K | 0.04% | 450 |
|
|
2024
Q4 | $1.45M | Sell |
7,923
-2,464
| -24% | -$511K | 0.05% | 430 |
|
|
2024
Q3 | $2.42M | Buy |
10,387
+1,783
| +21% | +$395K | 0.09% | 254 |
|
|
2024
Q2 | $1.67M | Buy |
8,604
+77
| +0.9% | +$14.4K | 0.07% | 307 |
|
|
2024
Q1 | $1.68M | Sell |
8,527
-1,972
| -19% | -$393K | 0.07% | 289 |
|
|
2023
Q4 | $2.27M | Sell |
10,499
-675
| -6% | -$128K | 0.11% | 211 |
|
|
2023
Q3 | $1.84M | Sell |
11,174
-2,111
| -16% | -$386K | 0.08% | 255 |
|
|
2023
Q2 | $2.58M | Sell |
13,285
-2,255
| -15% | -$441K | 0.11% | 195 |
|
|
2023
Q1 | $2.15M | Sell |
15,540
-7,941
| -34% | -$1.67M | 0.09% | 215 |
|
|
2022
Q4 | $3.37M | Sell |
23,481
-2,773
| -11% | -$577K | 0.09% | 228 |
|
|
2022
Q3 | $3.79M | Buy |
26,254
+1,681
| +7% | +$432K | 0.1% | 216 |
|
|
2022
Q2 | $3.55M | Hold |
24,573
| – | – | 0.11% | 204 |
|
|
2022
Q1 | $3.55M | Buy |
24,573
+2,481
| +11% | +$605K | 0.11% | 204 |
|
|
2021
Q4 | $6.46M | Buy |
22,092
+780
| +4% | +$213K | 0.13% | 95 |
|
|
2021
Q3 | $5.67M | Buy |
21,312
+840
| +4% | +$239K | 0.11% | 100 |
|
|
2021
Q2 | $5.54M | Buy |
20,472
+842
| +4% | +$215K | 0.11% | 100 |
|
|
2021
Q1 | $4.7M | Buy |
19,630
+3,028
| +18% | +$674K | 0.09% | 104 |
|
|
2020
Q4 | $3.72M | Buy |
16,602
+282
| +2% | +$65.6K | 0.15% | 110 |
|
|
2020
Q3 | $3.93M | Buy |
16,320
+773
| +5% | +$196K | 0.23% | 88 |
|
|
2020
Q2 | $3.96M | Buy |
15,547
+1,513
| +11% | +$374K | 0.31% | 68 |
|
|
2020
Q1 | $3.1M | Buy |
14,034
+1,803
| +15% | +$420K | 0.31% | 70 |
|
|
2019
Q4 | $2.79M | Buy |
12,231
+3,580
| +41% | +$780K | 0.21% | 111 |
|
|
2019
Q3 | $1.88M | Buy |
+8,651
| New | +$1.89M | 0.13% | 181 |
|
|
2019
Q1 | $174K | Sell |
888
-8,737
| -91% | -$1.53M | 0.02% | 510 |
|
|
2018
Q4 | $1.53M | Buy |
9,625
+45
| +0.5% | +$7.04K | 0.09% | 237 |
|
|
2018
Q3 | $1.39M | Buy |
9,580
+614
| +7% | +$90K | 0.06% | 340 |
|
|
2018
Q2 | $1.29M | Buy |
8,966
+136
| +2% | +$18.9K | 0.05% | 347 |
|
|
2018
Q1 | $1.26M | Hold |
8,830
| – | – | 0.06% | 334 |
|
|
2017
Q4 | $1.26M | Sell |
8,830
-1,939
| -18% | -$277K | 0.06% | 335 |
|
|
2017
Q3 | $1.47M | Sell |
10,769
-1,695
| -14% | -$236K | 0.06% | 340 |
|
|
2017
Q2 | $1.65M | Sell |
12,464
-334
| -3% | -$42.8K | 0.07% | 303 |
|
|
2017
Q1 | $1.55M | Sell |
12,798
-278
| -2% | -$30.6K | 0.07% | 307 |
|
|
2016
Q4 | $1.38M | Buy |
13,076
+200
| +2% | +$21.7K | 0.07% | 314 |
|
|
2016
Q3 | $1.46M | Buy |
12,876
+29
| +0.2% | +$3.31K | 0.08% | 277 |
|
|
2016
Q2 | $1.46M | Buy |
12,847
+11,959
| +1,347% | +$1.27M | 0.08% | 268 |
|
|
2016
Q1 | $174K | Sell |
888
-14,638
| -94% | -$1.37M | 0.02% | 510 |
|
|
2015
Q4 | $1.5M | Buy |
+15,526
| New | +$1.51M | 0.1% | 216 |
|
Other funds holding AMT
VCM
VPM
