IFP Advisors’s American Tower AMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Sell
5,809
-848
-13% -$187K 0.04% 497
2025
Q1
$1.45M Sell
6,657
-1,266
-16% -$276K 0.04% 450
2024
Q4
$1.45M Sell
7,923
-2,464
-24% -$452K 0.05% 430
2024
Q3
$2.42M Buy
10,387
+1,783
+21% +$415K 0.09% 254
2024
Q2
$1.67M Buy
8,604
+77
+0.9% +$15K 0.07% 307
2024
Q1
$1.68M Sell
8,527
-1,972
-19% -$390K 0.07% 289
2023
Q4
$2.27M Sell
10,499
-675
-6% -$146K 0.11% 211
2023
Q3
$1.84M Sell
11,174
-2,111
-16% -$347K 0.08% 255
2023
Q2
$2.58M Sell
13,285
-2,255
-15% -$437K 0.11% 195
2023
Q1
$2.15M Sell
15,540
-7,941
-34% -$1.1M 0.09% 215
2022
Q4
$3.37M Sell
23,481
-2,773
-11% -$398K 0.09% 228
2022
Q3
$3.79M Buy
26,254
+1,681
+7% +$242K 0.1% 216
2022
Q2
$3.55M Hold
24,573
0.11% 204
2022
Q1
$3.55M Buy
24,573
+2,481
+11% +$358K 0.11% 204
2021
Q4
$6.46M Buy
22,092
+780
+4% +$228K 0.13% 95
2021
Q3
$5.67M Buy
21,312
+840
+4% +$223K 0.11% 98
2021
Q2
$5.55M Buy
20,472
+842
+4% +$228K 0.11% 100
2021
Q1
$4.7M Buy
19,630
+3,028
+18% +$725K 0.09% 104
2020
Q4
$3.72M Buy
16,602
+282
+2% +$63.2K 0.15% 110
2020
Q3
$3.93M Buy
16,320
+773
+5% +$186K 0.23% 88
2020
Q2
$3.96M Buy
15,547
+1,513
+11% +$385K 0.31% 68
2020
Q1
$3.1M Buy
14,034
+1,803
+15% +$399K 0.31% 70
2019
Q4
$2.79M Buy
12,231
+3,580
+41% +$817K 0.21% 111
2019
Q3
$1.88M Buy
+8,651
New +$1.88M 0.13% 181
2019
Q1
$174K Sell
888
-8,737
-91% -$1.71M 0.02% 510
2018
Q4
$1.53M Buy
9,625
+45
+0.5% +$7.15K 0.09% 237
2018
Q3
$1.39M Buy
9,580
+614
+7% +$89.2K 0.06% 340
2018
Q2
$1.29M Buy
8,966
+136
+2% +$19.6K 0.05% 346
2018
Q1
$1.26M Hold
8,830
0.06% 334
2017
Q4
$1.26M Sell
8,830
-1,939
-18% -$277K 0.06% 334
2017
Q3
$1.47M Sell
10,769
-1,695
-14% -$232K 0.06% 339
2017
Q2
$1.65M Sell
12,464
-334
-3% -$44.2K 0.07% 303
2017
Q1
$1.56M Sell
12,798
-278
-2% -$33.8K 0.07% 307
2016
Q4
$1.38M Buy
13,076
+200
+2% +$21.1K 0.07% 313
2016
Q3
$1.46M Buy
12,876
+29
+0.2% +$3.29K 0.08% 275
2016
Q2
$1.46M Buy
12,847
+11,959
+1,347% +$1.36M 0.08% 268
2016
Q1
$174K Sell
888
-14,638
-94% -$2.87M 0.02% 510
2015
Q4
$1.51M Buy
+15,526
New +$1.51M 0.1% 216