IAS
IMA Advisory Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Buy |
93
+3
| +3% | +$668 | ﹤0.01% | 283 |
|
|
2025
Q1 | $19.6K | Buy |
+90
| New | +$19.6K | ﹤0.01% | 282 |
|
|
2024
Q4 | – | Sell |
-238
| Closed | -$55.3K | – | 172 |
|
|
2024
Q3 | $55.3K | Buy |
+238
| New | +$55.3K | 0.01% | 177 |
|
|
2022
Q3 | – | Sell |
-664
| Closed | -$170K | – | 324 |
|
|
2022
Q2 | $170K | Sell |
664
-9,623
| -94% | -$2.46M | 0.04% | 146 |
|
|
2022
Q1 | $2.58M | Buy |
10,287
+612
| +6% | +$154K | 0.59% | 60 |
|
|
2021
Q4 | $2.83M | Sell |
9,675
-121
| -1% | -$35.4K | 0.62% | 51 |
|
|
2021
Q3 | $2.6M | Sell |
9,796
-29
| -0.3% | -$7.7K | 0.61% | 56 |
|
|
2021
Q2 | $2.65M | Sell |
9,825
-567
| -5% | -$153K | 0.62% | 60 |
|
|
2021
Q1 | $2.48M | Buy |
10,392
+489
| +5% | +$117K | 0.61% | 64 |
|
|
2020
Q4 | $2.22M | Sell |
9,903
-21
| -0.2% | -$4.71K | 0.62% | 59 |
|
|
2020
Q3 | $2.4M | Sell |
9,924
-4,209
| -30% | -$1.02M | 0.8% | 41 |
|
|
2020
Q2 | $3.65M | Sell |
14,133
-316
| -2% | -$81.7K | 1.32% | 20 |
|
|
2020
Q1 | $3.15M | Sell |
14,449
-362
| -2% | -$78.8K | 1.38% | 20 |
|
|
2019
Q4 | $3.4M | Sell |
14,811
-917
| -6% | -$211K | 1.26% | 25 |
|
|
2019
Q3 | $3.48M | Buy |
15,728
+501
| +3% | +$111K | 1.31% | 22 |
|
|
2019
Q2 | $3.11M | Buy |
15,227
+783
| +5% | +$160K | 1.16% | 30 |
|
|
2019
Q1 | $2.85M | Buy |
14,444
+13,734
| +1,934% | +$2.71M | 1.1% | 33 |
|
|
2018
Q4 | $112K | Buy |
+710
| New | +$112K | 0.05% | 126 |
|
|
2018
Q3 | – | Sell |
-495
| Closed | -$71K | – | 349 |
|
|
2018
Q2 | $71K | Buy |
+495
| New | +$71K | 0.03% | 150 |
|
|
2018
Q1 | – | Sell |
-18,923
| Closed | -$2.7M | – | 111 |
|
|
2017
Q4 | $2.7M | Buy |
18,923
+1,612
| +9% | +$230K | 1.21% | 25 |
|
|
2017
Q3 | $2.37M | Buy |
17,311
+112
| +0.7% | +$15.3K | 1.1% | 29 |
|
|
2017
Q2 | $2.28M | Buy |
17,199
+154
| +0.9% | +$20.4K | 1.09% | 26 |
|
|
2017
Q1 | $2.07M | Sell |
17,045
-2,016
| -11% | -$245K | 1.04% | 30 |
|
|
2016
Q4 | $2.01M | Buy |
+19,061
| New | +$2.01M | 1.24% | 30 |
|
|
2014
Q2 | – | Sell |
-26,600
| Closed | -$2.18M | – | 165 |
|
|
2014
Q1 | $2.18M | Hold |
26,600
| – | – | 1.02% | 34 |
|
|
2013
Q4 | $2.12M | Hold |
26,600
| – | – | 1.01% | 32 |
|
|
2013
Q3 | $1.97M | Buy |
26,600
+22,740
| +589% | +$1.69M | 0.97% | 33 |
|
|
2013
Q2 | $282K | Buy |
+3,860
| New | +$282K | 0.15% | 135 |
|