Independent Advisor Alliance’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 | $1.14M | Buy |
5,171
+500
| +11% | +$111K | 0.03% | 385 |
|
|
2025
Q1 | $1.02M | Buy |
4,671
+88
| +2% | +$19.1K | 0.03% | 374 |
|
|
2024
Q4 | $841K | Buy |
4,583
+950
| +26% | +$174K | 0.01% | 780 |
|
|
2024
Q3 | $845K | Sell |
3,633
-455
| -11% | -$106K | 0.03% | 358 |
|
|
2024
Q2 | $795K | Buy |
4,088
+246
| +6% | +$47.8K | 0.03% | 370 |
|
|
2024
Q1 | $759K | Buy |
3,842
+368
| +11% | +$72.7K | 0.03% | 367 |
|
|
2023
Q4 | $750K | Sell |
3,474
-386
| -10% | -$83.3K | 0.03% | 356 |
|
|
2023
Q3 | $635K | Sell |
3,860
-750
| -16% | -$123K | 0.03% | 369 |
|
|
2023
Q2 | $894K | Sell |
4,610
-57
| -1% | -$11.1K | 0.04% | 318 |
|
|
2023
Q1 | $954K | Buy |
+4,667
| New | +$954K | 0.05% | 293 |
|
|
2022
Q4 | – | Sell |
-5,073
| Closed | -$1.09M | – | 433 |
|
|
2022
Q3 | $1.09M | Buy |
5,073
+399
| +9% | +$85.7K | 0.06% | 250 |
|
|
2022
Q2 | $1.2M | Sell |
4,674
-340
| -7% | -$86.9K | 0.07% | 238 |
|
|
2022
Q1 | $1.26M | Buy |
5,014
+310
| +7% | +$77.9K | 0.06% | 245 |
|
|
2021
Q4 | $1.38M | Buy |
4,704
+238
| +5% | +$69.6K | 0.07% | 228 |
|
|
2021
Q3 | $1.19M | Buy |
4,466
+557
| +14% | +$148K | 0.07% | 241 |
|
|
2021
Q2 | $1.06M | Buy |
3,909
+940
| +32% | +$254K | 0.06% | 273 |
|
|
2021
Q1 | $710K | Buy |
2,969
+54
| +2% | +$12.9K | 0.04% | 304 |
|
|
2020
Q4 | $654K | Sell |
2,915
-57
| -2% | -$12.8K | 0.04% | 293 |
|
|
2020
Q3 | $719K | Sell |
2,972
-134
| -4% | -$32.4K | 0.05% | 233 |
|
|
2020
Q2 | $803K | Buy |
3,106
+37
| +1% | +$9.57K | 0.09% | 190 |
|
|
2020
Q1 | $668K | Sell |
3,069
-1,184
| -28% | -$258K | 0.1% | 178 |
|
|
2019
Q4 | $977K | Buy |
4,253
+1,539
| +57% | +$354K | 0.04% | 369 |
|
|
2019
Q3 | $600K | Buy |
2,714
+186
| +7% | +$41.1K | 0.07% | 224 |
|
|
2019
Q2 | $517K | Buy |
2,528
+242
| +11% | +$49.5K | 0.07% | 220 |
|
|
2019
Q1 | $450K | Sell |
2,286
-151
| -6% | -$29.7K | 0.06% | 241 |
|
|
2018
Q4 | $386K | Sell |
2,437
-201
| -8% | -$31.8K | 0.07% | 243 |
|
|
2018
Q3 | $378K | Buy |
2,638
+52
| +2% | +$7.45K | 0.07% | 219 |
|
|
2018
Q2 | $372K | Sell |
2,586
-29
| -1% | -$4.17K | 0.08% | 206 |
|
|
2018
Q1 | $376K | Sell |
2,615
-391
| -13% | -$56.2K | 0.08% | 218 |
|
|
2017
Q4 | $427K | Buy |
3,006
+45
| +2% | +$6.39K | 0.1% | 195 |
|
|
2017
Q3 | $408K | Buy |
+2,961
| New | +$408K | 0.11% | 165 |
|