IAP
Indie Asset Partners’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
1,365
-46
| -3% | -$10.2K | 0.55% | 45 |
|
|
2025
Q1 | $307K | Hold |
1,411
| – | – | 0.27% | 62 |
|
|
2024
Q4 | $259K | Buy |
1,411
+35
| +3% | +$6.42K | 0.2% | 84 |
|
|
2024
Q3 | $320K | Buy |
+1,376
| New | +$320K | 0.24% | 69 |
|
|
2024
Q1 | – | Sell |
-1,441
| Closed | -$311K | – | 88 |
|
|
2023
Q4 | $311K | Sell |
1,441
-200
| -12% | -$43.2K | 0.28% | 52 |
|
|
2023
Q3 | $270K | Sell |
1,641
-100
| -6% | -$16.4K | 0.27% | 54 |
|
|
2023
Q2 | $338K | Sell |
1,741
-300
| -15% | -$58.2K | 0.37% | 42 |
|
|
2023
Q1 | $417K | Sell |
2,041
-100
| -5% | -$20.4K | 0.49% | 38 |
|
|
2022
Q4 | $454K | Sell |
2,141
-1,125
| -34% | -$238K | 0.5% | 40 |
|
|
2022
Q3 | $701K | Sell |
3,266
-150
| -4% | -$32.2K | 0.72% | 24 |
|
|
2022
Q2 | $873K | Sell |
3,416
-200
| -6% | -$51.1K | 0.77% | 17 |
|
|
2022
Q1 | $908K | Sell |
3,616
-295
| -8% | -$74.1K | 0.68% | 18 |
|
|
2021
Q4 | $1.14M | Buy |
3,911
+165
| +4% | +$48.3K | 0.83% | 17 |
|
|
2021
Q3 | $994K | Buy |
3,746
+35
| +0.9% | +$9.29K | 0.81% | 19 |
|
|
2021
Q2 | $1M | Sell |
3,711
-200
| -5% | -$54K | 0.81% | 16 |
|
|
2021
Q1 | $935K | Buy |
3,911
+500
| +15% | +$120K | 1.06% | 19 |
|
|
2020
Q4 | $766K | Buy |
3,411
+2,141
| +169% | +$481K | 0.89% | 25 |
|
|
2020
Q3 | $307K | Buy |
1,270
+250
| +25% | +$60.4K | 0.38% | 64 |
|
|
2020
Q2 | $258K | Sell |
1,020
-45
| -4% | -$11.4K | 0.32% | 72 |
|
|
2020
Q1 | $232K | Buy |
+1,065
| New | +$232K | 0.29% | 66 |
|