Institute for Wealth Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
1,701
-44
| -3% | -$9.72K | 0.04% | 377 |
|
|
2025
Q1 | $380K | Hold |
1,745
| – | – | 0.05% | 355 |
|
|
2024
Q4 | $320K | Sell |
1,745
-907
| -34% | -$166K | 0.04% | 384 |
|
|
2024
Q3 | $617K | Sell |
2,652
-56
| -2% | -$13K | 0.08% | 257 |
|
|
2024
Q2 | $526K | Buy |
2,708
+17
| +0.6% | +$3.31K | 0.07% | 268 |
|
|
2024
Q1 | $532K | Buy |
2,691
+563
| +26% | +$111K | 0.07% | 272 |
|
|
2023
Q4 | $459K | Sell |
2,128
-1
| -0% | -$216 | 0.07% | 283 |
|
|
2023
Q3 | $350K | Buy |
2,129
+163
| +8% | +$26.8K | 0.06% | 309 |
|
|
2023
Q2 | $381K | Buy |
1,966
+73
| +4% | +$14.2K | 0.06% | 308 |
|
|
2023
Q1 | $387K | Sell |
1,893
-47
| -2% | -$9.6K | 0.07% | 299 |
|
|
2022
Q4 | $411K | Sell |
1,940
-12
| -0.6% | -$2.54K | 0.09% | 288 |
|
|
2022
Q3 | $419K | Sell |
1,952
-46
| -2% | -$9.87K | 0.09% | 273 |
|
|
2022
Q2 | $511K | Buy |
1,998
+49
| +3% | +$12.5K | 0.1% | 264 |
|
|
2022
Q1 | $490K | Sell |
1,949
-15
| -0.8% | -$3.77K | 0.08% | 291 |
|
|
2021
Q4 | $574K | Hold |
1,964
| – | – | 0.09% | 259 |
|
|
2021
Q3 | $521K | Sell |
1,964
-84
| -4% | -$22.3K | 0.09% | 267 |
|
|
2021
Q2 | $553K | Sell |
2,048
-10
| -0.5% | -$2.7K | 0.1% | 254 |
|
|
2021
Q1 | $492K | Sell |
2,058
-83
| -4% | -$19.8K | 0.09% | 266 |
|
|
2020
Q4 | $481K | Sell |
2,141
-124
| -5% | -$27.9K | 0.1% | 257 |
|
|
2020
Q3 | $548K | Buy |
2,265
+185
| +9% | +$44.8K | 0.13% | 207 |
|
|
2020
Q2 | $538K | Buy |
2,080
+34
| +2% | +$8.79K | 0.13% | 213 |
|
|
2020
Q1 | $446K | Buy |
2,046
+46
| +2% | +$10K | 0.14% | 198 |
|
|
2019
Q4 | $460K | Buy |
2,000
+186
| +10% | +$42.8K | 0.1% | 268 |
|
|
2019
Q3 | $401K | Sell |
1,814
-735
| -29% | -$162K | 0.1% | 274 |
|
|
2019
Q2 | $521K | Sell |
2,549
-124
| -5% | -$25.3K | 0.12% | 247 |
|
|
2019
Q1 | $527K | Buy |
2,673
+411
| +18% | +$81K | 0.11% | 234 |
|
|
2018
Q4 | $358K | Buy |
+2,262
| New | +$358K | 0.15% | 181 |
|