Institute for Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Sell |
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|
2025
Q2 | $376K | Sell |
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|
2025
Q1 | $380K | Hold |
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|
2024
Q4 | $320K | Sell |
|
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|
2024
Q3 | $617K | Sell |
|
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|
2024
Q2 | $526K | Buy |
|
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|
2024
Q1 | $532K | Buy |
|
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|
2023
Q4 | $459K | Sell |
|
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $381K | Buy |
|
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|
2023
Q1 | $387K | Sell |
|
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $490K | Sell |
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|
2021
Q4 | $574K | Hold |
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|
2021
Q3 | $521K | Sell |
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|
2021
Q2 | $553K | Sell |
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|
2021
Q1 | $492K | Sell |
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|
2020
Q4 | $481K | Sell |
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|
2020
Q3 | $548K | Buy |
|
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|
2020
Q2 | $538K | Buy |
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|
2020
Q1 | $446K | Buy |
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|
2019
Q4 | $460K | Buy |
|
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|
2019
Q3 | $401K | Sell |
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|
2019
Q2 | $521K | Sell |
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|
2019
Q1 | $527K | Buy |
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|
2018
Q4 | $358K | Buy |
|