Integrated Wealth Concepts’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 | $11.9M | Buy |
53,775
+13,754
| +34% | +$3.04M | 0.12% | 158 |
|
|
2025
Q1 | $8.71M | Buy |
40,021
+926
| +2% | +$201K | 0.1% | 190 |
|
|
2024
Q4 | $7.17M | Buy |
39,095
+9,700
| +33% | +$1.78M | 0.08% | 228 |
|
|
2024
Q3 | $6.84M | Buy |
29,395
+1,433
| +5% | +$333K | 0.08% | 228 |
|
|
2024
Q2 | $5.44M | Buy |
27,962
+6,822
| +32% | +$1.33M | 0.07% | 247 |
|
|
2024
Q1 | $4.18M | Buy |
21,140
+2,537
| +14% | +$501K | 0.06% | 300 |
|
|
2023
Q4 | $4.02M | Buy |
18,603
+8,986
| +93% | +$1.94M | 0.07% | 272 |
|
|
2023
Q3 | $1.58M | Buy |
9,617
+537
| +6% | +$88.3K | 0.03% | 528 |
|
|
2023
Q2 | $1.76M | Sell |
9,080
-1,351
| -13% | -$262K | 0.03% | 511 |
|
|
2023
Q1 | $2.13M | Buy |
10,431
+762
| +8% | +$156K | 0.04% | 385 |
|
|
2022
Q4 | $2.05M | Buy |
9,669
+550
| +6% | +$117K | 0.06% | 311 |
|
|
2022
Q3 | $1.96M | Sell |
9,119
-479
| -5% | -$103K | 0.06% | 286 |
|
|
2022
Q2 | $2.45M | Buy |
9,598
+854
| +10% | +$218K | 0.08% | 239 |
|
|
2022
Q1 | $2.2M | Buy |
8,744
+684
| +8% | +$172K | 0.07% | 242 |
|
|
2021
Q4 | $2.36M | Buy |
8,060
+2,239
| +38% | +$655K | 0.07% | 234 |
|
|
2021
Q3 | $1.55M | Buy |
5,821
+2,483
| +74% | +$659K | 0.05% | 290 |
|
|
2021
Q2 | $902K | Buy |
3,338
+291
| +10% | +$78.6K | 0.03% | 384 |
|
|
2021
Q1 | $728K | Sell |
3,047
-421
| -12% | -$101K | 0.03% | 370 |
|
|
2020
Q4 | $778K | Buy |
3,468
+825
| +31% | +$185K | 0.04% | 296 |
|
|
2020
Q3 | $639K | Buy |
2,643
+1,125
| +74% | +$272K | 0.04% | 293 |
|
|
2020
Q2 | $393K | Sell |
1,518
-153
| -9% | -$39.6K | 0.03% | 340 |
|
|
2020
Q1 | $364K | Buy |
1,671
+251
| +18% | +$54.7K | 0.03% | 277 |
|
|
2019
Q4 | $326K | Sell |
1,420
-29
| -2% | -$6.66K | 0.03% | 353 |
|
|
2019
Q3 | $320K | Buy |
1,449
+105
| +8% | +$23.2K | 0.04% | 299 |
|
|
2019
Q2 | $277K | Buy |
+1,344
| New | +$277K | 0.04% | 294 |
|