J.W. Cole Advisors’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 | $1.51M | Sell |
|
|||||
|
2025
Q2 | $3.06M | Buy |
|
|||||
|
2025
Q1 | $1.54M | Buy |
|
|||||
|
2024
Q4 | $360K | Sell |
|
|||||
|
2024
Q3 | $468K | Sell |
|
|||||
|
2024
Q2 | $398K | Sell |
|
|||||
|
2024
Q1 | $522K | Sell |
|
|||||
|
2023
Q4 | $575K | Buy |
|
|||||
|
2023
Q3 | $411K | Sell |
|
|||||
|
2023
Q2 | $498K | Sell |
|
|||||
|
2023
Q1 | $527K | Sell |
|
|||||
|
2022
Q4 | $551K | Buy |
|
|||||
|
2022
Q3 | $543K | Buy |
|
|||||
|
2022
Q2 | $616K | Sell |
|
|||||
|
2022
Q1 | $656K | Sell |
|
|||||
|
2021
Q4 | $907K | Buy |
|
|||||
|
2021
Q3 | $710K | Sell |
|
|||||
|
2021
Q2 | $775K | Buy |
|
|||||
|
2021
Q1 | $456K | Buy |
|
|||||
|
2020
Q4 | $394K | Sell |
|
|||||
|
2020
Q3 | $1.61M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $430K | Buy |
|