JFS Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.8K | Sell |
180
-2
| -1% | -$442 | ﹤0.01% | 511 |
|
|
2025
Q1 | $39.6K | Buy |
182
+2
| +1% | +$435 | ﹤0.01% | 518 |
|
|
2024
Q4 | $33K | Hold |
180
| – | – | ﹤0.01% | 537 |
|
|
2024
Q3 | $41.9K | Hold |
180
| – | – | ﹤0.01% | 498 |
|
|
2024
Q2 | $35K | Sell |
180
-3
| -2% | -$583 | ﹤0.01% | 478 |
|
|
2024
Q1 | $36.2K | Sell |
183
-16
| -8% | -$3.16K | ﹤0.01% | 495 |
|
|
2023
Q4 | $43K | Buy |
199
+16
| +9% | +$3.45K | ﹤0.01% | 432 |
|
|
2023
Q3 | $30.1K | Sell |
183
-12
| -6% | -$1.97K | ﹤0.01% | 452 |
|
|
2023
Q2 | $37.8K | Sell |
195
-17
| -8% | -$3.3K | ﹤0.01% | 408 |
|
|
2023
Q1 | $43.3K | Sell |
212
-5
| -2% | -$1.02K | ﹤0.01% | 390 |
|
|
2022
Q4 | $46K | Sell |
217
-17
| -7% | -$3.6K | ﹤0.01% | 375 |
|
|
2022
Q3 | $50K | Sell |
234
-30
| -11% | -$6.41K | 0.01% | 372 |
|
|
2022
Q2 | $67K | Hold |
264
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $66K | Sell |
264
-6
| -2% | -$1.5K | 0.01% | 367 |
|
|
2021
Q4 | $79K | Sell |
270
-1
| -0.4% | -$293 | 0.01% | 348 |
|
|
2021
Q3 | $72K | Buy |
271
+262
| +2,911% | +$69.6K | 0.01% | 365 |
|
|
2021
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 536 |
|
|
2018
Q2 | – | Sell |
-55
| Closed | -$8K | – | 461 |
|
|
2018
Q1 | $8K | Hold |
55
| – | – | ﹤0.01% | 380 |
|
|
2017
Q4 | $8K | Buy |
+55
| New | +$8K | ﹤0.01% | 387 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$5K | – | 506 |
|
|
2016
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 449 |
|
|
2015
Q3 | – | Sell |
-159
| Closed | -$15K | – | 477 |
|
|
2015
Q2 | $15K | Sell |
159
-13
| -8% | -$1.23K | 0.01% | 315 |
|
|
2015
Q1 | $16K | Buy |
172
+7
| +4% | +$651 | 0.01% | 304 |
|
|
2014
Q4 | $16K | Buy |
165
+1
| +0.6% | +$97 | ﹤0.01% | 310 |
|
|
2014
Q3 | $15K | Sell |
164
-12
| -7% | -$1.1K | ﹤0.01% | 290 |
|
|
2014
Q2 | $16K | Buy |
+176
| New | +$16K | ﹤0.01% | 276 |
|