JNBA Financial Advisors’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 | $17.5K | Hold |
79
| – | – | ﹤0.01% | 410 |
|
2025
Q1 | $17.2K | Hold |
79
| – | – | ﹤0.01% | 403 |
|
2024
Q4 | $14.5K | Hold |
79
| – | – | ﹤0.01% | 422 |
|
2024
Q3 | $18.4K | Hold |
79
| – | – | ﹤0.01% | 402 |
|
2024
Q2 | $15.4K | Hold |
79
| – | – | ﹤0.01% | 411 |
|
2024
Q1 | $15.6K | Hold |
79
| – | – | ﹤0.01% | 420 |
|
2023
Q4 | $17.1K | Sell |
79
-2
| -2% | -$432 | ﹤0.01% | 411 |
|
2023
Q3 | $13.3K | Buy |
81
+2
| +3% | +$329 | ﹤0.01% | 435 |
|
2023
Q2 | $15.3K | Sell |
79
-2
| -2% | -$388 | ﹤0.01% | 418 |
|
2023
Q1 | $16.6K | Buy |
81
+2
| +3% | +$409 | ﹤0.01% | 415 |
|
2022
Q4 | $16.7K | Sell |
79
-4
| -5% | -$847 | ﹤0.01% | 393 |
|
2022
Q3 | $18K | Sell |
83
-50
| -38% | -$10.8K | ﹤0.01% | 385 |
|
2022
Q2 | $34K | Buy |
133
+25
| +23% | +$6.39K | 0.01% | 316 |
|
2022
Q1 | $27K | Sell |
108
-14
| -11% | -$3.5K | ﹤0.01% | 361 |
|
2021
Q4 | $36K | Buy |
122
+43
| +54% | +$12.7K | ﹤0.01% | 338 |
|
2021
Q3 | $21K | Hold |
79
| – | – | ﹤0.01% | 407 |
|
2021
Q2 | $21K | Buy |
79
+23
| +41% | +$6.11K | ﹤0.01% | 393 |
|
2021
Q1 | $13K | Sell |
56
-67
| -54% | -$15.6K | ﹤0.01% | 437 |
|
2020
Q4 | $28K | Hold |
123
| – | – | ﹤0.01% | 324 |
|
2020
Q3 | $30K | Sell |
123
-120
| -49% | -$29.3K | 0.01% | 293 |
|
2020
Q2 | $63K | Hold |
243
| – | – | 0.01% | 217 |
|
2020
Q1 | $53K | Hold |
243
| – | – | 0.01% | 210 |
|
2019
Q4 | $56K | Sell |
243
-79
| -25% | -$18.2K | 0.01% | 231 |
|
2019
Q3 | $71K | Buy |
322
+52
| +19% | +$11.5K | 0.01% | 202 |
|
2019
Q2 | $55K | Hold |
270
| – | – | 0.01% | 227 |
|
2019
Q1 | $53K | Hold |
270
| – | – | 0.01% | 220 |
|
2018
Q4 | $43K | Buy |
270
+185
| +218% | +$29.5K | 0.01% | 217 |
|
2018
Q3 | $12K | Sell |
85
-185
| -69% | -$26.1K | 0.01% | 357 |
|
2018
Q2 | $39K | Hold |
270
| – | – | 0.01% | 250 |
|
2018
Q1 | $39K | Hold |
270
| – | – | 0.01% | 244 |
|
2017
Q4 | $39K | Hold |
270
| – | – | 0.01% | 243 |
|
2017
Q3 | $37K | Hold |
270
| – | – | 0.01% | 237 |
|
2017
Q2 | $36K | Hold |
270
| – | – | 0.01% | 235 |
|
2017
Q1 | $33K | Hold |
270
| – | – | 0.01% | 238 |
|
2016
Q4 | $29K | Sell |
270
-310
| -53% | -$33.3K | 0.01% | 252 |
|
2016
Q3 | $66K | Buy |
580
+310
| +115% | +$35.3K | 0.01% | 466 |
|
2016
Q2 | $31K | Hold |
270
| – | – | 0.01% | 248 |
|
2016
Q1 | $28K | Hold |
270
| – | – | 0.01% | 250 |
|
2015
Q4 | $26K | Hold |
270
| – | – | 0.01% | 256 |
|
2015
Q3 | $24K | Hold |
270
| – | – | 0.01% | 267 |
|
2015
Q2 | $25K | Hold |
270
| – | – | 0.01% | 254 |
|
2015
Q1 | $25K | Hold |
270
| – | – | 0.01% | 261 |
|
2014
Q4 | $27K | Hold |
270
| – | – | 0.01% | 252 |
|
2014
Q3 | $25K | Hold |
270
| – | – | 0.01% | 262 |
|
2014
Q2 | $24K | Hold |
270
| – | – | 0.01% | 249 |
|
2014
Q1 | $22K | Hold |
270
| – | – | 0.01% | 245 |
|
2013
Q4 | $22K | Hold |
270
| – | – | 0.01% | 238 |
|
2013
Q3 | $20K | Hold |
270
| – | – | 0.01% | 236 |
|
2013
Q2 | $20K | Buy |
+270
| New | +$20K | 0.01% | 208 |
|