Johnson & White Wealth Management’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 | $432K | Buy |
1,953
+1
| +0.1% | +$221 | 0.22% | 74 |
|
|
2025
Q1 | $425K | Buy |
1,952
+1
| +0.1% | +$218 | 0.24% | 69 |
|
|
2024
Q4 | $353K | Buy |
1,951
+1
| +0.1% | +$181 | 0.21% | 72 |
|
|
2024
Q3 | $454K | Hold |
1,950
| – | – | 0.39% | 38 |
|
|
2024
Q2 | $379K | Buy |
1,950
+1
| +0.1% | +$194 | 0.36% | 39 |
|
|
2024
Q1 | $385K | Buy |
1,949
+67
| +4% | +$13.2K | 0.28% | 61 |
|
|
2023
Q4 | $406K | Buy |
1,882
+1
| +0.1% | +$216 | 0.34% | 59 |
|
|
2023
Q3 | $309K | Hold |
1,881
| – | – | 0.28% | 60 |
|
|
2023
Q2 | $365K | Buy |
1,881
+1
| +0.1% | +$194 | 0.5% | 29 |
|
|
2023
Q1 | $384K | Buy |
+1,880
| New | +$384K | 0.34% | 58 |
|
|
2022
Q4 | – | Sell |
-2,210
| Closed | -$474K | – | 80 |
|
|
2022
Q3 | $474K | Buy |
+2,210
| New | +$474K | 0.53% | 46 |
|