Kathleen S. Wright Associates’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 | $473K | Sell |
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|
2025
Q2 | $645K | Hold |
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|
2025
Q1 | $630K | Hold |
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|
2024
Q4 | $523K | Sell |
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|
2024
Q3 | $711K | Hold |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $699K | Sell |
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|
2023
Q3 | $598K | Buy |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $626K | Buy |
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|
2022
Q4 | $538K | Sell |
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|
2022
Q3 | $632K | Buy |
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|
2022
Q2 | $428K | Buy |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $424K | Buy |
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