Kelman-Lazarov Inc’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $430K | Sell |
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|
2022
Q1 | $515K | Hold |
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|
2021
Q4 | $599K | Sell |
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|
2021
Q3 | $597K | Sell |
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|
2021
Q2 | $615K | Sell |
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|
2021
Q1 | $552K | Sell |
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|
2020
Q4 | $531K | Hold |
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|
2020
Q3 | $572K | Sell |
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|
2020
Q2 | $629K | Sell |
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|
2020
Q1 | $641K | Sell |
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|
2019
Q4 | $906K | Sell |
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|
2019
Q3 | $879K | Hold |
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|
2019
Q2 | $813K | Sell |
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|
2019
Q1 | $839K | Sell |
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|
2018
Q4 | $782K | Sell |
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|
2018
Q3 | $721K | Sell |
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|
2018
Q2 | $820K | Sell |
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|
2018
Q1 | $837K | Sell |
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|
2017
Q4 | $860K | Hold |
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|
2017
Q3 | $824K | Sell |
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|
2017
Q2 | $1.45M | Sell |
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|
2017
Q1 | $1.35M | Sell |
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|
2016
Q4 | $1.33M | Sell |
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|
2016
Q3 | $1.44M | Sell |
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|
2016
Q2 | $1.51M | Hold |
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|
2016
Q1 | $1.39M | Buy |
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