Kestra Advisory Services’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 | $6.25M | Sell |
28,295
-3,554
| -11% | -$786K | 0.03% | 541 |
|
|
2025
Q1 | $6.93M | Buy |
31,849
+45
| +0.1% | +$9.79K | 0.03% | 458 |
|
|
2024
Q4 | $5.83M | Buy |
31,804
+4,676
| +17% | +$858K | 0.03% | 518 |
|
|
2024
Q3 | $6.31M | Sell |
27,128
-15,062
| -36% | -$3.5M | 0.03% | 517 |
|
|
2024
Q2 | $8.27M | Buy |
42,190
+16,304
| +63% | +$3.2M | 0.05% | 413 |
|
|
2024
Q1 | $5.11M | Buy |
25,886
+22,224
| +607% | +$4.39M | 0.03% | 512 |
|
|
2023
Q4 | $791K | Buy |
+3,662
| New | +$791K | 0.01% | 1244 |
|
|
2023
Q3 | – | Sell |
-1,878
| Closed | -$367K | – | 2110 |
|
|
2023
Q2 | $367K | Buy |
+1,878
| New | +$367K | ﹤0.01% | 1481 |
|
|
2023
Q1 | – | Sell |
-1,601
| Closed | -$339K | – | 2056 |
|
|
2022
Q4 | $339K | Buy |
+1,601
| New | +$339K | ﹤0.01% | 1652 |
|
|
2022
Q3 | – | Sell |
-6,506
| Closed | -$1.67M | – | 2103 |
|
|
2022
Q2 | $1.67M | Buy |
+6,506
| New | +$1.67M | 0.02% | 742 |
|
|
2021
Q4 | – | Sell |
-1,568
| Closed | -$416K | – | 2011 |
|
|
2021
Q3 | $416K | Buy |
+1,568
| New | +$416K | ﹤0.01% | 1487 |
|