Kestra Private Wealth 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 | $8.46M | Buy |
38,272
+3,186
| +9% | +$704K | 0.12% | 196 |
|
|
2025
Q1 | $7.63M | Buy |
35,086
+2,949
| +9% | +$642K | 0.13% | 180 |
|
|
2024
Q4 | $5.89M | Buy |
32,137
+1,722
| +6% | +$316K | 0.1% | 217 |
|
|
2024
Q3 | $7.07M | Buy |
30,415
+1,175
| +4% | +$273K | 0.13% | 171 |
|
|
2024
Q2 | $5.73M | Buy |
29,240
+232
| +0.8% | +$45.5K | 0.11% | 198 |
|
|
2024
Q1 | $5.73M | Buy |
29,008
+25,179
| +658% | +$4.98M | 0.13% | 178 |
|
|
2023
Q4 | $827K | Sell |
3,829
-2,812
| -42% | -$607K | 0.02% | 575 |
|
|
2023
Q3 | $1.09M | Buy |
+6,641
| New | +$1.09M | 0.03% | 440 |
|
|
2023
Q2 | – | Sell |
-5,052
| Closed | -$1.03M | – | 1089 |
|
|
2023
Q1 | $1.03M | Buy |
+5,052
| New | +$1.03M | 0.04% | 401 |
|
|
2022
Q4 | – | Sell |
-3,947
| Closed | -$847K | – | 899 |
|
|
2022
Q3 | $847K | Buy |
+3,947
| New | +$847K | 0.05% | 363 |
|
|
2021
Q4 | – | Sell |
-3,907
| Closed | -$1.04M | – | 988 |
|
|
2021
Q3 | $1.04M | Hold |
3,907
| – | – | 0.06% | 338 |
|
|
2021
Q2 | $1.06M | Buy |
+3,907
| New | +$1.06M | 0.06% | 316 |
|
|
2021
Q1 | – | Sell |
-4,503
| Closed | -$992K | – | 797 |
|
|
2020
Q4 | $992K | Sell |
4,503
-8,964
| -67% | -$1.97M | 0.07% | 270 |
|
|
2020
Q3 | $3.26M | Buy |
+13,467
| New | +$3.26M | 0.28% | 82 |
|