Key Financial Inc’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 | $393K | Hold |
1,778
| – | – | 0.08% | 194 |
|
|
2025
Q1 | $387K | Buy |
1,778
+3
| +0.2% | +$653 | 0.08% | 183 |
|
|
2024
Q4 | $326K | Hold |
1,775
| – | – | 0.07% | 193 |
|
|
2024
Q3 | $413K | Buy |
1,775
+6
| +0.3% | +$1.4K | 0.09% | 176 |
|
|
2024
Q2 | $344K | Hold |
1,769
| – | – | 0.08% | 180 |
|
|
2024
Q1 | $350K | Sell |
1,769
-4
| -0.2% | -$790 | 0.09% | 174 |
|
|
2023
Q4 | $383K | Sell |
1,773
-22
| -1% | -$4.75K | 0.1% | 153 |
|
|
2023
Q3 | $295K | Hold |
1,795
| – | – | 0.1% | 163 |
|
|
2023
Q2 | $348K | Hold |
1,795
| – | – | 0.12% | 146 |
|
|
2023
Q1 | $367K | Buy |
1,795
+225
| +14% | +$46K | 0.13% | 134 |
|
|
2022
Q4 | $337K | Hold |
1,570
| – | – | 0.16% | 116 |
|
|
2022
Q3 | $337K | Buy |
1,570
+22
| +1% | +$4.72K | 0.16% | 118 |
|
|
2022
Q2 | $400K | Buy |
1,548
+15
| +1% | +$3.88K | 0.22% | 92 |
|
|
2022
Q1 | $385K | Hold |
1,533
| – | – | 0.19% | 103 |
|
|
2021
Q4 | $448K | Hold |
1,533
| – | – | 0.22% | 85 |
|
|
2021
Q3 | $407K | Buy |
1,533
+4
| +0.3% | +$1.06K | 0.23% | 88 |
|
|
2021
Q2 | $432K | Hold |
1,529
| – | – | 0.24% | 82 |
|
|
2021
Q1 | $366K | Hold |
1,529
| – | – | 0.24% | 83 |
|
|
2020
Q4 | $343K | Sell |
1,529
-421
| -22% | -$94.4K | 0.26% | 77 |
|
|
2020
Q3 | $471K | Hold |
1,950
| – | – | 0.48% | 53 |
|
|
2020
Q2 | $495K | Hold |
1,950
| – | – | 0.57% | 47 |
|
|
2020
Q1 | $450K | Hold |
1,950
| – | – | 0.46% | 44 |
|
|
2019
Q4 | $448K | Buy |
+1,950
| New | +$448K | 0.42% | 56 |
|