Kingswood Wealth Advisors’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 | $497K | Sell |
2,249
-192
| -8% | -$42.4K | 0.04% | 416 |
|
|
2025
Q1 | $531K | Sell |
2,441
-3,357
| -58% | -$731K | 0.05% | 375 |
|
|
2024
Q4 | $1.06M | Sell |
5,798
-4,115
| -42% | -$755K | 0.08% | 260 |
|
|
2024
Q3 | $2.3M | Buy |
9,913
+2,285
| +30% | +$531K | 0.16% | 141 |
|
|
2024
Q2 | $1.48M | Buy |
7,628
+2,423
| +47% | +$471K | 0.13% | 157 |
|
|
2024
Q1 | $1.03M | Sell |
5,205
-3,703
| -42% | -$732K | 0.12% | 199 |
|
|
2023
Q4 | $1.92M | Buy |
8,908
+6,472
| +266% | +$1.4M | 0.22% | 108 |
|
|
2023
Q3 | $401K | Buy |
+2,436
| New | +$401K | 0.07% | 285 |
|