Koa Wealth Management’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 | $3.3M | Sell |
14,944
-3,003
| -17% | -$664K | 2.62% | 11 |
|
|
2025
Q1 | $3.91M | Buy |
17,947
+2,657
| +17% | +$578K | 3.15% | 7 |
|
|
2024
Q4 | $2.8M | Buy |
15,290
+14
| +0.1% | +$2.57K | 2.29% | 11 |
|
|
2024
Q3 | $3.55M | Sell |
15,276
-1,525
| -9% | -$355K | 2.74% | 9 |
|
|
2024
Q2 | $3.27M | Buy |
16,801
+3,327
| +25% | +$647K | 2.76% | 10 |
|
|
2024
Q1 | $2.66M | Buy |
13,474
+1,681
| +14% | +$332K | 2.4% | 14 |
|
|
2023
Q4 | $2.55M | Buy |
+11,793
| New | +$2.55M | 2.51% | 11 |
|