Laidlaw 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
Q1 | – | Sell |
-2,531
| Closed | -$464K | – | 62 |
|
|
2024
Q4 | $464K | Sell |
2,531
-199
| -7% | -$36.5K | 0.2% | 114 |
|
|
2024
Q3 | $635K | Buy |
2,730
+125
| +5% | +$29.1K | 0.31% | 88 |
|
|
2024
Q2 | $506K | Buy |
+2,605
| New | +$506K | 0.28% | 100 |
|
|
2024
Q1 | – | Sell |
-3,583
| Closed | -$773K | – | 175 |
|
|
2023
Q4 | $773K | Sell |
3,583
-21
| -0.6% | -$4.53K | 0.28% | 94 |
|
|
2023
Q3 | $593K | Sell |
3,604
-925
| -20% | -$152K | 0.2% | 125 |
|
|
2023
Q2 | $878K | Sell |
4,529
-53
| -1% | -$10.3K | 0.17% | 132 |
|
|
2023
Q1 | $936K | Buy |
4,582
+39
| +0.9% | +$7.97K | 0.19% | 127 |
|
|
2022
Q4 | $962K | Sell |
4,543
-945
| -17% | -$200K | 0.21% | 125 |
|
|
2022
Q3 | $1.18M | Sell |
5,488
-164
| -3% | -$35.2K | 0.28% | 97 |
|
|
2022
Q2 | $1.45M | Buy |
5,652
+771
| +16% | +$197K | 0.29% | 95 |
|
|
2022
Q1 | $1.23M | Buy |
4,881
+126
| +3% | +$31.6K | 0.2% | 121 |
|
|
2021
Q4 | $1.39M | Buy |
4,755
+501
| +12% | +$147K | 0.22% | 119 |
|
|
2021
Q3 | $1.13M | Buy |
4,254
+852
| +25% | +$226K | 0.29% | 87 |
|
|
2021
Q2 | $919K | Sell |
3,402
-97
| -3% | -$26.2K | 0.24% | 97 |
|
|
2021
Q1 | $836K | Buy |
3,499
+7
| +0.2% | +$1.67K | 0.29% | 92 |
|
|
2020
Q4 | $784K | Buy |
3,492
+305
| +10% | +$68.5K | 0.17% | 147 |
|
|
2020
Q3 | $770K | Sell |
3,187
-20
| -0.6% | -$4.83K | 0.34% | 82 |
|
|
2020
Q2 | $829K | Sell |
3,207
-116
| -3% | -$30K | 0.43% | 69 |
|
|
2020
Q1 | $724K | Buy |
3,323
+668
| +25% | +$146K | 0.47% | 68 |
|
|
2019
Q4 | $610K | Buy |
+2,655
| New | +$610K | 0.39% | 82 |
|