Larson Financial Group’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 | $295K | Buy |
1,333
+281
| +27% | +$62.1K | 0.01% | 577 |
|
2025
Q1 | $229K | Buy |
1,052
+855
| +434% | +$186K | 0.01% | 594 |
|
2024
Q4 | $36.1K | Sell |
197
-30
| -13% | -$5.5K | ﹤0.01% | 999 |
|
2024
Q3 | $52.7K | Buy |
227
+75
| +49% | +$17.4K | ﹤0.01% | 883 |
|
2024
Q2 | $29.6K | Sell |
152
-50
| -25% | -$9.74K | ﹤0.01% | 947 |
|
2024
Q1 | $39.9K | Buy |
202
+85
| +73% | +$16.8K | ﹤0.01% | 745 |
|
2023
Q4 | $25.3K | Buy |
117
+8
| +7% | +$1.73K | ﹤0.01% | 789 |
|
2023
Q3 | $17.9K | Buy |
109
+60
| +122% | +$9.86K | ﹤0.01% | 839 |
|
2023
Q2 | $9.41K | Sell |
49
-38
| -44% | -$7.3K | ﹤0.01% | 952 |
|
2023
Q1 | $17.8K | Buy |
87
+1
| +1% | +$204 | ﹤0.01% | 772 |
|
2022
Q4 | $18.3K | Hold |
86
| – | – | ﹤0.01% | 713 |
|
2022
Q3 | $18K | Buy |
86
+1
| +1% | +$209 | ﹤0.01% | 648 |
|
2022
Q2 | $22K | Buy |
85
+38
| +81% | +$9.84K | ﹤0.01% | 525 |
|
2022
Q1 | $12K | Sell |
47
-19
| -29% | -$4.85K | ﹤0.01% | 613 |
|
2021
Q4 | $19K | Buy |
66
+20
| +43% | +$5.76K | ﹤0.01% | 547 |
|
2021
Q3 | $12K | Hold |
46
| – | – | ﹤0.01% | 545 |
|
2021
Q2 | $12K | Hold |
46
| – | – | ﹤0.01% | 516 |
|
2021
Q1 | $11K | Sell |
46
-38
| -45% | -$9.09K | ﹤0.01% | 515 |
|
2020
Q4 | $19K | Buy |
84
+5
| +6% | +$1.13K | 0.01% | 379 |
|
2020
Q3 | $19K | Buy |
79
+35
| +80% | +$8.42K | 0.01% | 332 |
|
2020
Q2 | $11K | Buy |
44
+21
| +91% | +$5.25K | 0.01% | 371 |
|
2020
Q1 | $5K | Buy |
23
+10
| +77% | +$2.17K | ﹤0.01% | 359 |
|
2019
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 412 |
|
2019
Q2 | – | Sell |
-4
| Closed | -$1K | – | 496 |
|
2019
Q1 | $1K | Sell |
4
-2
| -33% | -$500 | ﹤0.01% | 412 |
|
2018
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 385 |
|