LA
Legacy Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,280
| Closed | -$496K | – | 39 |
|
|
2025
Q1 | $496K | Sell |
2,280
-117
| -5% | -$25.5K | 0.05% | 263 |
|
|
2024
Q4 | $440K | Buy |
2,397
+132
| +6% | +$24.2K | 0.04% | 267 |
|
|
2024
Q3 | $527K | Buy |
2,265
+431
| +24% | +$100K | 0.06% | 237 |
|
|
2024
Q2 | $359K | Sell |
1,834
-222
| -11% | -$43.5K | 0.04% | 232 |
|
|
2024
Q1 | $406K | Sell |
2,056
-123
| -6% | -$24.3K | 0.05% | 226 |
|
|
2023
Q4 | $470K | Buy |
2,179
+440
| +25% | +$95K | 0.06% | 204 |
|
|
2023
Q3 | $286K | Buy |
1,739
+79
| +5% | +$13K | 0.05% | 236 |
|
|
2023
Q2 | $322K | Buy |
1,660
+86
| +5% | +$16.7K | 0.05% | 213 |
|
|
2023
Q1 | $322K | Buy |
1,574
+68
| +5% | +$13.9K | 0.06% | 194 |
|
|
2022
Q4 | $319K | Sell |
1,506
-1
| -0.1% | -$212 | 0.06% | 184 |
|
|
2022
Q3 | $324K | Buy |
1,507
+37
| +3% | +$7.96K | 0.07% | 165 |
|
|
2022
Q2 | $378K | Buy |
1,470
+147
| +11% | +$37.8K | 0.08% | 145 |
|
|
2022
Q1 | $332K | Buy |
1,323
+284
| +27% | +$71.3K | 0.06% | 152 |
|
|
2021
Q4 | $304K | Buy |
1,039
+36
| +4% | +$10.5K | 0.11% | 95 |
|
|
2021
Q3 | $266K | Buy |
1,003
+3
| +0.3% | +$796 | 0.11% | 97 |
|
|
2021
Q2 | $270K | Hold |
1,000
| – | – | 0.11% | 100 |
|
|
2021
Q1 | $239K | Hold |
1,000
| – | – | 0.11% | 103 |
|
|
2020
Q4 | $224K | Hold |
1,000
| – | – | 0.13% | 101 |
|
|
2020
Q3 | $242K | Hold |
1,000
| – | – | 0.16% | 92 |
|
|
2020
Q2 | $259K | Hold |
1,000
| – | – | 0.21% | 81 |
|
|
2020
Q1 | $218K | Hold |
1,000
| – | – | 0.22% | 86 |
|
|
2019
Q4 | $230K | Hold |
1,000
| – | – | 0.15% | 120 |
|
|
2019
Q3 | $221K | Hold |
1,000
| – | – | 0.17% | 100 |
|
|
2019
Q2 | $204K | Hold |
1,000
| – | – | 0.14% | 108 |
|
|
2019
Q1 | $197K | Buy |
+1,000
| New | +$197K | 0.06% | 115 |
|
|
2018
Q4 | – | Sell |
-1,032
| Closed | -$150K | – | 130 |
|
|
2018
Q3 | $150K | Hold |
1,032
| – | – | 0.07% | 154 |
|
|
2018
Q2 | $150K | Sell |
1,032
-10
| -1% | -$1.45K | 0.11% | 107 |
|
|
2018
Q1 | $145K | Buy |
1,042
+42
| +4% | +$5.85K | 0.11% | 98 |
|
|
2017
Q4 | $143K | Hold |
1,000
| – | – | 0.14% | 68 |
|
|
2017
Q3 | $137K | Hold |
1,000
| – | – | 0.15% | 63 |
|
|
2017
Q2 | $132K | Hold |
1,000
| – | – | 0.17% | 62 |
|
|
2017
Q1 | $121K | Hold |
1,000
| – | – | 0.16% | 61 |
|
|
2016
Q4 | $106K | Buy |
+1,000
| New | +$106K | 0.14% | 65 |
|