Legacy Capital Wealth Partners’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 | $382K | Buy |
1,730
+138
| +9% | +$30.5K | 0.09% | 258 |
|
|
2025
Q1 | $347K | Buy |
1,592
+99
| +7% | +$21.5K | 0.09% | 257 |
|
|
2024
Q4 | $274K | Sell |
1,493
-181
| -11% | -$33.2K | 0.07% | 286 |
|
|
2024
Q3 | $389K | Sell |
1,674
-6
| -0.4% | -$1.4K | 0.08% | 239 |
|
|
2024
Q2 | $327K | Buy |
+1,680
| New | +$327K | 0.08% | 231 |
|
|
2024
Q1 | – | Sell |
-1,671
| Closed | -$361K | – | 123 |
|
|
2023
Q4 | $361K | Sell |
1,671
-175
| -9% | -$37.8K | 0.1% | 194 |
|
|
2023
Q3 | $304K | Buy |
+1,846
| New | +$304K | 0.08% | 212 |
|
|
2023
Q2 | – | Sell |
-1,700
| Closed | -$347K | – | 51 |
|
|
2023
Q1 | $347K | Buy |
+1,700
| New | +$347K | 0.09% | 181 |
|