Lido Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Buy |
130,966
+1,746
| +1% | +$389K | 0.11% | 101 |
|
|
2025
Q1 | $28.1M | Buy |
129,220
+12,322
| +11% | +$2.68M | 0.13% | 93 |
|
|
2024
Q4 | $21.6M | Buy |
116,898
+7,313
| +7% | +$1.35M | 0.1% | 116 |
|
|
2024
Q3 | $25.5M | Sell |
109,585
-1,139
| -1% | -$265K | 0.13% | 77 |
|
|
2024
Q2 | $21.7M | Buy |
110,724
+7,156
| +7% | +$1.4M | 0.12% | 85 |
|
|
2024
Q1 | $20.5M | Buy |
103,568
+4,581
| +5% | +$905K | 0.12% | 81 |
|
|
2023
Q4 | $21.5M | Sell |
98,987
-1,037
| -1% | -$226K | 0.15% | 71 |
|
|
2023
Q3 | $16.4M | Sell |
100,024
-2,723
| -3% | -$448K | 0.13% | 90 |
|
|
2023
Q2 | $19.9M | Buy |
102,747
+55,939
| +120% | +$10.8M | 0.14% | 73 |
|
|
2023
Q1 | $9.56M | Buy |
46,808
+41,669
| +811% | +$8.51M | 0.09% | 124 |
|
|
2022
Q4 | $1.09M | Sell |
5,139
-1,327
| -21% | -$281K | 0.01% | 357 |
|
|
2022
Q3 | $1.39M | Sell |
6,466
-53
| -0.8% | -$11.4K | 0.02% | 282 |
|
|
2022
Q2 | $1.67M | Buy |
6,519
+146
| +2% | +$37.3K | 0.02% | 232 |
|
|
2022
Q1 | $1.6M | Buy |
6,373
+16
| +0.3% | +$4.02K | 0.02% | 264 |
|
|
2021
Q4 | $1.86M | Buy |
6,357
+1,178
| +23% | +$344K | 0.02% | 261 |
|
|
2021
Q3 | $1.37M | Buy |
5,179
+1,809
| +54% | +$480K | 0.02% | 303 |
|
|
2021
Q2 | $915K | Sell |
3,370
-108
| -3% | -$29.3K | 0.01% | 354 |
|
|
2021
Q1 | $832K | Buy |
3,478
+243
| +8% | +$58.1K | 0.01% | 337 |
|
|
2020
Q4 | $730K | Buy |
3,235
+364
| +13% | +$82.1K | 0.02% | 348 |
|
|
2020
Q3 | $697K | Sell |
2,871
-18
| -0.6% | -$4.37K | 0.02% | 288 |
|
|
2020
Q2 | $750K | Buy |
2,889
+376
| +15% | +$97.6K | 0.02% | 252 |
|
|
2020
Q1 | $547K | Buy |
2,513
+173
| +7% | +$37.7K | 0.02% | 273 |
|
|
2019
Q4 | $539K | Buy |
+2,340
| New | +$539K | 0.02% | 329 |
|
|
2019
Q2 | – | Sell |
-1,016
| Closed | -$200K | – | 491 |
|
|
2019
Q1 | $200K | Buy |
+1,016
| New | +$200K | 0.01% | 456 |
|