LRI Investments’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 | $111K | Sell |
502
-26
| -5% | -$5.75K | 0.01% | 414 |
|
|
2025
Q1 | $115K | Sell |
528
-174
| -25% | -$37.9K | 0.01% | 389 |
|
|
2024
Q4 | $129K | Buy |
702
+200
| +40% | +$36.7K | 0.01% | 371 |
|
|
2024
Q3 | $97.8K | Hold |
502
| – | – | 0.01% | 407 |
|
|
2024
Q2 | $97.6K | Hold |
502
| – | – | 0.01% | 384 |
|
|
2024
Q1 | $99.2K | Buy |
+502
| New | +$99.2K | 0.03% | 205 |
|