LVW Advisors’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 | $1.6M | Buy |
7,219
+1,437
| +25% | +$318K | 0.17% | 76 |
|
|
2025
Q1 | $1.26M | Buy |
5,782
+3,037
| +111% | +$661K | 0.15% | 87 |
|
|
2024
Q4 | $504K | Buy |
2,745
+1,193
| +77% | +$219K | 0.06% | 185 |
|
|
2024
Q3 | $361K | Buy |
+1,552
| New | +$361K | 0.05% | 216 |
|
|
2023
Q2 | – | Sell |
-1,555
| Closed | -$318K | – | 198 |
|
|
2023
Q1 | $318K | Buy |
1,555
+50
| +3% | +$10.2K | 0.06% | 177 |
|
|
2022
Q4 | $319K | Buy |
+1,505
| New | +$319K | 0.06% | 181 |
|
|
2022
Q3 | – | Sell |
-1,554
| Closed | -$397K | – | 220 |
|
|
2022
Q2 | $397K | Buy |
1,554
+30
| +2% | +$7.66K | 0.08% | 155 |
|
|
2022
Q1 | $383K | Buy |
1,524
+27
| +2% | +$6.79K | 0.06% | 169 |
|
|
2021
Q4 | $438K | Buy |
1,497
+153
| +11% | +$44.8K | 0.07% | 162 |
|
|
2021
Q3 | $357K | Buy |
+1,344
| New | +$357K | 0.06% | 181 |
|