Madison Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.44M | Buy |
8,736
+178
| +2% | +$29.3K | 0.3% | 85 |
|
|
2023
Q2 | $1.66M | Sell |
8,558
-211
| -2% | -$40.9K | 0.34% | 79 |
|
|
2023
Q1 | $1.79M | Buy |
8,769
+133
| +2% | +$27.2K | 0.39% | 75 |
|
|
2022
Q4 | $1.83M | Buy |
8,636
+938
| +12% | +$199K | 0.42% | 74 |
|
|
2022
Q3 | $1.65M | Buy |
7,698
+341
| +5% | +$73.2K | 0.41% | 71 |
|
|
2022
Q2 | $1.88M | Sell |
7,357
-439
| -6% | -$112K | 0.46% | 64 |
|
|
2022
Q1 | $1.96M | Sell |
7,796
-121
| -2% | -$30.4K | 0.41% | 64 |
|
|
2021
Q4 | $2.32M | Buy |
7,917
+325
| +4% | +$95.1K | 0.46% | 59 |
|
|
2021
Q3 | $2.02M | Buy |
7,592
+110
| +1% | +$29.2K | 0.44% | 59 |
|
|
2021
Q2 | $2.02M | Buy |
7,482
+761
| +11% | +$206K | 0.45% | 62 |
|
|
2021
Q1 | $1.61M | Buy |
6,721
+766
| +13% | +$183K | 0.39% | 62 |
|
|
2020
Q4 | $1.34M | Buy |
5,955
+105
| +2% | +$23.6K | 0.35% | 60 |
|
|
2020
Q3 | $1.41M | Buy |
5,850
+171
| +3% | +$41.3K | 0.42% | 54 |
|
|
2020
Q2 | $1.47M | Buy |
5,679
+66
| +1% | +$17.1K | 0.48% | 50 |
|
|
2020
Q1 | $1.22M | Sell |
5,613
-85
| -1% | -$18.5K | 0.49% | 49 |
|
|
2019
Q4 | $1.31M | Buy |
+5,698
| New | +$1.31M | 0.38% | 54 |
|