Marcum Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.2M | Buy |
5,518
+459
| +9% | +$99.9K | 0.1% | 96 |
|
|
2024
Q4 | $928K | Sell |
5,059
-478
| -9% | -$87.7K | 0.08% | 122 |
|
|
2024
Q3 | $1.29M | Sell |
5,537
-76
| -1% | -$17.7K | 0.12% | 88 |
|
|
2024
Q2 | $1.09M | Buy |
5,613
+143
| +3% | +$27.8K | 0.11% | 94 |
|
|
2024
Q1 | $1.08M | Sell |
5,470
-39
| -0.7% | -$7.71K | 0.11% | 97 |
|
|
2023
Q4 | $1.19M | Sell |
5,509
-609
| -10% | -$131K | 0.13% | 86 |
|
|
2023
Q3 | $1.01M | Buy |
6,118
+1,653
| +37% | +$272K | 0.12% | 87 |
|
|
2023
Q2 | $866K | Sell |
4,465
-1,267
| -22% | -$246K | 0.1% | 107 |
|
|
2023
Q1 | $1.17M | Buy |
5,732
+1,890
| +49% | +$386K | 0.15% | 78 |
|
|
2022
Q4 | $814K | Sell |
3,842
-55
| -1% | -$11.7K | 0.11% | 110 |
|
|
2022
Q3 | $837K | Buy |
3,897
+38
| +1% | +$8.16K | 0.13% | 96 |
|
|
2022
Q2 | $986K | Buy |
3,859
+223
| +6% | +$57K | 0.15% | 90 |
|
|
2022
Q1 | $913K | Sell |
3,636
-827
| -19% | -$208K | 0.13% | 105 |
|
|
2021
Q4 | $1.31M | Buy |
4,463
+131
| +3% | +$38.3K | 0.18% | 80 |
|
|
2021
Q3 | $1.15M | Buy |
4,332
+626
| +17% | +$166K | 0.18% | 81 |
|
|
2021
Q2 | $1M | Buy |
3,706
+34
| +0.9% | +$9.18K | 0.16% | 94 |
|
|
2021
Q1 | $878K | Buy |
3,672
+2,233
| +155% | +$534K | 0.14% | 108 |
|
|
2020
Q4 | $323K | Buy |
+1,439
| New | +$323K | 0.08% | 100 |
|