Marion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
5,924
+48
| +0.8% | +$10.6K | 0.33% | 68 |
|
|
2025
Q1 | $1.28M | Buy |
5,876
+388
| +7% | +$84.4K | 0.34% | 67 |
|
|
2024
Q4 | $1.01M | Buy |
5,488
+156
| +3% | +$28.6K | 0.27% | 76 |
|
|
2024
Q3 | $1.24M | Buy |
5,332
+184
| +4% | +$42.8K | 0.33% | 69 |
|
|
2024
Q2 | $1M | Buy |
5,148
+196
| +4% | +$38.1K | 0.29% | 72 |
|
|
2024
Q1 | $978K | Buy |
4,952
+132
| +3% | +$26.1K | 0.29% | 71 |
|
|
2023
Q4 | $1.04M | Buy |
4,820
+1,499
| +45% | +$324K | 0.33% | 68 |
|
|
2023
Q3 | $546K | Buy |
3,321
+305
| +10% | +$50.2K | 0.19% | 81 |
|
|
2023
Q2 | $585K | Buy |
3,016
+91
| +3% | +$17.6K | 0.21% | 77 |
|
|
2023
Q1 | $598K | Buy |
2,925
+328
| +13% | +$67K | 0.22% | 77 |
|
|
2022
Q4 | $550K | Buy |
2,597
+306
| +13% | +$64.8K | 0.23% | 76 |
|
|
2022
Q3 | $492K | Buy |
2,291
+136
| +6% | +$29.2K | 0.25% | 73 |
|
|
2022
Q2 | $551K | Buy |
2,155
+767
| +55% | +$196K | 0.29% | 74 |
|
|
2022
Q1 | $349K | Buy |
1,388
+60
| +5% | +$15.1K | 0.17% | 82 |
|
|
2021
Q4 | $388K | Buy |
+1,328
| New | +$388K | 0.18% | 81 |
|