McClarren Financial 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 | – | Sell |
-170
| Closed | -$37K | – | 93 |
|
|
2025
Q1 | $37K | Hold |
170
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $31K | Buy |
170
+1
| +0.6% | +$182 | 0.09% | 106 |
|
|
2024
Q3 | $39 | Sell |
169
-219
| -56% | -$51 | ﹤0.01% | 132 |
|
|
2024
Q2 | $32K | Buy |
388
+261
| +206% | +$21.5K | 0.02% | 177 |
|
|
2024
Q1 | $25K | Sell |
127
-41
| -24% | -$8.07K | 0.02% | 192 |
|
|
2023
Q4 | $36K | Buy |
168
+2
| +1% | +$429 | 0.03% | 184 |
|
|
2023
Q3 | $27K | Buy |
+166
| New | +$27K | 0.02% | 186 |
|
|
2023
Q2 | – | Sell |
-162
| Closed | -$32K | – | 331 |
|
|
2023
Q1 | $32K | Hold |
162
| – | – | 0.03% | 171 |
|
|
2022
Q4 | $34K | Buy |
162
+1
| +0.6% | +$210 | 0.03% | 172 |
|
|
2022
Q3 | $34K | Buy |
+161
| New | +$34K | 0.03% | 161 |
|
|
2022
Q2 | – | Sell |
-159
| Closed | -$40K | – | 47 |
|
|
2022
Q1 | $40K | Sell |
159
-1
| -0.6% | -$252 | 0.03% | 140 |
|
|
2021
Q4 | $47K | Buy |
160
+3
| +2% | +$881 | 0.03% | 144 |
|
|
2021
Q3 | $41K | Buy |
157
+40
| +34% | +$10.4K | 0.03% | 129 |
|
|
2021
Q2 | $31K | Hold |
117
| – | – | 0.03% | 148 |
|
|
2021
Q1 | $28K | Buy |
117
+2
| +2% | +$479 | 0.03% | 136 |
|
|
2020
Q4 | $26K | Buy |
+115
| New | +$26K | 0.03% | 127 |
|