Meridian Wealth 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 | $200K | Sell |
906
-24
| -3% | -$5.31K | 0.03% | 174 |
|
|
2025
Q1 | $202K | Sell |
930
-3,514
| -79% | -$765K | 0.03% | 164 |
|
|
2024
Q4 | $815K | Sell |
4,444
-14,722
| -77% | -$2.7M | 0.13% | 87 |
|
|
2024
Q3 | $4.46M | Buy |
19,166
+2,978
| +18% | +$693K | 0.75% | 36 |
|
|
2024
Q2 | $3.15M | Buy |
16,188
+3,987
| +33% | +$775K | 0.56% | 42 |
|
|
2024
Q1 | $2.41M | Buy |
12,201
+268
| +2% | +$53K | 0.45% | 50 |
|
|
2023
Q4 | $2.58M | Sell |
11,933
-416
| -3% | -$89.8K | 0.56% | 45 |
|
|
2023
Q3 | $2.03M | Sell |
12,349
-1,069
| -8% | -$176K | 0.51% | 50 |
|
|
2023
Q2 | $2.6M | Buy |
13,418
+773
| +6% | +$150K | 0.63% | 45 |
|
|
2023
Q1 | $2.58M | Buy |
12,645
+1,962
| +18% | +$401K | 0.65% | 42 |
|
|
2022
Q4 | $2.26M | Buy |
10,683
+2,130
| +25% | +$451K | 0.58% | 46 |
|
|
2022
Q3 | $1.84M | Sell |
8,553
-1,942
| -19% | -$417K | 0.52% | 45 |
|
|
2022
Q2 | $2.68M | Buy |
10,495
+1,180
| +13% | +$302K | 0.71% | 36 |
|
|
2022
Q1 | $2.34M | Buy |
9,315
+884
| +10% | +$222K | 0.54% | 47 |
|
|
2021
Q4 | $2.47M | Buy |
8,431
+904
| +12% | +$264K | 0.6% | 44 |
|
|
2021
Q3 | $2M | Buy |
7,527
+275
| +4% | +$73K | 0.56% | 48 |
|
|
2021
Q2 | $1.96M | Buy |
7,252
+665
| +10% | +$180K | 0.55% | 46 |
|
|
2021
Q1 | $1.58M | Buy |
6,587
+1,636
| +33% | +$391K | 0.52% | 49 |
|
|
2020
Q4 | $1.11M | Buy |
4,951
+906
| +22% | +$203K | 0.41% | 53 |
|
|
2020
Q3 | $978K | Buy |
4,045
+393
| +11% | +$95K | 0.42% | 52 |
|
|
2020
Q2 | $944K | Buy |
3,652
+603
| +20% | +$156K | 0.44% | 51 |
|
|
2020
Q1 | $664K | Buy |
3,049
+525
| +21% | +$114K | 0.37% | 57 |
|
|
2019
Q4 | $580K | Buy |
2,524
+14
| +0.6% | +$3.22K | 0.23% | 82 |
|
|
2019
Q3 | $555K | Buy |
+2,510
| New | +$555K | 0.24% | 83 |
|
|
2019
Q1 | – | Sell |
-1,398
| Closed | -$168K | – | 139 |
|
|
2018
Q4 | $168K | Buy |
+1,398
| New | +$168K | 0.13% | 131 |
|