Meridian 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
$237K Sell
1,071
-37
-3% -$8.18K 0.01% 608
2025
Q1
$241K Buy
+1,108
New +$241K 0.01% 561
2024
Q4
Sell
-1,093
Closed -$254K 628
2024
Q3
$254K Buy
+1,093
New +$254K 0.01% 563
2024
Q1
Sell
-1,035
Closed -$223K 207
2023
Q4
$223K Buy
+1,035
New +$223K 0.01% 548
2023
Q3
Sell
-1,069
Closed -$207K 542
2023
Q2
$207K Sell
1,069
-28
-3% -$5.43K 0.02% 513
2023
Q1
$224K Buy
1,097
+41
+4% +$8.38K 0.02% 486
2022
Q4
$224K Sell
1,056
-19
-2% -$4.03K 0.02% 468
2022
Q3
$231K Sell
1,075
-623
-37% -$134K 0.02% 424
2022
Q2
$434K Buy
+1,698
New +$434K 0.04% 379
2022
Q1
Sell
-3,573
Closed -$1.05M 401
2021
Q4
$1.05M Sell
3,573
-69
-2% -$20.2K 0.11% 154
2021
Q3
$967K Buy
3,642
+25
+0.7% +$6.64K 0.12% 150
2021
Q2
$977K Buy
3,617
+5
+0.1% +$1.35K 0.12% 148
2021
Q1
$863K Sell
3,612
-21
-0.6% -$5.02K 0.13% 151
2020
Q4
$815K Sell
3,633
-242
-6% -$54.3K 0.13% 137
2020
Q3
$936K Sell
3,875
-201
-5% -$48.6K 0.23% 91
2020
Q2
$1.05M Sell
4,076
-2,147
-35% -$555K 0.35% 63
2020
Q1
$1.36M Buy
6,223
+2,000
+47% +$435K 0.6% 38
2019
Q4
$970K Buy
4,223
+23
+0.5% +$5.28K 0.47% 43
2019
Q3
$929K Buy
4,200
+49
+1% +$10.8K 0.44% 41
2019
Q2
$8.49K Buy
4,151
+18
+0.4% +$37 0.34% 46
2019
Q1
$814K Buy
4,133
+1,488
+56% +$293K 0.37% 55
2018
Q4
$418K Buy
2,645
+670
+34% +$106K 0.25% 82
2018
Q3
$287K Sell
1,975
-208
-10% -$30.2K 0.12% 136
2018
Q2
$315K Buy
2,183
+368
+20% +$53.1K 0.15% 132
2018
Q1
$264K Buy
1,815
+25
+1% +$3.64K 0.13% 145
2017
Q4
$245K Hold
1,790
0.15% 146
2017
Q3
$245K Buy
1,790
+230
+15% +$31.5K 0.16% 140
2017
Q2
$206K Buy
+1,560
New +$206K 0.13% 160