Mission 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 | $716K | Buy |
3,239
+191
| +6% | +$42.2K | 0.02% | 376 |
|
|
2025
Q1 | $663K | Buy |
3,048
+953
| +45% | +$207K | 0.02% | 368 |
|
|
2024
Q4 | $384K | Sell |
2,095
-26
| -1% | -$4.77K | 0.01% | 474 |
|
|
2024
Q3 | $493K | Buy |
2,121
+27
| +1% | +$6.28K | 0.01% | 414 |
|
|
2024
Q2 | $407K | Buy |
2,094
+295
| +16% | +$57.3K | 0.01% | 436 |
|
|
2024
Q1 | $356K | Buy |
1,799
+76
| +4% | +$15K | 0.01% | 489 |
|
|
2023
Q4 | $372K | Sell |
1,723
-363
| -17% | -$78.4K | 0.01% | 416 |
|
|
2023
Q3 | $343K | Buy |
2,086
+189
| +10% | +$31.1K | 0.01% | 406 |
|
|
2023
Q2 | $368K | Sell |
1,897
-50
| -3% | -$9.7K | 0.01% | 397 |
|
|
2023
Q1 | $398K | Sell |
1,947
-22
| -1% | -$4.5K | 0.02% | 372 |
|
|
2022
Q4 | $417K | Buy |
1,969
+166
| +9% | +$35.2K | 0.02% | 342 |
|
|
2022
Q3 | $387K | Sell |
1,803
-14
| -0.8% | -$3.01K | 0.02% | 327 |
|
|
2022
Q2 | $464K | Buy |
1,817
+256
| +16% | +$65.4K | 0.02% | 301 |
|
|
2022
Q1 | $392K | Sell |
1,561
-33
| -2% | -$8.29K | 0.02% | 348 |
|
|
2021
Q4 | $466K | Buy |
1,594
+92
| +6% | +$26.9K | 0.02% | 306 |
|
|
2021
Q3 | $399K | Buy |
1,502
+143
| +11% | +$38K | 0.02% | 325 |
|
|
2021
Q2 | $367K | Buy |
1,359
+220
| +19% | +$59.4K | 0.02% | 340 |
|
|
2021
Q1 | $272K | Sell |
1,139
-21
| -2% | -$5.02K | 0.02% | 379 |
|
|
2020
Q4 | $260K | Sell |
1,160
-88
| -7% | -$19.7K | 0.02% | 355 |
|
|
2020
Q3 | $302K | Buy |
1,248
+100
| +9% | +$24.2K | 0.02% | 275 |
|
|
2020
Q2 | $297K | Sell |
1,148
-112
| -9% | -$29K | 0.03% | 257 |
|
|
2020
Q1 | $274K | Sell |
1,260
-31
| -2% | -$6.74K | 0.03% | 226 |
|
|
2019
Q4 | $297K | Buy |
1,291
+109
| +9% | +$25.1K | 0.03% | 255 |
|
|
2019
Q3 | $261K | Buy |
1,182
+15
| +1% | +$3.31K | 0.03% | 257 |
|
|
2019
Q2 | $239K | Buy |
1,167
+28
| +2% | +$5.73K | 0.03% | 271 |
|
|
2019
Q1 | $224K | Buy |
+1,139
| New | +$224K | 0.03% | 285 |
|
|
2018
Q2 | – | Sell |
-2,034
| Closed | -$296K | – | 268 |
|
|
2018
Q1 | $296K | Buy |
2,034
+120
| +6% | +$17.5K | 0.05% | 163 |
|
|
2017
Q4 | $273K | Sell |
1,914
-275
| -13% | -$39.2K | 0.05% | 163 |
|
|
2017
Q3 | $299K | Buy |
2,189
+221
| +11% | +$30.2K | 0.05% | 140 |
|
|
2017
Q2 | $260K | Sell |
1,968
-21
| -1% | -$2.77K | 0.05% | 147 |
|
|
2017
Q1 | $242K | Buy |
+1,989
| New | +$242K | 0.05% | 157 |
|