Modera 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 | $456K | Buy |
2,062
+121
| +6% | +$26.7K | 0.01% | 464 |
|
|
2025
Q1 | $422K | Sell |
1,941
-5
| -0.3% | -$1.09K | 0.01% | 459 |
|
|
2024
Q4 | $357K | Sell |
1,946
-92
| -5% | -$16.9K | ﹤0.01% | 486 |
|
|
2024
Q3 | $474K | Sell |
2,038
-127
| -6% | -$29.5K | 0.01% | 423 |
|
|
2024
Q2 | $421K | Buy |
2,165
+449
| +26% | +$87.3K | 0.01% | 419 |
|
|
2024
Q1 | $339K | Buy |
1,716
+8
| +0.5% | +$1.58K | 0.01% | 458 |
|
|
2023
Q4 | $369K | Sell |
1,708
-139
| -8% | -$30K | 0.01% | 427 |
|
|
2023
Q3 | $304K | Sell |
1,847
-174
| -9% | -$28.6K | 0.01% | 449 |
|
|
2023
Q2 | $392K | Buy |
2,021
+464
| +30% | +$90K | 0.01% | 420 |
|
|
2023
Q1 | $318K | Sell |
1,557
-19
| -1% | -$3.88K | 0.01% | 279 |
|
|
2022
Q4 | $334K | Sell |
1,576
-11
| -0.7% | -$2.33K | 0.01% | 267 |
|
|
2022
Q3 | $341K | Sell |
1,587
-72
| -4% | -$15.5K | 0.02% | 226 |
|
|
2022
Q2 | $424K | Buy |
1,659
+26
| +2% | +$6.65K | 0.02% | 215 |
|
|
2022
Q1 | $410K | Buy |
1,633
+189
| +13% | +$47.5K | 0.02% | 233 |
|
|
2021
Q4 | $422K | Buy |
1,444
+604
| +72% | +$177K | 0.02% | 316 |
|
|
2021
Q3 | $223K | Buy |
840
+21
| +3% | +$5.58K | 0.01% | 245 |
|
|
2021
Q2 | $221K | Sell |
819
-43
| -5% | -$11.6K | 0.01% | 225 |
|
|
2021
Q1 | $206K | Buy |
+862
| New | +$206K | 0.01% | 221 |
|
|
2020
Q4 | – | Sell |
-833
| Closed | -$201K | – | 241 |
|
|
2020
Q3 | $201K | Sell |
833
-104
| -11% | -$25.1K | 0.03% | 156 |
|
|
2020
Q2 | $242K | Sell |
937
-45
| -5% | -$11.6K | 0.04% | 137 |
|
|
2020
Q1 | $214K | Buy |
982
+45
| +5% | +$9.81K | 0.04% | 136 |
|
|
2019
Q4 | $215K | Sell |
937
-16
| -2% | -$3.67K | 0.03% | 140 |
|
|
2019
Q3 | $211K | Buy |
+953
| New | +$211K | 0.04% | 137 |
|
|
2019
Q2 | – | Sell |
-1,087
| Closed | -$214K | – | 146 |
|
|
2019
Q1 | $214K | Buy |
+1,087
| New | +$214K | 0.04% | 134 |
|