MGIA
Moneta Group Investment Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
7,683
+26
| +0.3% | +$5.75K | 0.02% | 244 |
|
|
2025
Q1 | $1.67M | Sell |
7,657
-42
| -0.5% | -$9.14K | 0.02% | 228 |
|
|
2024
Q4 | $1.41M | Sell |
7,699
-1,007
| -12% | -$185K | 0.02% | 249 |
|
|
2024
Q3 | $2.02M | Buy |
8,706
+601
| +7% | +$140K | 0.03% | 196 |
|
|
2024
Q2 | $1.58M | Sell |
8,105
-279
| -3% | -$54.2K | 0.03% | 213 |
|
|
2024
Q1 | $1.66M | Sell |
8,384
-96
| -1% | -$19K | 0.03% | 207 |
|
|
2023
Q4 | $1.83M | Sell |
8,480
-1,417
| -14% | -$306K | 0.04% | 180 |
|
|
2023
Q3 | $1.63M | Sell |
9,897
-868
| -8% | -$143K | 0.04% | 181 |
|
|
2023
Q2 | $2.09M | Buy |
10,765
+431
| +4% | +$83.6K | 0.05% | 161 |
|
|
2023
Q1 | $2.11M | Buy |
10,334
+647
| +7% | +$132K | 0.05% | 154 |
|
|
2022
Q4 | $2.16M | Sell |
9,687
-625
| -6% | -$140K | 0.06% | 140 |
|
|
2022
Q3 | $2.21M | Sell |
10,312
-1,085
| -10% | -$233K | 0.08% | 128 |
|
|
2022
Q2 | $2.91M | Buy |
11,397
+745
| +7% | +$190K | 0.1% | 120 |
|
|
2022
Q1 | $2.68M | Sell |
10,652
-131
| -1% | -$32.9K | 0.11% | 118 |
|
|
2021
Q4 | $3.15M | Hold |
10,783
| – | – | 0.13% | 106 |
|
|
2021
Q3 | $2.86M | Sell |
10,783
-152
| -1% | -$40.3K | 0.13% | 104 |
|
|
2021
Q2 | $2.95M | Buy |
10,935
+3,690
| +51% | +$997K | 0.14% | 111 |
|
|
2021
Q1 | $1.73M | Buy |
7,245
+1,649
| +29% | +$394K | 0.09% | 130 |
|
|
2020
Q4 | $1.26M | Buy |
5,596
+2,270
| +68% | +$509K | 0.09% | 130 |
|
|
2020
Q3 | $804K | Buy |
3,326
+325
| +11% | +$78.6K | 0.07% | 135 |
|
|
2020
Q2 | $776K | Buy |
3,001
+126
| +4% | +$32.6K | 0.07% | 124 |
|
|
2020
Q1 | $626K | Sell |
2,875
-1,215
| -30% | -$265K | 0.07% | 135 |
|
|
2019
Q4 | $940K | Buy |
4,090
+110
| +3% | +$25.3K | 0.08% | 123 |
|
|
2019
Q3 | $880K | Buy |
3,980
+1,226
| +45% | +$271K | 0.08% | 129 |
|
|
2019
Q2 | $563K | Buy |
2,754
+4
| +0.1% | +$818 | 0.06% | 152 |
|
|
2019
Q1 | $542K | Sell |
2,750
-171
| -6% | -$33.7K | 0.06% | 139 |
|
|
2018
Q4 | $462K | Sell |
2,921
-2
| -0.1% | -$316 | 0.06% | 145 |
|
|
2018
Q3 | $425K | Sell |
2,923
-249
| -8% | -$36.2K | 0.04% | 153 |
|
|
2018
Q2 | $457K | Buy |
3,172
+422
| +15% | +$60.8K | 0.05% | 181 |
|
|
2018
Q1 | $400K | Sell |
2,750
-3,104
| -53% | -$451K | 0.05% | 135 |
|
|
2017
Q4 | $835K | Sell |
5,854
-1,028
| -15% | -$147K | 0.13% | 81 |
|
|
2017
Q3 | $941K | Buy |
6,882
+3,132
| +84% | +$428K | 0.15% | 69 |
|
|
2017
Q2 | $496K | Hold |
3,750
| – | – | 0.08% | 125 |
|
|
2017
Q1 | $456K | Sell |
3,750
-226
| -6% | -$27.5K | 0.09% | 90 |
|
|
2016
Q4 | $420K | Buy |
3,976
+226
| +6% | +$23.9K | 0.09% | 103 |
|
|
2016
Q3 | $425K | Hold |
3,750
| – | – | 0.1% | 88 |
|
|
2016
Q2 | $426K | Sell |
3,750
-1,500
| -29% | -$170K | 0.09% | 119 |
|
|
2016
Q1 | $537K | Hold |
5,250
| – | – | 0.12% | 102 |
|
|
2015
Q4 | $509K | Buy |
5,250
+4,500
| +600% | +$436K | 0.13% | 77 |
|
|
2015
Q3 | $66K | Buy |
+750
| New | +$66K | 0.02% | 208 |
|