Montag & Associates’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $126K | Hold |
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|
2025
Q2 | $145K | Buy |
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|
2025
Q1 | $97.6K | Buy |
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|
2024
Q4 | $82K | Sell |
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|
2024
Q3 | $2.92M | Buy |
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|
2024
Q2 | $86.8K | Buy |
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|
2024
Q1 | $87.3K | Buy |
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|
2023
Q4 | $45.5K | Buy |
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|
2023
Q3 | $22K | Hold |
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|
2023
Q2 | $26.2K | Hold |
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|
2023
Q1 | $27.4K | Sell |
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|
2022
Q4 | $35K | Sell |
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|
2022
Q3 | $43K | Hold |
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|
2022
Q2 | $51K | Sell |
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|
2022
Q1 | $59K | Hold |
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|
2021
Q4 | $69K | Buy |
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|
2021
Q3 | $53K | Buy |
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|
2021
Q2 | $35K | Hold |
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|
2021
Q1 | $31K | Hold |
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|
2020
Q4 | $29K | Buy |
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