Montag & Associates’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 | $145K | Buy |
650
+202
| +45% | +$45K | 0.01% | 432 |
|
|
2025
Q1 | $97.6K | Buy |
448
+5
| +1% | +$1.09K | ﹤0.01% | 502 |
|
|
2024
Q4 | $82K | Sell |
443
-12,125
| -96% | -$2.24M | ﹤0.01% | 532 |
|
|
2024
Q3 | $2.92M | Buy |
12,568
+12,125
| +2,737% | +$2.82M | 0.14% | 147 |
|
|
2024
Q2 | $86.8K | Buy |
443
+1
| +0.2% | +$196 | ﹤0.01% | 509 |
|
|
2024
Q1 | $87.3K | Buy |
442
+233
| +111% | +$46K | ﹤0.01% | 502 |
|
|
2023
Q4 | $45.5K | Buy |
209
+75
| +56% | +$16.3K | ﹤0.01% | 592 |
|
|
2023
Q3 | $22K | Hold |
134
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $26.2K | Hold |
134
| – | – | ﹤0.01% | 642 |
|
|
2023
Q1 | $27.4K | Sell |
134
-30
| -18% | -$6.13K | ﹤0.01% | 631 |
|
|
2022
Q4 | $35K | Sell |
164
-36
| -18% | -$7.68K | ﹤0.01% | 599 |
|
|
2022
Q3 | $43K | Hold |
200
| – | – | ﹤0.01% | 561 |
|
|
2022
Q2 | $51K | Sell |
200
-35
| -15% | -$8.93K | ﹤0.01% | 524 |
|
|
2022
Q1 | $59K | Hold |
235
| – | – | ﹤0.01% | 532 |
|
|
2021
Q4 | $69K | Buy |
235
+35
| +18% | +$10.3K | ﹤0.01% | 530 |
|
|
2021
Q3 | $53K | Buy |
200
+70
| +54% | +$18.6K | ﹤0.01% | 555 |
|
|
2021
Q2 | $35K | Hold |
130
| – | – | ﹤0.01% | 592 |
|
|
2021
Q1 | $31K | Hold |
130
| – | – | ﹤0.01% | 613 |
|
|
2020
Q4 | $29K | Buy |
+130
| New | +$29K | ﹤0.01% | 595 |
|