Mosaic Financial Group’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 | $233K | Sell |
1,052
-22
| -2% | -$4.87K | 0.18% | 104 |
|
|
2025
Q1 | $234K | Sell |
1,074
-149
| -12% | -$32.5K | 0.19% | 104 |
|
|
2024
Q4 | $224K | Hold |
1,223
| – | – | 0.16% | 107 |
|
|
2024
Q3 | $284K | Hold |
1,223
| – | – | 0.2% | 92 |
|
|
2024
Q2 | $238K | Buy |
1,223
+34
| +3% | +$6.62K | 0.17% | 106 |
|
|
2024
Q1 | $235K | Buy |
+1,189
| New | +$235K | 0.19% | 104 |
|