Napa 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 | $2.64M | Buy |
+11,963
| New | +$2.64M | 1.26% | 25 |
|
|
2024
Q4 | – | Sell |
-1,507
| Closed | -$350K | – | 174 |
|
|
2024
Q3 | $350K | Buy |
1,507
+182
| +14% | +$42.3K | 0.17% | 119 |
|
|
2024
Q2 | $258K | Sell |
1,325
-43
| -3% | -$8.36K | 0.17% | 91 |
|
|
2024
Q1 | $270K | Sell |
1,368
-9
| -0.7% | -$1.78K | 0.14% | 55 |
|
|
2023
Q4 | $297K | Buy |
+1,377
| New | +$297K | 0.16% | 91 |
|