Naviter Wealth’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 | $7.39M | Buy |
33,192
+3,033
| +10% | +$675K | 0.91% | 20 |
|
|
2025
Q1 | $6.5M | Sell |
30,159
-1,360
| -4% | -$293K | 0.79% | 26 |
|
|
2024
Q4 | $5.83M | Sell |
31,519
-1,583
| -5% | -$293K | 0.7% | 28 |
|
|
2024
Q3 | $7.7M | Sell |
33,102
-4,718
| -12% | -$1.1M | 1.07% | 17 |
|
|
2024
Q2 | $7.41M | Buy |
37,820
+38
| +0.1% | +$7.44K | 1.11% | 17 |
|
|
2024
Q1 | $7.47M | Sell |
37,782
-1,356
| -3% | -$268K | 1.22% | 16 |
|
|
2023
Q4 | $8.52M | Buy |
39,138
+12,410
| +46% | +$2.7M | 1.71% | 10 |
|
|
2023
Q3 | $4.4M | Buy |
26,728
+8,252
| +45% | +$1.36M | 1.06% | 15 |
|
|
2023
Q2 | $3.61M | Sell |
18,476
-1,059
| -5% | -$207K | 0.92% | 20 |
|
|
2023
Q1 | $3.99M | Sell |
19,535
-1,418
| -7% | -$290K | 1.4% | 11 |
|
|
2022
Q4 | $4.54M | Buy |
20,953
+4,349
| +26% | +$942K | 1.25% | 16 |
|
|
2022
Q3 | $3.57M | Buy |
16,604
+5,527
| +50% | +$1.19M | 1.45% | 12 |
|
|
2022
Q2 | $2.84M | Buy |
11,077
+3,086
| +39% | +$792K | 1.17% | 17 |
|
|
2022
Q1 | $2.01M | Sell |
7,991
-711
| -8% | -$179K | 0.67% | 41 |
|
|
2021
Q4 | $2.56M | Buy |
+8,702
| New | +$2.56M | 0.76% | 39 |
|