NewEdge 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 | $2.61M | Buy |
12,433
+474
| +4% | +$99.5K | 0.04% | 323 |
|
|
2025
Q1 | $2.6M | Sell |
11,959
-1,071
| -8% | -$233K | 0.05% | 298 |
|
|
2024
Q4 | $2.39M | Sell |
13,030
-2,647
| -17% | -$485K | 0.04% | 312 |
|
|
2024
Q3 | $3.65M | Buy |
15,677
+622
| +4% | +$145K | 0.07% | 253 |
|
|
2024
Q2 | $2.93M | Sell |
15,055
-1,281
| -8% | -$249K | 0.06% | 252 |
|
|
2024
Q1 | $2.93M | Buy |
16,336
+1,497
| +10% | +$269K | 0.07% | 252 |
|
|
2023
Q4 | $3.2M | Buy |
14,839
+835
| +6% | +$180K | 0.08% | 211 |
|
|
2023
Q3 | $2.3M | Sell |
14,004
-5,651
| -29% | -$929K | 0.07% | 227 |
|
|
2023
Q2 | $3.81M | Sell |
19,655
-20,780
| -51% | -$4.03M | 0.13% | 145 |
|
|
2023
Q1 | $8.26M | Sell |
40,435
-5,514
| -12% | -$1.13M | 0.31% | 88 |
|
|
2022
Q4 | $9.73M | Sell |
45,949
-158
| -0.3% | -$33.5K | 0.42% | 70 |
|
|
2022
Q3 | $9.9M | Buy |
46,107
+4,487
| +11% | +$963K | 0.47% | 60 |
|
|
2022
Q2 | $10.6M | Buy |
41,620
+11,484
| +38% | +$2.94M | 0.48% | 55 |
|
|
2022
Q1 | $7.57M | Buy |
30,136
+2,232
| +8% | +$561K | 0.34% | 80 |
|
|
2021
Q4 | $8.16M | Buy |
27,904
+644
| +2% | +$188K | 0.34% | 76 |
|
|
2021
Q3 | $7.24M | Buy |
27,260
+1,257
| +5% | +$334K | 0.43% | 62 |
|
|
2021
Q2 | $7.03M | Buy |
26,003
+1,435
| +6% | +$388K | 0.54% | 58 |
|
|
2021
Q1 | $5.87M | Buy |
24,568
+17,668
| +256% | +$4.22M | 0.58% | 56 |
|
|
2020
Q4 | $1.55M | Buy |
+6,900
| New | +$1.55M | 0.48% | 65 |
|