Obermeyer Wealth Partners’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,149
| Closed | -$223K | – | 261 |
|
|
2024
Q2 | $223K | Sell |
1,149
-53
| -4% | -$10.3K | 0.01% | 224 |
|
|
2024
Q1 | $238K | Buy |
1,202
+53
| +5% | +$10.5K | 0.01% | 221 |
|
|
2023
Q4 | $248K | Buy |
+1,149
| New | +$248K | 0.02% | 189 |
|
|
2023
Q3 | – | Sell |
-1,149
| Closed | -$223K | – | 215 |
|
|
2023
Q2 | $223K | Hold |
1,149
| – | – | 0.02% | 197 |
|
|
2023
Q1 | $235K | Sell |
1,149
-85
| -7% | -$17.4K | 0.02% | 190 |
|
|
2022
Q4 | $261K | Hold |
1,234
| – | – | 0.02% | 181 |
|
|
2022
Q3 | $265K | Hold |
1,234
| – | – | 0.02% | 163 |
|
|
2022
Q2 | $315K | Hold |
1,234
| – | – | 0.02% | 140 |
|
|
2022
Q1 | $310K | Hold |
1,234
| – | – | 0.02% | 169 |
|
|
2021
Q4 | $361K | Sell |
1,234
-33
| -3% | -$9.65K | 0.02% | 150 |
|
|
2021
Q3 | $336K | Buy |
1,267
+211
| +20% | +$56K | 0.02% | 155 |
|
|
2021
Q2 | $285K | Buy |
1,056
+6
| +0.6% | +$1.62K | 0.02% | 175 |
|
|
2021
Q1 | $251K | Hold |
1,050
| – | – | 0.02% | 176 |
|
|
2020
Q4 | $236K | Sell |
1,050
-146
| -12% | -$32.8K | 0.02% | 136 |
|
|
2020
Q3 | $289K | Sell |
1,196
-107
| -8% | -$25.9K | 0.02% | 116 |
|
|
2020
Q2 | $337K | Buy |
1,303
+28
| +2% | +$7.24K | 0.03% | 100 |
|
|
2020
Q1 | $278K | Buy |
+1,275
| New | +$278K | 0.03% | 95 |
|