One Charles Private Wealth Services’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $391K | Sell |
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|
2025
Q2 | $456K | Sell |
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|
2025
Q1 | $455K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $582K | Sell |
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|
2024
Q2 | $492K | Buy |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $505K | Buy |
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|
2023
Q1 | $522K | Buy |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $296K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $252K | Buy |
|