OneDigital Investment Advisors’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 | $1.88M | Sell |
8,501
-389
| -4% | -$86K | 0.02% | 447 |
|
|
2025
Q1 | $1.93M | Sell |
8,890
-242
| -3% | -$52.7K | 0.02% | 415 |
|
|
2024
Q4 | $1.67M | Sell |
9,132
-296
| -3% | -$54.3K | 0.02% | 464 |
|
|
2024
Q3 | $2.19M | Sell |
9,428
-219
| -2% | -$50.9K | 0.03% | 417 |
|
|
2024
Q2 | $1.88M | Buy |
9,647
+2,831
| +42% | +$550K | 0.02% | 437 |
|
|
2024
Q1 | $1.35M | Sell |
6,816
-2,531
| -27% | -$500K | 0.02% | 423 |
|
|
2023
Q4 | $2.02M | Buy |
9,347
+3,007
| +47% | +$649K | 0.04% | 311 |
|
|
2023
Q3 | $1.04M | Sell |
6,340
-340
| -5% | -$55.9K | 0.02% | 413 |
|
|
2023
Q2 | $1.3M | Buy |
6,680
+350
| +6% | +$67.9K | 0.03% | 358 |
|
|
2023
Q1 | $1.29M | Buy |
6,330
+773
| +14% | +$158K | 0.03% | 346 |
|
|
2022
Q4 | $1.18M | Buy |
5,557
+886
| +19% | +$188K | 0.03% | 324 |
|
|
2022
Q3 | $1M | Buy |
4,671
+688
| +17% | +$148K | 0.04% | 291 |
|
|
2022
Q2 | $1.02M | Buy |
3,983
+204
| +5% | +$52.1K | 0.04% | 252 |
|
|
2022
Q1 | $949K | Buy |
3,779
+1,477
| +64% | +$371K | 0.04% | 283 |
|
|
2021
Q4 | $673K | Sell |
2,302
-1,129
| -33% | -$330K | 0.02% | 347 |
|
|
2021
Q3 | $911K | Buy |
3,431
+746
| +28% | +$198K | 0.04% | 286 |
|
|
2021
Q2 | $725K | Buy |
2,685
+127
| +5% | +$34.3K | 0.03% | 320 |
|
|
2021
Q1 | $611K | Sell |
2,558
-549
| -18% | -$131K | 0.03% | 334 |
|
|
2020
Q4 | $697K | Buy |
3,107
+35
| +1% | +$7.85K | 0.04% | 283 |
|
|
2020
Q3 | $743K | Buy |
3,072
+655
| +27% | +$158K | 0.05% | 233 |
|
|
2020
Q2 | $625K | Buy |
2,417
+160
| +7% | +$41.4K | 0.05% | 265 |
|
|
2020
Q1 | $492K | Buy |
2,257
+676
| +43% | +$147K | 0.04% | 279 |
|
|
2019
Q4 | $363K | Sell |
1,581
-129
| -8% | -$29.6K | 0.03% | 364 |
|
|
2019
Q3 | $378K | Sell |
1,710
-504
| -23% | -$111K | 0.03% | 330 |
|
|
2019
Q2 | $452K | Buy |
2,214
+1,394
| +170% | +$285K | 0.04% | 271 |
|
|
2019
Q1 | $162K | Buy |
820
+58
| +8% | +$11.5K | 0.02% | 307 |
|
|
2018
Q4 | $121K | Sell |
762
-56
| -7% | -$8.89K | 0.02% | 312 |
|
|
2018
Q3 | $119K | Sell |
818
-351
| -30% | -$51.1K | 0.03% | 254 |
|
|
2018
Q2 | $168K | Buy |
1,169
+121
| +12% | +$17.4K | 0.04% | 243 |
|
|
2018
Q1 | $152K | Sell |
1,048
-380
| -27% | -$55.1K | 0.03% | 267 |
|
|
2017
Q4 | $203K | Buy |
1,428
+483
| +51% | +$68.7K | 0.02% | 231 |
|
|
2017
Q3 | $129K | Buy |
945
+2
| +0.2% | +$273 | 0.05% | 190 |
|
|
2017
Q2 | $125K | Buy |
+943
| New | +$125K | 0.04% | 268 |
|