OA
Operose Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2K | Sell |
150
-32
| -18% | -$7.07K | 0.01% | 262 |
|
|
2025
Q1 | $39.6K | Hold |
182
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $33.4K | Sell |
182
-90
| -33% | -$16.5K | 0.01% | 240 |
|
|
2024
Q3 | $63.3K | Buy |
272
+62
| +30% | +$14.4K | 0.02% | 241 |
|
|
2024
Q2 | $40.8K | Hold |
210
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $41.5K | Hold |
210
| – | – | 0.01% | 269 |
|
|
2023
Q4 | $45.3K | Sell |
210
-130
| -38% | -$28.1K | 0.02% | 232 |
|
|
2023
Q3 | $55.9K | Buy |
340
+190
| +127% | +$31.2K | 0.02% | 291 |
|
|
2023
Q2 | $29.1K | Hold |
150
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $30.7K | Hold |
150
| – | – | 0.02% | 192 |
|
|
2022
Q4 | $31.8K | Hold |
150
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $32K | Hold |
150
| – | – | 0.02% | 181 |
|
|
2022
Q2 | $38K | Hold |
150
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $38K | Hold |
150
| – | – | 0.03% | 168 |
|
|
2021
Q4 | $44K | Buy |
+150
| New | +$44K | 0.04% | 148 |
|