Optimum 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 | – | Sell |
-9
| Closed | -$1.96K | – | 614 |
|
|
2025
Q1 | $1.96K | Buy |
+9
| New | +$1.96K | ﹤0.01% | 595 |
|
|
2023
Q4 | – | Sell |
-17
| Closed | -$2.8K | – | 640 |
|
|
2023
Q3 | $2.8K | Hold |
17
| – | – | ﹤0.01% | 639 |
|
|
2023
Q2 | $3.3K | Hold |
17
| – | – | ﹤0.01% | 636 |
|
|
2023
Q1 | $3.47K | Hold |
17
| – | – | ﹤0.01% | 644 |
|
|
2022
Q4 | $3.6K | Hold |
17
| – | – | ﹤0.01% | 644 |
|
|
2022
Q3 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 665 |
|
|
2015
Q1 | $56K | Hold |
600
| – | – | 0.02% | 486 |
|
|
2014
Q4 | $59K | Hold |
600
| – | – | 0.02% | 463 |
|
|
2014
Q3 | $56K | Hold |
600
| – | – | 0.02% | 457 |
|
|
2014
Q2 | $54K | Hold |
600
| – | – | 0.02% | 473 |
|
|
2014
Q1 | $49K | Hold |
600
| – | – | 0.02% | 402 |
|
|
2013
Q4 | $48K | Buy |
600
+300
| +100% | +$24K | 0.02% | 399 |
|
|
2013
Q3 | $22K | Buy |
+300
| New | +$22K | 0.01% | 476 |
|