Orion Portfolio Solutions’s American Tower AMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$3.64M Buy
16,721
+399
+2% +$86.8K 0.04% 453
2024
Q4
$2.99M Buy
16,322
+648
+4% +$119K 0.03% 514
2024
Q3
$3.65M Sell
15,674
-656
-4% -$153K 0.04% 430
2024
Q2
$3.17M Sell
16,330
-869
-5% -$169K 0.03% 454
2024
Q1
$3.4M Buy
17,199
+3,381
+24% +$668K 0.04% 434
2023
Q4
$2.99M Buy
13,818
+438
+3% +$94.6K 0.03% 445
2023
Q3
$2.2M Sell
13,380
-1,854
-12% -$305K 0.03% 573
2023
Q2
$2.95M Sell
15,234
-1,309
-8% -$254K 0.03% 491
2023
Q1
$3.38M Buy
16,543
+13,229
+399% +$2.7M 0.04% 381
2022
Q4
$702K Buy
3,314
+333
+11% +$70.5K 0.02% 397
2022
Q3
$640K Buy
2,981
+397
+15% +$85.2K 0.03% 346
2022
Q2
$660K Buy
2,584
+150
+6% +$38.3K 0.03% 336
2022
Q1
$611K Buy
2,434
+258
+12% +$64.8K 0.02% 374
2021
Q4
$637K Sell
2,176
-21
-1% -$6.15K 0.02% 362
2021
Q3
$583K Buy
2,197
+360
+20% +$95.5K 0.02% 352
2021
Q2
$496K Buy
1,837
+33
+2% +$8.91K 0.02% 367
2021
Q1
$431K Buy
1,804
+80
+5% +$19.1K 0.02% 346
2020
Q4
$387K Sell
1,724
-247
-13% -$55.4K 0.02% 334
2020
Q3
$476K Buy
1,971
+221
+13% +$53.4K 0.02% 277
2020
Q2
$452K Buy
1,750
+283
+19% +$73.1K 0.02% 258
2020
Q1
$319K Buy
1,467
+49
+3% +$10.7K 0.02% 255
2019
Q4
$326K Buy
+1,418
New +$326K 0.03% 257