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 |
|