Palumbo Wealth Management’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 | $843K | Sell |
3,812
-768
| -17% | -$170K | 0.26% | 73 |
|
|
2025
Q1 | $997K | Buy |
4,580
+768
| +20% | +$167K | 0.33% | 58 |
|
|
2024
Q4 | $699K | Buy |
3,812
+98
| +3% | +$18K | 0.26% | 66 |
|
|
2024
Q3 | $864K | Buy |
3,714
+57
| +2% | +$13.3K | 0.34% | 62 |
|
|
2024
Q2 | $711K | Buy |
3,657
+595
| +19% | +$116K | 0.3% | 64 |
|
|
2024
Q1 | $605K | Buy |
3,062
+212
| +7% | +$41.9K | 0.27% | 67 |
|
|
2023
Q4 | $615K | Buy |
2,850
+261
| +10% | +$56.3K | 0.31% | 61 |
|
|
2023
Q3 | $426K | Sell |
2,589
-250
| -9% | -$41.1K | 0.23% | 73 |
|
|
2023
Q2 | $551K | Buy |
+2,839
| New | +$551K | 0.34% | 54 |
|