Pasadena Private Wealth’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 | $328K | Hold |
1,484
| – | – | 0.06% | 140 |
|
|
2025
Q1 | $323K | Buy |
+1,484
| New | +$323K | 0.06% | 138 |
|
|
2024
Q4 | – | Sell |
-1,058
| Closed | -$246K | – | 148 |
|
|
2024
Q3 | $246K | Sell |
1,058
-257
| -20% | -$59.8K | 0.05% | 125 |
|
|
2024
Q2 | $256K | Sell |
1,315
-29
| -2% | -$5.64K | 0.06% | 116 |
|
|
2024
Q1 | $266K | Buy |
1,344
+121
| +10% | +$23.9K | 0.06% | 118 |
|
|
2023
Q4 | $264K | Buy |
+1,223
| New | +$264K | 0.06% | 120 |
|
|
2023
Q3 | – | Sell |
-1,115
| Closed | -$216K | – | 99 |
|
|
2023
Q2 | $216K | Hold |
1,115
| – | – | 0.06% | 93 |
|
|
2023
Q1 | $228K | Hold |
1,115
| – | – | 0.07% | 82 |
|
|
2022
Q4 | $236K | Sell |
1,115
-281
| -20% | -$59.5K | 0.07% | 81 |
|
|
2022
Q3 | $300K | Buy |
1,396
+81
| +6% | +$17.4K | 0.11% | 61 |
|
|
2022
Q2 | $336K | Hold |
1,315
| – | – | 0.12% | 57 |
|
|
2022
Q1 | $330K | Buy |
1,315
+20
| +2% | +$5.02K | 0.11% | 61 |
|
|
2021
Q4 | $379K | Buy |
+1,295
| New | +$379K | 0.12% | 61 |
|