Patriot Financial Group Insurance Agency’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 | $1.02M | Buy |
4,607
+36
| +0.8% | +$7.96K | 0.12% | 208 |
|
|
2025
Q1 | $995K | Buy |
4,571
+40
| +0.9% | +$8.7K | 0.13% | 194 |
|
|
2024
Q4 | $831K | Buy |
4,531
+133
| +3% | +$24.4K | 0.11% | 208 |
|
|
2024
Q3 | $1.02M | Buy |
4,398
+1,071
| +32% | +$249K | 0.14% | 179 |
|
|
2024
Q2 | $647K | Buy |
3,327
+405
| +14% | +$78.7K | 0.1% | 233 |
|
|
2024
Q1 | $577K | Buy |
2,922
+1,176
| +67% | +$232K | 0.09% | 246 |
|
|
2023
Q4 | $377K | Sell |
1,746
-1,143
| -40% | -$247K | 0.07% | 290 |
|
|
2023
Q3 | $475K | Sell |
2,889
-102
| -3% | -$16.8K | 0.1% | 239 |
|
|
2023
Q2 | $580K | Sell |
2,991
-572
| -16% | -$111K | 0.11% | 214 |
|
|
2023
Q1 | $728K | Buy |
3,563
+148
| +4% | +$30.2K | 0.15% | 164 |
|
|
2022
Q4 | $724K | Buy |
3,415
+740
| +28% | +$157K | 0.1% | 146 |
|
|
2022
Q3 | $574K | Sell |
2,675
-147
| -5% | -$31.5K | 0.14% | 178 |
|
|
2022
Q2 | $721K | Sell |
2,822
-194
| -6% | -$49.6K | 0.15% | 146 |
|
|
2022
Q1 | $758K | Buy |
3,016
+75
| +3% | +$18.8K | 0.14% | 166 |
|
|
2021
Q4 | $860K | Buy |
2,941
+1,629
| +124% | +$476K | 0.14% | 152 |
|
|
2021
Q3 | $348K | Buy |
1,312
+38
| +3% | +$10.1K | 0.06% | 308 |
|
|
2021
Q2 | $344K | Buy |
1,274
+181
| +17% | +$48.9K | 0.06% | 304 |
|
|
2021
Q1 | $261K | Buy |
1,093
+9
| +0.8% | +$2.15K | 0.06% | 327 |
|
|
2020
Q4 | $243K | Sell |
1,084
-1,307
| -55% | -$293K | 0.06% | 305 |
|
|
2020
Q3 | $578K | Sell |
2,391
-258
| -10% | -$62.4K | 0.19% | 117 |
|
|
2020
Q2 | $685K | Buy |
2,649
+1,275
| +93% | +$330K | 0.26% | 91 |
|
|
2020
Q1 | $299K | Buy |
1,374
+1,118
| +437% | +$243K | 0.14% | 162 |
|
|
2019
Q4 | $59K | Sell |
256
-116
| -31% | -$26.7K | 0.02% | 443 |
|
|
2019
Q3 | $82K | Buy |
372
+21
| +6% | +$4.63K | 0.04% | 346 |
|
|
2019
Q2 | $72K | Buy |
+351
| New | +$72K | 0.03% | 374 |
|
|
2018
Q2 | – | Sell |
-46
| Closed | -$7K | – | 598 |
|
|
2018
Q1 | $7K | Hold |
46
| – | – | 0.01% | 652 |
|
|
2017
Q4 | $7K | Hold |
46
| – | – | 0.01% | 644 |
|
|
2017
Q3 | $6K | Hold |
46
| – | – | 0.01% | 654 |
|
|
2017
Q2 | $6K | Buy |
+46
| New | +$6K | 0.01% | 629 |
|