Perennial Investment Advisors’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 | $237K | Buy |
+1,072
| New | +$237K | 0.02% | 404 |
|
|
2022
Q3 | – | Sell |
-1,336
| Closed | -$342K | – | 205 |
|
|
2022
Q2 | $342K | Sell |
1,336
-1
| -0.1% | -$256 | 0.13% | 131 |
|
|
2022
Q1 | $336K | Buy |
1,337
+15
| +1% | +$3.77K | 0.11% | 152 |
|
|
2021
Q4 | $387K | Sell |
1,322
-9
| -0.7% | -$2.64K | 0.12% | 150 |
|
|
2021
Q3 | $352K | Buy |
1,331
+45
| +3% | +$11.9K | 0.12% | 150 |
|
|
2021
Q2 | $347K | Hold |
1,286
| – | – | 0.13% | 144 |
|
|
2021
Q1 | $307K | Buy |
+1,286
| New | +$307K | 0.12% | 142 |
|