Perigon 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 | $1.21M | Buy |
5,473
+419
| +8% | +$92.6K | 0.03% | 425 |
|
|
2025
Q1 | $1.1M | Buy |
5,054
+36
| +0.7% | +$7.83K | 0.03% | 430 |
|
|
2024
Q4 | $954K | Sell |
5,018
-978
| -16% | -$186K | 0.02% | 458 |
|
|
2024
Q3 | $1.39M | Buy |
5,996
+380
| +7% | +$88.4K | 0.04% | 349 |
|
|
2024
Q2 | $1.09M | Sell |
5,616
-749
| -12% | -$146K | 0.03% | 355 |
|
|
2024
Q1 | $1.26M | Sell |
6,365
-1,486
| -19% | -$294K | 0.04% | 320 |
|
|
2023
Q4 | $1.69M | Sell |
7,851
-1,435
| -15% | -$310K | 0.06% | 250 |
|
|
2023
Q3 | $1.53M | Sell |
9,286
-5
| -0.1% | -$822 | 0.06% | 241 |
|
|
2023
Q2 | $1.8M | Sell |
9,291
-273
| -3% | -$52.9K | 0.07% | 216 |
|
|
2023
Q1 | $1.95M | Sell |
9,564
-829
| -8% | -$169K | 0.11% | 182 |
|
|
2022
Q4 | $2.2M | Buy |
10,393
+7,802
| +301% | +$1.65M | 0.14% | 162 |
|
|
2022
Q3 | $556K | Buy |
2,591
+160
| +7% | +$34.3K | 0.05% | 310 |
|
|
2022
Q2 | $621K | Buy |
2,431
+357
| +17% | +$91.2K | 0.05% | 286 |
|
|
2022
Q1 | $521K | Sell |
2,074
-93
| -4% | -$23.4K | 0.04% | 350 |
|
|
2021
Q4 | $634K | Buy |
2,167
+513
| +31% | +$150K | 0.05% | 289 |
|
|
2021
Q3 | $439K | Buy |
1,654
+166
| +11% | +$44.1K | 0.04% | 330 |
|
|
2021
Q2 | $402K | Buy |
1,488
+97
| +7% | +$26.2K | 0.04% | 349 |
|
|
2021
Q1 | $333K | Buy |
1,391
+147
| +12% | +$35.2K | 0.03% | 369 |
|
|
2020
Q4 | $279K | Sell |
1,244
-3
| -0.2% | -$673 | 0.03% | 343 |
|
|
2020
Q3 | $301K | Buy |
1,247
+179
| +17% | +$43.2K | 0.04% | 294 |
|
|
2020
Q2 | $276K | Sell |
1,068
-134
| -11% | -$34.6K | 0.04% | 282 |
|
|
2020
Q1 | $312K | Buy |
+1,202
| New | +$312K | 0.06% | 228 |
|
|
2018
Q4 | – | Sell |
-1,894
| Closed | -$276K | – | 227 |
|
|
2018
Q3 | $276K | Sell |
1,894
-2,011
| -51% | -$293K | 0.07% | 186 |
|
|
2018
Q2 | $566K | Buy |
3,905
+1,844
| +89% | +$267K | 0.17% | 112 |
|
|
2018
Q1 | $300K | Buy |
2,061
+1,840
| +833% | +$268K | 0.11% | 127 |
|
|
2017
Q4 | $32K | Sell |
221
-3,035
| -93% | -$439K | 0.01% | 346 |
|
|
2017
Q3 | $447K | Sell |
3,256
-8,557
| -72% | -$1.17M | 0.15% | 118 |
|
|
2017
Q2 | $1.57M | Sell |
11,813
-126
| -1% | -$16.8K | 0.34% | 87 |
|
|
2017
Q1 | $1.45M | Buy |
11,939
+1,705
| +17% | +$207K | 0.31% | 96 |
|
|
2016
Q4 | $1.18M | Buy |
10,234
+5,681
| +125% | +$657K | 0.26% | 104 |
|
|
2016
Q3 | $517K | Buy |
4,553
+371
| +9% | +$42.1K | 0.13% | 145 |
|
|
2016
Q2 | $475K | Buy |
4,182
+1,743
| +71% | +$198K | 0.13% | 147 |
|
|
2016
Q1 | $428K | Hold |
2,439
| – | – | 0.13% | 115 |
|
|
2015
Q4 | $236K | Buy |
+2,439
| New | +$236K | 0.07% | 193 |
|
|
2015
Q1 | – | Sell |
-2,917
| Closed | -$288K | – | 214 |
|
|
2014
Q4 | $288K | Hold |
2,917
| – | – | 0.09% | 175 |
|
|
2014
Q3 | $273K | Buy |
+2,917
| New | +$273K | 0.08% | 168 |
|