Personal CFO Solutions’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
1,929
+262
| +16% | +$57.9K | 0.08% | 250 |
|
|
2025
Q1 | $363K | Sell |
1,667
-82
| -5% | -$17.8K | 0.07% | 266 |
|
|
2024
Q4 | $321K | Buy |
1,749
+276
| +19% | +$50.6K | 0.06% | 300 |
|
|
2024
Q3 | $343K | Sell |
1,473
-31
| -2% | -$7.21K | 0.05% | 364 |
|
|
2024
Q2 | $292K | Sell |
1,504
-39
| -3% | -$7.58K | 0.04% | 393 |
|
|
2024
Q1 | $305K | Buy |
1,543
+24
| +2% | +$4.75K | 0.05% | 390 |
|
|
2023
Q4 | $328K | Buy |
1,519
+14
| +0.9% | +$3.02K | 0.06% | 348 |
|
|
2023
Q3 | $248K | Buy |
1,505
+106
| +8% | +$17.4K | 0.05% | 377 |
|
|
2023
Q2 | $271K | Sell |
1,399
-31
| -2% | -$6.01K | 0.06% | 358 |
|
|
2023
Q1 | $292K | Buy |
1,430
+15
| +1% | +$3.06K | 0.06% | 319 |
|
|
2022
Q4 | $300K | Sell |
1,415
-57
| -4% | -$12.1K | 0.06% | 297 |
|
|
2022
Q3 | $316K | Buy |
1,472
+3
| +0.2% | +$644 | 0.08% | 244 |
|
|
2022
Q2 | $375K | Buy |
1,469
+47
| +3% | +$12K | 0.09% | 213 |
|
|
2022
Q1 | $357K | Buy |
1,422
+46
| +3% | +$11.5K | 0.07% | 277 |
|
|
2021
Q4 | $402K | Buy |
1,376
+31
| +2% | +$9.06K | 0.08% | 243 |
|
|
2021
Q3 | $357K | Sell |
1,345
-15
| -1% | -$3.98K | 0.07% | 245 |
|
|
2021
Q2 | $367K | Buy |
1,360
+220
| +19% | +$59.4K | 0.08% | 239 |
|
|
2021
Q1 | $272K | Buy |
1,140
+58
| +5% | +$13.8K | 0.06% | 289 |
|
|
2020
Q4 | $243K | Buy |
1,082
+178
| +20% | +$40K | 0.06% | 303 |
|
|
2020
Q3 | $0 | Sell |
904
-156
| -15% | – | ﹤0.01% | 143 |
|
|
2020
Q2 | $274K | Sell |
1,060
-2
| -0.2% | -$517 | 0.08% | 221 |
|
|
2020
Q1 | $231K | Buy |
1,062
+113
| +12% | +$24.6K | 0.08% | 213 |
|
|
2019
Q4 | $218K | Buy |
+949
| New | +$218K | 0.06% | 298 |
|