Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,173
| Closed | -$811K | – | 51 |
|
|
2024
Q2 | $811K | Sell |
4,173
-78
| -2% | -$15.2K | 0.5% | 39 |
|
|
2024
Q1 | $840K | Buy |
4,251
+2,222
| +110% | +$439K | 0.61% | 42 |
|
|
2023
Q4 | $438K | Buy |
2,029
+24
| +1% | +$5.18K | 0.39% | 45 |
|
|
2023
Q3 | $330K | Buy |
+2,005
| New | +$330K | 0.27% | 49 |
|
|
2021
Q1 | – | Sell |
-4,708
| Closed | -$1.06M | – | 46 |
|
|
2020
Q4 | $1.06M | Sell |
4,708
-1,506
| -24% | -$338K | 0.86% | 26 |
|
|
2020
Q3 | $1.5M | Sell |
6,214
-258
| -4% | -$62.4K | 1.33% | 23 |
|
|
2020
Q2 | $1.67M | Buy |
6,472
+444
| +7% | +$115K | 1.66% | 22 |
|
|
2020
Q1 | $1.31M | Sell |
6,028
-286
| -5% | -$62.3K | 1.6% | 23 |
|
|
2019
Q4 | $1.48M | Buy |
+6,314
| New | +$1.48M | 1.34% | 23 |
|