Phillips Wealth Planners’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 | $467K | Buy |
2,114
+176
| +9% | +$38.8K | 0.42% | 75 |
|
|
2025
Q1 | $413K | Buy |
+1,938
| New | +$413K | 0.44% | 76 |
|
|
2024
Q4 | – | Sell |
-1,857
| Closed | -$423K | – | 177 |
|
|
2024
Q3 | $423K | Buy |
1,857
+114
| +7% | +$25.9K | 0.4% | 83 |
|
|
2024
Q2 | $343K | Sell |
1,743
-31
| -2% | -$6.1K | 0.36% | 95 |
|
|
2024
Q1 | $306K | Sell |
1,774
-1,228
| -41% | -$211K | 0.35% | 105 |
|
|
2023
Q4 | $612K | Sell |
3,002
-163
| -5% | -$33.2K | 0.74% | 37 |
|
|
2023
Q3 | $505K | Buy |
3,165
+67
| +2% | +$10.7K | 0.68% | 48 |
|
|
2023
Q2 | $601K | Buy |
3,098
+1,182
| +62% | +$229K | 0.79% | 41 |
|
|
2023
Q1 | $382K | Buy |
+1,916
| New | +$382K | 0.51% | 73 |
|