Pinnacle Wealth Planning Services’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 | $243K | Buy |
+1,101
| New | +$243K | 0.03% | 361 |
|
|
2024
Q4 | – | Sell |
-1,385
| Closed | -$322K | – | 399 |
|
|
2024
Q3 | $322K | Buy |
1,385
+337
| +32% | +$78.4K | 0.04% | 288 |
|
|
2024
Q2 | $204K | Sell |
1,048
-433
| -29% | -$84.2K | 0.03% | 423 |
|
|
2024
Q1 | $293K | Sell |
1,481
-11
| -0.7% | -$2.17K | 0.04% | 301 |
|
|
2023
Q4 | $322K | Buy |
+1,492
| New | +$322K | 0.05% | 253 |
|
|
2023
Q1 | – | Sell |
-1,715
| Closed | -$363K | – | 472 |
|
|
2022
Q4 | $363K | Sell |
1,715
-389
| -18% | -$82.4K | 0.06% | 221 |
|
|
2022
Q3 | $452K | Sell |
2,104
-6
| -0.3% | -$1.29K | 0.08% | 155 |
|
|
2022
Q2 | $539K | Buy |
2,110
+388
| +23% | +$99.1K | 0.1% | 143 |
|
|
2022
Q1 | $433K | Buy |
1,722
+132
| +8% | +$33.2K | 0.08% | 189 |
|
|
2021
Q4 | $465K | Buy |
1,590
+141
| +10% | +$41.2K | 0.09% | 160 |
|
|
2021
Q3 | $385K | Buy |
1,449
+36
| +3% | +$9.57K | 0.09% | 191 |
|
|
2021
Q2 | $382K | Buy |
1,413
+12
| +0.9% | +$3.24K | 0.09% | 182 |
|
|
2021
Q1 | $335K | Buy |
1,401
+140
| +11% | +$33.5K | 0.09% | 198 |
|
|
2020
Q4 | $283K | Sell |
1,261
-133
| -10% | -$29.8K | 0.07% | 207 |
|
|
2020
Q3 | $337K | Sell |
1,394
-3
| -0.2% | -$725 | 0.11% | 140 |
|
|
2020
Q2 | $362K | Sell |
1,397
-295
| -17% | -$76.4K | 0.12% | 138 |
|
|
2020
Q1 | $368K | Buy |
1,692
+516
| +44% | +$112K | 0.17% | 114 |
|
|
2019
Q4 | $270K | Buy |
1,176
+174
| +17% | +$39.9K | 0.13% | 165 |
|
|
2019
Q3 | $221K | Buy |
+1,002
| New | +$221K | 0.12% | 164 |
|