Plante Moran Financial Advisors’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 | $33.2K | Sell |
150
-92
| -38% | -$20.3K | ﹤0.01% | 401 |
|
|
2025
Q1 | $52.7K | Hold |
242
| – | – | ﹤0.01% | 324 |
|
|
2024
Q4 | $44.4K | Hold |
242
| – | – | ﹤0.01% | 367 |
|
|
2024
Q3 | $56.3K | Sell |
242
-20
| -8% | -$4.65K | ﹤0.01% | 367 |
|
|
2024
Q2 | $50.9K | Buy |
262
+11
| +4% | +$2.14K | 0.01% | 336 |
|
|
2024
Q1 | $49.6K | Buy |
251
+141
| +128% | +$27.9K | 0.01% | 336 |
|
|
2023
Q4 | $23.7K | Sell |
110
-20
| -15% | -$4.32K | ﹤0.01% | 428 |
|
|
2023
Q3 | $21.4K | Buy |
130
+8
| +7% | +$1.32K | ﹤0.01% | 423 |
|
|
2023
Q2 | $23.7K | Sell |
122
-55
| -31% | -$10.7K | ﹤0.01% | 409 |
|
|
2023
Q1 | $36.2K | Hold |
177
| – | – | ﹤0.01% | 341 |
|
|
2022
Q4 | $37.5K | Hold |
177
| – | – | 0.01% | 350 |
|
|
2022
Q3 | $38K | Buy |
177
+43
| +32% | +$9.23K | 0.01% | 346 |
|
|
2022
Q2 | $34K | Buy |
134
+34
| +34% | +$8.63K | 0.01% | 364 |
|
|
2022
Q1 | $25K | Sell |
100
-34
| -25% | -$8.5K | ﹤0.01% | 444 |
|
|
2021
Q4 | $39K | Buy |
134
+20
| +18% | +$5.82K | 0.01% | 411 |
|
|
2021
Q3 | $30K | Sell |
114
-750
| -87% | -$197K | 0.01% | 469 |
|
|
2021
Q2 | $233K | Sell |
864
-213
| -20% | -$57.4K | 0.06% | 156 |
|
|
2021
Q1 | $257K | Sell |
1,077
-1,217
| -53% | -$290K | 0.07% | 140 |
|
|
2020
Q4 | $515K | Buy |
2,294
+1,732
| +308% | +$389K | 0.16% | 78 |
|
|
2020
Q3 | $136K | Buy |
562
+126
| +29% | +$30.5K | 0.05% | 201 |
|
|
2020
Q2 | $113K | Buy |
436
+153
| +54% | +$39.7K | 0.05% | 196 |
|
|
2020
Q1 | $62K | Buy |
283
+93
| +49% | +$20.4K | 0.03% | 236 |
|
|
2019
Q4 | $44K | Sell |
190
-204
| -52% | -$47.2K | 0.02% | 339 |
|
|
2019
Q3 | $87K | Sell |
394
-26
| -6% | -$5.74K | 0.03% | 255 |
|
|
2019
Q2 | $86K | Buy |
420
+107
| +34% | +$21.9K | 0.03% | 240 |
|
|
2019
Q1 | $62K | Sell |
313
-9
| -3% | -$1.78K | 0.02% | 284 |
|
|
2018
Q4 | $51K | Buy |
322
+7
| +2% | +$1.11K | 0.02% | 280 |
|
|
2018
Q3 | $46K | Sell |
315
-13
| -4% | -$1.9K | 0.02% | 309 |
|
|
2018
Q2 | $47K | Sell |
328
-179
| -35% | -$25.6K | 0.02% | 334 |
|
|
2018
Q1 | $74K | Sell |
507
-29
| -5% | -$4.23K | 0.04% | 274 |
|
|
2017
Q4 | $76K | Buy |
536
+26
| +5% | +$3.69K | 0.04% | 268 |
|
|
2017
Q3 | $70K | Sell |
510
-49
| -9% | -$6.73K | 0.04% | 248 |
|
|
2017
Q2 | $74K | Sell |
559
-79
| -12% | -$10.5K | 0.05% | 252 |
|
|
2017
Q1 | $78K | Buy |
638
+207
| +48% | +$25.3K | 0.05% | 243 |
|
|
2016
Q4 | $46K | Sell |
431
-56
| -11% | -$5.98K | 0.03% | 338 |
|
|
2016
Q3 | $55K | Buy |
487
+125
| +35% | +$14.1K | 0.04% | 294 |
|
|
2016
Q2 | $41K | Sell |
362
-600
| -62% | -$68K | 0.03% | 318 |
|
|
2016
Q1 | $98K | Sell |
962
-268
| -22% | -$27.3K | 0.08% | 179 |
|
|
2015
Q4 | $119K | Sell |
1,230
-3
| -0.2% | -$290 | 0.09% | 162 |
|
|
2015
Q3 | $108K | Sell |
1,233
-114
| -8% | -$9.99K | 0.09% | 165 |
|
|
2015
Q2 | $126K | Buy |
1,347
+71
| +6% | +$6.64K | 0.09% | 162 |
|
|
2015
Q1 | $120K | Hold |
1,276
| – | – | 0.08% | 165 |
|
|
2014
Q4 | $126K | Sell |
1,276
-630
| -33% | -$62.2K | 0.09% | 157 |
|
|
2014
Q3 | $178K | Buy |
1,906
+276
| +17% | +$25.8K | 0.16% | 105 |
|
|
2014
Q2 | $147K | Buy |
1,630
+1,618
| +13,483% | +$146K | 0.13% | 110 |
|
|
2014
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 575 |
|
|
2013
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 650 |
|
|
2013
Q3 | $1K | Sell |
12
-15
| -56% | -$1.25K | ﹤0.01% | 586 |
|
|
2013
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 530 |
|