Prio Wealth Limited Partnership’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 | $394K | Buy |
1,693
+430
| +34% | +$100K | 0.01% | 210 |
|
|
2024
Q2 | $246K | Sell |
1,263
-296
| -19% | -$57.5K | 0.01% | 233 |
|
|
2024
Q1 | $308K | Buy |
1,559
+68
| +5% | +$13.4K | 0.01% | 228 |
|
|
2023
Q4 | $322K | Sell |
1,491
-42
| -3% | -$9.07K | 0.01% | 212 |
|
|
2023
Q3 | $252K | Buy |
1,533
+7
| +0.5% | +$1.15K | 0.01% | 226 |
|
|
2023
Q2 | $296K | Sell |
1,526
-615
| -29% | -$119K | 0.01% | 217 |
|
|
2023
Q1 | $437K | Hold |
2,141
| – | – | 0.02% | 190 |
|
|
2022
Q4 | $454K | Sell |
2,141
-151
| -7% | -$32K | 0.02% | 187 |
|
|
2022
Q3 | $492K | Sell |
2,292
-10
| -0.4% | -$2.15K | 0.02% | 180 |
|
|
2022
Q2 | $588K | Hold |
2,302
| – | – | 0.02% | 170 |
|
|
2022
Q1 | $578K | Sell |
2,302
-3
| -0.1% | -$753 | 0.02% | 181 |
|
|
2021
Q4 | $674K | Buy |
2,305
+3
| +0.1% | +$877 | 0.02% | 173 |
|
|
2021
Q3 | $611K | Buy |
2,302
+144
| +7% | +$38.2K | 0.02% | 174 |
|
|
2021
Q2 | $583K | Sell |
2,158
-52
| -2% | -$14K | 0.02% | 178 |
|
|
2021
Q1 | $528K | Sell |
2,210
-8
| -0.4% | -$1.91K | 0.02% | 179 |
|
|
2020
Q4 | $498K | Sell |
2,218
-780
| -26% | -$175K | 0.02% | 185 |
|
|
2020
Q3 | $725K | Buy |
2,998
+149
| +5% | +$36K | 0.03% | 151 |
|
|
2020
Q2 | $737K | Buy |
2,849
+200
| +8% | +$51.7K | 0.03% | 148 |
|
|
2020
Q1 | $577K | Hold |
2,649
| – | – | 0.03% | 148 |
|
|
2019
Q4 | $609K | Hold |
2,649
| – | – | 0.03% | 163 |
|
|
2019
Q3 | $586K | Buy |
2,649
+264
| +11% | +$58.4K | 0.03% | 165 |
|
|
2019
Q2 | $487K | Buy |
2,385
+12
| +0.5% | +$2.45K | 0.02% | 175 |
|
|
2019
Q1 | $467K | Hold |
2,373
| – | – | 0.02% | 175 |
|
|
2018
Q4 | $375K | Sell |
2,373
-21
| -0.9% | -$3.32K | 0.02% | 175 |
|
|
2018
Q3 | $347K | Buy |
2,394
+6
| +0.3% | +$870 | 0.02% | 192 |
|
|
2018
Q2 | $344K | Buy |
2,388
+203
| +9% | +$29.2K | 0.02% | 190 |
|
|
2018
Q1 | $317K | Buy |
+2,185
| New | +$317K | 0.02% | 195 |
|