ProVise Management Group’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 | $3.92M | Buy |
17,750
+956
| +6% | +$211K | 0.31% | 75 |
|
|
2025
Q1 | $3.65M | Buy |
16,794
+651
| +4% | +$142K | 0.31% | 78 |
|
|
2024
Q4 | $2.96M | Sell |
16,143
-542
| -3% | -$99.4K | 0.25% | 87 |
|
|
2024
Q3 | $3.88M | Buy |
16,685
+1,464
| +10% | +$340K | 0.31% | 83 |
|
|
2024
Q2 | $2.96M | Buy |
15,221
+4,953
| +48% | +$963K | 0.25% | 94 |
|
|
2024
Q1 | $2.03M | Buy |
+10,268
| New | +$2.03M | 0.18% | 114 |
|