Rise 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 | $121K | Buy |
548
+9
| +2% | +$1.99K | 0.05% | 132 |
|
|
2025
Q1 | $117K | Buy |
539
+280
| +108% | +$61K | 0.05% | 132 |
|
|
2024
Q4 | $47.5K | Buy |
259
+5
| +2% | +$918 | 0.02% | 238 |
|
|
2024
Q3 | $59.1K | Buy |
254
+2
| +0.8% | +$466 | 0.03% | 212 |
|
|
2024
Q2 | $49K | Buy |
252
+2
| +0.8% | +$389 | 0.03% | 236 |
|
|
2024
Q1 | $49.4K | Buy |
+250
| New | +$49.4K | 0.03% | 234 |
|
|
2023
Q4 | – | Sell |
-97
| Closed | -$16K | – | 622 |
|
|
2023
Q3 | $16K | Buy |
97
+77
| +385% | +$12.7K | 0.01% | 257 |
|
|
2023
Q2 | $3.86K | Buy |
20
+12
| +150% | +$2.32K | ﹤0.01% | 442 |
|
|
2023
Q1 | $1.58K | Hold |
8
| – | – | ﹤0.01% | 596 |
|
|
2022
Q4 | $1.63K | Hold |
8
| – | – | ﹤0.01% | 596 |
|
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 527 |
|
|
2022
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 534 |
|
|
2022
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 516 |
|
|
2021
Q4 | $2.2K | Buy |
+8
| New | +$2.2K | ﹤0.01% | 522 |
|