Roberts Wealth Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.11M | Buy |
|
|||||
2025
Q1 | $5.83M | Buy |
|
|||||
2024
Q4 | $4.66M | Buy |
|
|||||
2024
Q3 | $5.66M | Buy |
|
|||||
2024
Q2 | $4.83M | Buy |
|
|||||
2024
Q1 | $4.25M | Buy |
|
|||||
2023
Q4 | $14.3M | Buy |
|
|||||
2023
Q3 | $3.81M | Buy |
|
|||||
2023
Q2 | $4.29M | Buy |
|
|||||
2023
Q1 | $2.7M | Buy |
|
|||||
2022
Q4 | $2.73M | Buy |
|
|||||
2022
Q3 | – | Sell |
|
|||||
2022
Q2 | $1.57M | Buy |
|
|||||
2022
Q1 | $1.5M | Buy |
|