SMA
Sage Mountain Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Buy |
3,953
+1,323
| +50% | +$292K | 0.06% | 161 |
|
|
2025
Q1 | $572K | Buy |
2,630
+497
| +23% | +$108K | 0.04% | 201 |
|
|
2024
Q4 | $391K | Buy |
2,133
+101
| +5% | +$18.5K | 0.03% | 248 |
|
|
2024
Q3 | $473K | Buy |
2,032
+332
| +20% | +$77.2K | 0.04% | 210 |
|
|
2024
Q2 | $330K | Sell |
1,700
-142
| -8% | -$27.6K | 0.03% | 231 |
|
|
2024
Q1 | $364K | Buy |
1,842
+555
| +43% | +$110K | 0.04% | 209 |
|
|
2023
Q4 | $278K | Buy |
1,287
+36
| +3% | +$7.77K | 0.03% | 216 |
|
|
2023
Q3 | $206K | Buy |
1,251
+183
| +17% | +$30.1K | 0.03% | 246 |
|
|
2023
Q2 | $207K | Buy |
1,068
+57
| +6% | +$11.1K | 0.03% | 243 |
|
|
2023
Q1 | $207K | Buy |
+1,011
| New | +$207K | 0.03% | 228 |
|
|
2022
Q1 | – | Sell |
-868
| Closed | -$254K | – | 620 |
|
|
2021
Q4 | $254K | Sell |
868
-123
| -12% | -$36K | 0.03% | 474 |
|
|
2021
Q3 | $263K | Buy |
+991
| New | +$263K | 0.04% | 382 |
|