SAG
SageView Advisory Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
9,816
+1,017
| +12% | +$228K | 0.08% | 127 |
|
|
2025
Q1 | $1.91M | Sell |
8,799
-119
| -1% | -$25.9K | 0.08% | 134 |
|
|
2024
Q4 | $1.64M | Sell |
8,918
-1,170
| -12% | -$215K | 0.07% | 148 |
|
|
2024
Q3 | $2.35M | Sell |
10,088
-1,170
| -10% | -$272K | 0.12% | 101 |
|
|
2024
Q2 | $2.19M | Buy |
11,258
+1,854
| +20% | +$360K | 0.1% | 115 |
|
|
2024
Q1 | $1.86M | Sell |
9,404
-2,213
| -19% | -$437K | 0.09% | 118 |
|
|
2023
Q4 | $2.27M | Buy |
11,617
+2,628
| +29% | +$514K | 0.1% | 123 |
|
|
2023
Q3 | $1.48M | Buy |
8,989
+4,189
| +87% | +$689K | 0.08% | 146 |
|
|
2023
Q2 | $931K | Buy |
4,800
+3,194
| +199% | +$619K | 0.05% | 239 |
|
|
2023
Q1 | $328K | Sell |
1,606
-420
| -21% | -$85.8K | 0.02% | 372 |
|
|
2022
Q4 | $429K | Buy |
+2,026
| New | +$429K | 0.03% | 261 |
|