Sargent Investment Group’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
Q3
Sell
2025
Q2
$875K Buy
2025
Q1
$308K Sell
2024
Q4
$284K Buy
2024
Q3
$366K Buy
2024
Q2
$303K Buy
2024
Q1
$305K Sell
2023
Q4
$354K Buy
2023
Q3
$248K Buy
2023
Q2
Sell
2023
Q1
$223K Buy
2022
Q4
$229K Hold
2022
Q3
$219K Hold
2022
Q2
$276K Hold
2022
Q1
$271K Hold
2021
Q4
$316K Sell
2021
Q3
$296K Buy
2021
Q2
$207K Buy