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
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 |
|