Schrum Private Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
1,132
+1
| +0.1% | +$221 | 0.2% | 109 |
|
|
2025
Q1 | $246K | Buy |
1,131
+2
| +0.2% | +$435 | 0.22% | 110 |
|
|
2024
Q4 | $207K | Buy |
+1,129
| New | +$207K | 0.18% | 121 |
|
|
2024
Q3 | – | Sell |
-1,126
| Closed | -$219K | – | 170 |
|
|
2024
Q2 | $219K | Sell |
1,126
-129
| -10% | -$25.1K | 0.2% | 121 |
|
|
2024
Q1 | $248K | Buy |
1,255
+276
| +28% | +$54.5K | 0.23% | 110 |
|
|
2023
Q4 | $211K | Sell |
979
-694
| -41% | -$150K | 0.3% | 92 |
|
|
2023
Q3 | $275K | Buy |
1,673
+7
| +0.4% | +$1.15K | 0.31% | 83 |
|
|
2023
Q2 | $323K | Buy |
1,666
+5
| +0.3% | +$970 | 0.35% | 73 |
|
|
2023
Q1 | $339K | Buy |
1,661
+5
| +0.3% | +$1.02K | 0.39% | 70 |
|
|
2022
Q4 | $351K | Sell |
1,656
-107
| -6% | -$22.7K | 0.42% | 67 |
|
|
2022
Q3 | $377K | Buy |
1,763
+59
| +3% | +$12.6K | 0.48% | 61 |
|
|
2022
Q2 | $436K | Buy |
1,704
+4
| +0.2% | +$1.02K | 0.49% | 60 |
|
|
2022
Q1 | $429K | Buy |
1,700
+2
| +0.1% | +$505 | 0.43% | 68 |
|
|
2021
Q4 | $497K | Buy |
+1,698
| New | +$497K | 0.45% | 62 |
|