Sheets Smith 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 | $357K | Buy |
1,613
+69
| +4% | +$15.3K | 0.04% | 322 |
|
|
2025
Q1 | $336K | Hold |
1,544
| – | – | 0.04% | 293 |
|
|
2024
Q4 | $283K | Hold |
1,544
| – | – | 0.03% | 319 |
|
|
2024
Q3 | $359K | Hold |
1,544
| – | – | 0.04% | 297 |
|
|
2024
Q2 | $300K | Sell |
1,544
-1,254
| -45% | -$244K | 0.04% | 315 |
|
|
2024
Q1 | $553K | Buy |
2,798
+1,254
| +81% | +$248K | 0.06% | 227 |
|
|
2023
Q4 | $333K | Hold |
1,544
| – | – | 0.05% | 272 |
|
|
2023
Q3 | $254K | Hold |
1,544
| – | – | 0.04% | 285 |
|
|
2023
Q2 | $299K | Hold |
1,544
| – | – | 0.04% | 276 |
|
|
2023
Q1 | $316K | Hold |
1,544
| – | – | 0.05% | 261 |
|
|
2022
Q4 | $327K | Sell |
1,544
-390
| -20% | -$82.6K | 0.05% | 244 |
|
|
2022
Q3 | $415K | Hold |
1,934
| – | – | 0.07% | 202 |
|
|
2022
Q2 | $494K | Hold |
1,934
| – | – | 0.08% | 182 |
|
|
2022
Q1 | $486K | Sell |
1,934
-2
| -0.1% | -$503 | 0.07% | 217 |
|
|
2021
Q4 | $566K | Hold |
1,936
| – | – | 0.07% | 215 |
|
|
2021
Q3 | $514K | Buy |
1,936
+2
| +0.1% | +$531 | 0.07% | 216 |
|
|
2021
Q2 | $522K | Hold |
1,934
| – | – | 0.07% | 214 |
|
|
2021
Q1 | $462K | Buy |
1,934
+30
| +2% | +$7.17K | 0.07% | 214 |
|
|
2020
Q4 | $427K | Buy |
1,904
+30
| +2% | +$6.73K | 0.06% | 223 |
|
|
2020
Q3 | $453K | Hold |
1,874
| – | – | 0.08% | 194 |
|
|
2020
Q2 | $485K | Hold |
1,874
| – | – | 0.1% | 158 |
|
|
2020
Q1 | $408K | Hold |
1,874
| – | – | 0.09% | 177 |
|
|
2019
Q4 | $431K | Hold |
1,874
| – | – | 0.08% | 223 |
|
|
2019
Q3 | $414K | Buy |
1,874
+22
| +1% | +$4.86K | 0.09% | 217 |
|
|
2019
Q2 | $379K | Buy |
1,852
+8
| +0.4% | +$1.64K | 0.08% | 244 |
|
|
2019
Q1 | $363K | Sell |
1,844
-50
| -3% | -$9.84K | 0.08% | 241 |
|
|
2018
Q4 | $300K | Hold |
1,894
| – | – | 0.08% | 226 |
|
|
2018
Q3 | $275K | Sell |
1,894
-50
| -3% | -$7.26K | 0.06% | 298 |
|
|
2018
Q2 | $280K | Sell |
1,944
-200
| -9% | -$28.8K | 0.07% | 272 |
|
|
2018
Q1 | $312K | Sell |
2,144
-3,828
| -64% | -$557K | 0.08% | 254 |
|
|
2017
Q4 | $852K | Buy |
5,972
+93
| +2% | +$13.3K | 0.2% | 135 |
|
|
2017
Q3 | $804K | Buy |
5,879
+3,735
| +174% | +$511K | 0.2% | 134 |
|
|
2017
Q2 | $284K | Hold |
2,144
| – | – | 0.08% | 245 |
|
|
2017
Q1 | $261K | Hold |
2,144
| – | – | 0.07% | 257 |
|
|
2016
Q4 | $227K | Hold |
2,144
| – | – | 0.06% | 257 |
|
|
2016
Q3 | $243K | Hold |
2,144
| – | – | 0.07% | 236 |
|
|
2016
Q2 | $244K | Hold |
2,144
| – | – | 0.07% | 220 |
|
|
2016
Q1 | $219K | Hold |
2,144
| – | – | 0.07% | 212 |
|
|
2015
Q4 | $208K | Buy |
+2,144
| New | +$208K | 0.06% | 213 |
|
|
2015
Q3 | – | Sell |
-2,144
| Closed | -$200K | – | 211 |
|
|
2015
Q2 | $200K | Hold |
2,144
| – | – | 0.05% | 223 |
|
|
2015
Q1 | $202K | Hold |
2,144
| – | – | 0.06% | 225 |
|
|
2014
Q4 | $212K | Hold |
2,144
| – | – | 0.06% | 229 |
|
|
2014
Q3 | $201K | Buy |
+2,144
| New | +$201K | 0.05% | 228 |
|