Silver Oak Securities’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 | $1.16M | Buy |
5,260
+2,941
| +127% | +$650K | 0.09% | 225 |
|
|
2025
Q1 | $500K | Buy |
2,319
+508
| +28% | +$110K | 0.05% | 374 |
|
|
2024
Q4 | $329K | Buy |
1,811
+251
| +16% | +$45.7K | 0.03% | 479 |
|
|
2024
Q3 | $359K | Buy |
1,560
+267
| +21% | +$61.5K | 0.04% | 393 |
|
|
2024
Q2 | $251K | Sell |
1,293
-22
| -2% | -$4.28K | 0.04% | 329 |
|
|
2024
Q1 | $260K | Sell |
1,315
-19
| -1% | -$3.75K | 0.04% | 322 |
|
|
2023
Q4 | $288K | Buy |
1,334
+623
| +88% | +$134K | 0.04% | 384 |
|
|
2023
Q3 | $117K | Buy |
+711
| New | +$117K | 0.03% | 339 |
|
|
2022
Q4 | – | Sell |
-711
| Closed | -$117K | – | 311 |
|
|
2022
Q3 | $117K | Buy |
+711
| New | +$117K | 0.03% | 339 |
|