SOA Wealth Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2K | Hold |
150
| – | – | 0.01% | 427 |
|
|
2025
Q1 | $32.6K | Hold |
150
| – | – | 0.01% | 395 |
|
|
2024
Q4 | $27.5K | Hold |
150
| – | – | 0.01% | 407 |
|
|
2024
Q3 | $34.9K | Hold |
150
| – | – | 0.01% | 370 |
|
|
2024
Q2 | $29.2K | Hold |
150
| – | – | 0.01% | 382 |
|
|
2024
Q1 | $29.6K | Buy |
+150
| New | +$29.6K | 0.01% | 380 |
|
|
2022
Q1 | – | Sell |
-86
| Closed | -$25K | – | 892 |
|
|
2021
Q4 | $25K | Hold |
86
| – | – | 0.01% | 401 |
|
|
2021
Q3 | $22K | Hold |
86
| – | – | 0.01% | 437 |
|
|
2021
Q2 | $23K | Buy |
+86
| New | +$23K | 0.01% | 428 |
|