Sound View Wealth Advisors 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 | $383K | Buy |
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|
2025
Q1 | $375K | Buy |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $369K | Buy |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $679K | Buy |
|
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $453K | Sell |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $612K | Buy |
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|
2021
Q3 | $530K | Sell |
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|
2021
Q2 | $548K | Buy |
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|
2021
Q1 | $474K | Sell |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | $435K | Buy |
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|
2020
Q2 | $374K | Buy |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $308K | Buy |
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|
2019
Q3 | $266K | Buy |
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