Spire 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
$592K Sell
2,698
-1,603
-37% -$352K 0.02% 471
2025
Q1
$936K Sell
4,301
-4,249
-50% -$925K 0.03% 416
2024
Q4
$1.57M Buy
8,550
+3,916
+85% +$718K 0.05% 287
2024
Q3
$1.08M Sell
4,634
-236
-5% -$54.9K 0.04% 362
2024
Q2
$947K Sell
4,870
-1,645
-25% -$320K 0.03% 350
2024
Q1
$1.29M Buy
6,515
+21
+0.3% +$4.15K 0.02% 321
2023
Q4
$1.32M Sell
6,494
-1,324
-17% -$270K 0.04% 300
2023
Q3
$1.29M Sell
7,818
-1,503
-16% -$247K 0.05% 282
2023
Q2
$1.81M Sell
9,321
-982
-10% -$190K 0.07% 250
2023
Q1
$2.11M Sell
10,303
-13,380
-56% -$2.73M 0.08% 224
2022
Q4
$5.02M Buy
23,683
+541
+2% +$115K 0.28% 82
2022
Q3
$4.97M Sell
23,142
-9,085
-28% -$1.95M 0.3% 79
2022
Q2
$8.24M Buy
32,227
+17,321
+116% +$4.43M 0.34% 74
2022
Q1
$3.75M Sell
14,906
-3,808
-20% -$957K 0.1% 186
2021
Q4
$5.47M Buy
18,714
+3,635
+24% +$1.06M 0.12% 165
2021
Q3
$4M Sell
15,079
-401
-3% -$106K 0.11% 183
2021
Q2
$4.18M Sell
15,480
-60,904
-80% -$16.5M 0.11% 181
2021
Q1
$18.1M Buy
+76,384
New +$18.1M 0.48% 44