Steward Partners Investment Advisory’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.45M | Buy |
31,608
+2,684
| +9% | +$483K | 0.03% | 486 |
|
|
2025
Q4 | $5.08M | Sell |
28,924
-1,564
| -5% | -$285K | 0.03% | 464 |
|
|
2025
Q3 | $5.86M | Sell |
30,488
-180
| -0.6% | -$37.5K | 0.03% | 433 |
|
|
2025
Q2 | $6.78M | Sell |
30,668
-914
| -3% | -$197K | 0.05% | 351 |
|
|
2025
Q1 | $6.87M | Buy |
31,582
+23
| +0.1% | +$4.51K | 0.06% | 321 |
|
|
2024
Q4 | $5.79M | Buy |
31,559
+4,345
| +16% | +$900K | 0.05% | 339 |
|
|
2024
Q3 | $6.33M | Buy |
27,214
+610
| +2% | +$135K | 0.06% | 312 |
|
|
2024
Q2 | $5.17M | Buy |
26,604
+2,336
| +10% | +$437K | 0.05% | 329 |
|
|
2024
Q1 | $4.8M | Sell |
24,268
-5,776
| -19% | -$1.15M | 0.05% | 342 |
|
|
2023
Q4 | $6.49M | Sell |
30,044
-352
| -1% | -$66.5K | 0.09% | 230 |
|
|
2023
Q3 | $5M | Sell |
30,396
-4,210
| -12% | -$769K | 0.08% | 257 |
|
|
2023
Q2 | $6.71M | Buy |
34,606
+1,154
| +3% | +$226K | 0.1% | 212 |
|
|
2023
Q1 | $6.84M | Buy |
33,452
+1,333
| +4% | +$280K | 0.11% | 201 |
|
|
2022
Q4 | $6.8M | Sell |
32,119
-3,403
| -10% | -$708K | 0.12% | 196 |
|
|
2022
Q3 | $7.63M | Buy |
35,522
+2,581
| +8% | +$663K | 0.14% | 167 |
|
|
2022
Q2 | $8.42M | Buy |
32,941
+1,628
| +5% | +$409K | 0.15% | 154 |
|
|
2022
Q1 | $7.87M | Buy |
31,313
+964
| +3% | +$235K | 0.12% | 189 |
|
|
2021
Q4 | $8.88M | Buy |
30,349
+4,072
| +15% | +$1.11M | 0.13% | 172 |
|
|
2021
Q3 | $6.97M | Buy |
26,277
+1,070
| +4% | +$305K | 0.12% | 193 |
|
|
2021
Q2 | $6.81M | Sell |
25,207
-8,904
| -26% | -$2.27M | 0.12% | 190 |
|
|
2021
Q1 | $8.15M | Buy |
34,111
+4,833
| +17% | +$1.08M | 0.14% | 160 |
|
|
2020
Q4 | $6.57M | Sell |
29,278
-12,174
| -29% | -$2.83M | 0.14% | 155 |
|
|
2020
Q3 | $10M | Buy |
41,452
+14,473
| +54% | +$3.67M | 0.25% | 104 |
|
|
2020
Q2 | $6.97M | Buy |
26,979
+5,045
| +23% | +$1.25M | 0.2% | 128 |
|
|
2020
Q1 | $4.78M | Sell |
21,934
-1,181
| -5% | -$275K | 0.17% | 144 |
|
|
2019
Q4 | $5.31M | Buy |
23,115
+620
| +3% | +$135K | 0.16% | 145 |
|
|
2019
Q3 | $4.97M | Buy |
22,495
+1,261
| +6% | +$275K | 0.17% | 144 |
|
|
2019
Q2 | $4.34M | Buy |
21,234
+358
| +2% | +$72K | 0.16% | 140 |
|
|
2019
Q1 | $4.11M | Sell |
20,876
-805
| -4% | -$141K | 0.17% | 126 |
|
|
2018
Q4 | $3.43M | Sell |
21,681
-8,753
| -29% | -$1.37M | 0.17% | 143 |
|
|
2018
Q3 | $4.42M | Sell |
30,434
-972
| -3% | -$143K | 0.21% | 116 |
|
|
2018
Q2 | $4.53M | Sell |
31,406
-27
| -0.1% | -$3.75K | 0.27% | 89 |
|
|
2018
Q1 | $4.57M | Buy |
+31,433
| New | +$4.43M | 0.31% | 78 |
|
Other funds holding AMT
VCM
VPM
