Stiles Financial Services’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 | $2.63M | Buy |
11,914
+205
| +2% | +$45.3K | 0.91% | 34 |
|
|
2025
Q1 | $2.55M | Buy |
11,709
+502
| +4% | +$109K | 0.98% | 30 |
|
|
2024
Q4 | $2.06M | Buy |
11,207
+38
| +0.3% | +$6.98K | 0.74% | 46 |
|
|
2024
Q3 | $2.6M | Buy |
11,169
+493
| +5% | +$115K | 0.92% | 35 |
|
|
2024
Q2 | $2.08M | Buy |
10,676
+759
| +8% | +$148K | 0.8% | 42 |
|
|
2024
Q1 | $1.96M | Buy |
9,917
+719
| +8% | +$142K | 0.79% | 42 |
|
|
2023
Q4 | $1.99M | Buy |
9,198
+369
| +4% | +$79.7K | 0.9% | 38 |
|
|
2023
Q3 | $1.45M | Sell |
8,829
-91
| -1% | -$15K | 0.75% | 45 |
|
|
2023
Q2 | $1.73M | Sell |
8,920
-83
| -0.9% | -$16.1K | 0.86% | 32 |
|
|
2023
Q1 | $1.84M | Buy |
9,003
+532
| +6% | +$109K | 0.99% | 30 |
|
|
2022
Q4 | $1.79M | Buy |
8,471
+308
| +4% | +$65.3K | 1.03% | 28 |
|
|
2022
Q3 | $1.75M | Buy |
8,163
+423
| +5% | +$90.8K | 1.06% | 28 |
|
|
2022
Q2 | $1.98M | Buy |
7,740
+61
| +0.8% | +$15.6K | 1.19% | 24 |
|
|
2022
Q1 | $1.93M | Buy |
7,679
+549
| +8% | +$138K | 0.97% | 28 |
|
|
2021
Q4 | $2.09M | Buy |
+7,130
| New | +$2.09M | 1.01% | 30 |
|