Strategic Planning Group’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
$5.52M Buy
24,977
+931
+4% +$206K 0.9% 40
2025
Q1
$5.23M Buy
24,046
+3,230
+16% +$703K 1.02% 30
2024
Q4
$3.82M Buy
20,816
+978
+5% +$179K 0.7% 48
2024
Q3
$4.61M Buy
19,838
+742
+4% +$173K 0.91% 33
2024
Q2
$3.71M Buy
19,096
+6,659
+54% +$1.29M 0.81% 38
2024
Q1
$2.46M Buy
12,437
+1,963
+19% +$388K 0.61% 55
2023
Q4
$2.26M Buy
+10,474
New +$2.26M 0.75% 39