Strategic Wealth Partners’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 | $45.5K | Buy |
+206
| New | +$45.5K | ﹤0.01% | 504 |
|
|
2024
Q1 | – | Sell |
-2,083
| Closed | -$450K | – | 282 |
|
|
2023
Q4 | $450K | Sell |
2,083
-8,571
| -80% | -$1.85M | 0.06% | 198 |
|
|
2023
Q3 | $1.75M | Sell |
10,654
-1,097
| -9% | -$180K | 0.23% | 109 |
|
|
2023
Q2 | $2.28M | Buy |
+11,751
| New | +$2.28M | 0.29% | 103 |
|
|
2023
Q1 | – | Sell |
-978
| Closed | -$207K | – | 259 |
|
|
2022
Q4 | $207K | Buy |
+978
| New | +$207K | 0.04% | 248 |
|
|
2021
Q1 | – | Sell |
-2,324
| Closed | -$522K | – | 190 |
|
|
2020
Q4 | $522K | Sell |
2,324
-417
| -15% | -$93.7K | 0.22% | 112 |
|
|
2020
Q3 | $663K | Sell |
2,741
-272
| -9% | -$65.8K | 0.34% | 74 |
|
|
2020
Q2 | $779K | Buy |
+3,013
| New | +$779K | 0.4% | 73 |
|
|
2019
Q4 | – | Sell |
-441
| Closed | -$97 | – | 154 |
|
|
2019
Q3 | $97 | Hold |
441
| – | – | ﹤0.01% | 270 |
|
|
2019
Q2 | $90K | Hold |
441
| – | – | 0.04% | 189 |
|
|
2019
Q1 | $85K | Buy |
441
+98
| +29% | +$18.9K | 0.04% | 193 |
|
|
2018
Q4 | $55K | Sell |
343
-339
| -50% | -$54.4K | 0.03% | 217 |
|
|
2018
Q3 | $99K | Hold |
682
| – | – | 0.05% | 179 |
|
|
2018
Q2 | $98K | Hold |
682
| – | – | 0.06% | 195 |
|
|
2018
Q1 | $99K | Sell |
682
-68
| -9% | -$9.87K | 0.05% | 196 |
|
|
2017
Q4 | $114K | Buy |
+750
| New | +$114K | 0.06% | 169 |
|