StrongBox Wealth’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 | $628K | Sell |
2,843
-150
| -5% | -$33.2K | 0.24% | 59 |
|
|
2025
Q1 | $651K | Buy |
2,993
+233
| +8% | +$50.7K | 0.27% | 58 |
|
|
2024
Q4 | $506K | Buy |
2,760
+1,018
| +58% | +$187K | 0.21% | 61 |
|
|
2024
Q3 | $405K | Sell |
1,742
-487
| -22% | -$113K | 0.17% | 67 |
|
|
2024
Q2 | $433K | Sell |
2,229
-920
| -29% | -$179K | 0.2% | 60 |
|
|
2024
Q1 | $622K | Sell |
3,149
-1,244
| -28% | -$246K | 0.33% | 50 |
|
|
2023
Q4 | $948K | Sell |
4,393
-7,168
| -62% | -$1.55M | 0.55% | 46 |
|
|
2023
Q3 | $1.9M | Buy |
11,561
+852
| +8% | +$140K | 1.21% | 30 |
|
|
2023
Q2 | $2.08M | Buy |
10,709
+1,219
| +13% | +$236K | 1.31% | 29 |
|
|
2023
Q1 | $1.94M | Buy |
9,490
+3,665
| +63% | +$749K | 1.3% | 26 |
|
|
2022
Q4 | $1.23M | Buy |
5,825
+146
| +3% | +$30.9K | 0.87% | 42 |
|
|
2022
Q3 | $1.22M | Sell |
5,679
-165
| -3% | -$35.4K | 0.88% | 40 |
|
|
2022
Q2 | $1.49M | Sell |
5,844
-1,685
| -22% | -$431K | 0.97% | 36 |
|
|
2022
Q1 | $1.89M | Buy |
7,529
+4,148
| +123% | +$1.04M | 1.08% | 34 |
|
|
2021
Q4 | $989K | Buy |
3,381
+155
| +5% | +$45.3K | 0.49% | 55 |
|
|
2021
Q3 | $856K | Sell |
3,226
-43
| -1% | -$11.4K | 0.48% | 53 |
|
|
2021
Q2 | $883K | Sell |
3,269
-78
| -2% | -$21.1K | 0.51% | 51 |
|
|
2021
Q1 | $800K | Sell |
3,347
-72
| -2% | -$17.2K | 0.5% | 51 |
|
|
2020
Q4 | $767K | Sell |
3,419
-702
| -17% | -$157K | 0.5% | 49 |
|
|
2020
Q3 | $996K | Buy |
4,121
+480
| +13% | +$116K | 0.73% | 37 |
|
|
2020
Q2 | $941K | Buy |
3,641
+423
| +13% | +$109K | 0.86% | 37 |
|
|
2020
Q1 | $701K | Buy |
+3,218
| New | +$701K | 0.8% | 39 |
|