SAM
Summit Asset Management’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
1,072
| – | – | 0.04% | 150 |
|
|
2025
Q1 | $233K | Buy |
+1,072
| New | +$233K | 0.04% | 147 |
|
|
2024
Q4 | – | Sell |
-1,068
| Closed | -$248K | – | 162 |
|
|
2024
Q3 | $248K | Hold |
1,068
| – | – | 0.05% | 144 |
|
|
2024
Q2 | $208K | Buy |
1,068
+30
| +3% | +$5.83K | 0.04% | 152 |
|
|
2024
Q1 | $205K | Hold |
1,038
| – | – | 0.04% | 155 |
|
|
2023
Q4 | $224K | Buy |
+1,038
| New | +$224K | 0.05% | 145 |
|