Summit Financial’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 | $1.97M | Sell |
8,845
-448
| -5% | -$99.8K | 0.04% | 293 |
|
|
2025
Q1 | $2.02M | Sell |
9,293
-233
| -2% | -$50.7K | 0.06% | 257 |
|
|
2024
Q4 | $1.76M | Sell |
9,526
-3,227
| -25% | -$597K | 0.06% | 235 |
|
|
2024
Q3 | $2.97M | Buy |
12,753
+3
| +0% | +$698 | 0.12% | 139 |
|
|
2024
Q2 | $2.5M | Buy |
12,750
+6,427
| +102% | +$1.26M | 0.11% | 132 |
|
|
2024
Q1 | $1.25M | Buy |
6,323
+278
| +5% | +$54.9K | 0.07% | 160 |
|
|
2023
Q4 | $1.32M | Buy |
6,045
+11
| +0.2% | +$2.39K | 0.09% | 144 |
|
|
2023
Q3 | $992K | Sell |
6,034
-152
| -2% | -$25K | 0.07% | 161 |
|
|
2023
Q2 | $1.21M | Buy |
6,186
+2,245
| +57% | +$439K | 0.09% | 136 |
|
|
2023
Q1 | $805K | Sell |
3,941
-282
| -7% | -$57.6K | 0.07% | 135 |
|
|
2022
Q4 | $895K | Buy |
4,223
+109
| +3% | +$23.1K | 0.08% | 124 |
|
|
2022
Q3 | $883K | Buy |
4,114
+731
| +22% | +$157K | 0.08% | 121 |
|
|
2022
Q2 | $870K | Buy |
3,383
+15
| +0.4% | +$3.86K | 0.08% | 110 |
|
|
2022
Q1 | $846K | Buy |
3,368
+418
| +14% | +$105K | 0.07% | 134 |
|
|
2021
Q4 | $867K | Buy |
2,950
+809
| +38% | +$238K | 0.07% | 122 |
|
|
2021
Q3 | $571K | Buy |
2,141
+1,256
| +142% | +$335K | 0.05% | 130 |
|
|
2021
Q2 | $240K | Buy |
+885
| New | +$240K | 0.02% | 155 |
|