SF
Symphony Financial’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
+3,411
| New | +$504K | 0.07% | 154 |
|
|
2025
Q1 | – | Sell |
-2,033
| Closed | -$386K | – | 99 |
|
|
2024
Q4 | $386K | Sell |
2,033
-150
| -7% | -$28.5K | 0.06% | 154 |
|
|
2024
Q3 | $503K | Sell |
2,183
-197
| -8% | -$45.4K | 0.08% | 141 |
|
|
2024
Q2 | $465K | Sell |
2,380
-29
| -1% | -$5.67K | 0.08% | 141 |
|
|
2024
Q1 | $476K | Buy |
2,409
+71
| +3% | +$14K | 0.11% | 119 |
|
|
2023
Q4 | $487K | Buy |
+2,338
| New | +$487K | 0.1% | 135 |
|
|
2023
Q3 | – | Sell |
-2,620
| Closed | -$505K | – | 163 |
|
|
2023
Q2 | $505K | Buy |
2,620
+142
| +6% | +$27.4K | 0.12% | 118 |
|
|
2023
Q1 | $499K | Sell |
2,478
-48
| -2% | -$9.66K | 0.13% | 134 |
|
|
2022
Q4 | $553K | Sell |
2,526
-90
| -3% | -$19.7K | 0.15% | 127 |
|
|
2022
Q3 | $559K | Sell |
2,616
-180
| -6% | -$38.5K | 0.18% | 120 |
|
|
2022
Q2 | $708K | Sell |
2,796
-1,909
| -41% | -$483K | 0.21% | 96 |
|
|
2022
Q1 | $1.25M | Sell |
4,705
-650
| -12% | -$173K | 0.29% | 67 |
|
|
2021
Q4 | $1.53M | Buy |
5,355
+731
| +16% | +$209K | 0.43% | 49 |
|
|
2021
Q3 | $1.25M | Sell |
4,624
-791
| -15% | -$213K | 0.43% | 47 |
|
|
2021
Q2 | $1.47M | Sell |
5,415
-819
| -13% | -$222K | 0.5% | 45 |
|
|
2021
Q1 | $1.52M | Buy |
6,234
+166
| +3% | +$40.4K | 0.4% | 43 |
|
|
2020
Q4 | $1.33M | Sell |
6,068
-7,178
| -54% | -$1.58M | 0.48% | 43 |
|
|
2020
Q3 | $3.2M | Buy |
13,246
+1,701
| +15% | +$411K | 1.31% | 16 |
|
|
2020
Q2 | $2.99M | Buy |
11,545
+3,906
| +51% | +$1.01M | 1.44% | 18 |
|
|
2020
Q1 | $1.76M | Buy |
+7,639
| New | +$1.76M | 1.21% | 20 |
|