Transamerica Financial Advisors’s American Tower AMT Stock Holding History

Transamerica Financial Advisors’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$237	Hold	2	–	–	﹤0.01%	481
2025 Q1	$1K	Hold	2	–	–	﹤0.01%	426
2024 Q4	$1K	Hold	2	–	–	﹤0.01%	416
2024 Q3	$1K	Hold	2	–	–	﹤0.01%	424
2024 Q2	$1K	Hold	2	–	–	﹤0.01%	391
2024 Q1	$1K	Hold	2	–	–	﹤0.01%	428
2023 Q4	$1K	Sell	2 -2	-50%	-$1K	﹤0.01%	385
2023 Q3	$1K	Hold	4	–	–	﹤0.01%	411
2023 Q2	$1K	Hold	4	–	–	﹤0.01%	383
2023 Q1	$1K	Hold	4	–	–	﹤0.01%	378
2022 Q4	$1K	Sell	4 -3	-43%	-$750	﹤0.01%	425
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	371
2022 Q2	$2K	Buy	+7	New	+$2K	﹤0.01%	378
2021 Q3	–	Sell	-1	Closed	-$1K	–	123
2021 Q2	$1K	Sell	1 -4	-80%	-$4K	0.02%	85
2021 Q1	$2K	Sell	5 -1	-17%	-$400	0.05%	65
2020 Q4	$2K	Buy	6 +2	+50%	+$667	0.04%	67
2020 Q3	$1K	Sell	4 -5,355	-100%	-$1.34M	0.02%	135
2020 Q2	$1.39M	Buy	5,359 +5,358	+535,800%	+$1.39M	0.3%	59
2020 Q1	$1K	Hold	1	–	–	0.02%	67
2019 Q4	$1K	Buy	+1	New	+$1K	0.01%	85
2019 Q3	–	Sell	-2,965	Closed	-$607K	–	113
2019 Q2	$607K	Buy	+2,965	New	+$607K	0.13%	113
2019 Q1	–	Sell	-2,631	Closed	-$417K	–	112
2018 Q4	$417K	Sell	2,631 -449	-15%	-$71.2K	0.11%	116
2018 Q3	$448K	Sell	3,080 -66	-2%	-$9.6K	0.1%	128
2018 Q2	$454K	Buy	+3,146	New	+$454K	0.1%	123
2016 Q2	–	Sell	-267	Closed	-$28K	–	405
2016 Q1	$28K	Sell	267 -3,849	-94%	-$404K	﹤0.01%	442
2015 Q4	$399K	Hold	4,116	–	–	0.03%	261
2015 Q3	$363K	Sell	4,116 -90	-2%	-$7.94K	0.03%	241
2015 Q2	$393K	Sell	4,206 -2,535	-38%	-$237K	0.03%	255
2015 Q1	$635K	Sell	6,741 -2,527	-27%	-$238K	0.04%	211
2014 Q4	$917K	Buy	9,268 +182	+2%	+$18K	0.07%	133
2014 Q3	$851K	Buy	9,086 +2,310	+34%	+$216K	0.08%	125
2014 Q2	$610K	Buy	6,776 +329	+5%	+$29.6K	0.05%	159
2014 Q1	$528K	Sell	6,447 -26	-0.4%	-$2.13K	0.05%	150
2013 Q4	$517K	Sell	6,473 -335	-5%	-$26.8K	0.06%	147
2013 Q3	$505K	Buy	6,808 +5,638	+482%	+$418K	0.07%	139
2013 Q2	$86K	Buy	+1,170	New	+$86K	0.01%	238