Transform Wealth’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,295
| Closed | -$240K | – | 245 |
|
|
2024
Q4 | $240K | Buy |
1,295
+240
| +23% | +$49.7K | 0.01% | 237 |
|
|
2024
Q3 | $245K | Buy |
1,055
+4
| +0.4% | +$887 | 0.02% | 195 |
|
|
2024
Q2 | $206K | Buy |
1,051
+5
| +0.5% | +$935 | 0.02% | 209 |
|
|
2024
Q1 | $207K | Sell |
1,046
-1
| -0.1% | -$199 | 0.02% | 215 |
|
|
2023
Q4 | $228K | Sell |
1,047
-11,159
| -91% | -$2.11M | 0.02% | 221 |
|
|
2023
Q3 | $2.01M | Sell |
12,206
-12,272
| -50% | -$2.24M | 0.21% | 105 |
|
|
2023
Q2 | $4.79M | Buy |
24,478
+355
| +1% | +$69.4K | 0.43% | 81 |
|
|
2023
Q1 | $4.93M | Buy |
24,123
+11,310
| +88% | +$2.37M | 0.46% | 71 |
|
|
2022
Q4 | $2.72M | Buy |
+12,813
| New | +$2.67M | 0.3% | 85 |
|
|
2022
Q3 | – | Sell |
-777
| Closed | -$200K | – | 185 |
|
|
2022
Q2 | $200K | Sell |
777
-7,667
| -91% | -$1.92M | 0.03% | 191 |
|
|
2022
Q1 | $2.12M | Sell |
8,444
-163
| -2% | -$39.8K | 0.24% | 87 |
|
|
2021
Q4 | $2.52M | Buy |
8,607
+172
| +2% | +$47K | 0.26% | 78 |
|
|
2021
Q3 | $2.24M | Buy |
8,435
+150
| +2% | +$42.8K | 0.26% | 86 |
|
|
2021
Q2 | $2.24M | Buy |
8,285
+5,593
| +208% | +$1.43M | 0.27% | 89 |
|
|
2021
Q1 | $644K | Buy |
2,692
+550
| +26% | +$122K | 0.13% | 132 |
|
|
2020
Q4 | $481K | Sell |
2,142
-12,923
| -86% | -$3M | 0.1% | 151 |
|
|
2020
Q3 | $3.64M | Buy |
15,065
+848
| +6% | +$215K | 0.59% | 58 |
|
|
2020
Q2 | $3.68M | Buy |
14,217
+1,243
| +10% | +$308K | 0.63% | 59 |
|
|
2020
Q1 | $2.83M | Buy |
12,974
+6,186
| +91% | +$1.44M | 0.6% | 63 |
|
|
2019
Q4 | $1.56M | Sell |
6,788
-184
| -3% | -$40.1K | 0.25% | 103 |
|
|
2019
Q3 | $1.54M | Buy |
6,972
+149
| +2% | +$32.5K | 0.27% | 100 |
|
|
2019
Q2 | $1.4M | Sell |
6,823
-177
| -3% | -$35.6K | 0.21% | 115 |
|
|
2019
Q1 | $1.38M | Buy |
7,000
+288
| +4% | +$50.5K | 0.26% | 104 |
|
|
2018
Q4 | $1.06M | Buy |
6,712
+360
| +6% | +$56.3K | 0.22% | 109 |
|
|
2018
Q3 | $923K | Buy |
6,352
+701
| +12% | +$103K | 0.16% | 127 |
|
|
2018
Q2 | $815K | Buy |
5,651
+721
| +15% | +$100K | 0.15% | 141 |
|
|
2018
Q1 | $717K | Buy |
4,930
+485
| +11% | +$68.3K | 0.14% | 159 |
|
|
2017
Q4 | $634K | Buy |
4,445
+258
| +6% | +$36.8K | 0.12% | 174 |
|
|
2017
Q3 | $572K | Buy |
+4,187
| New | +$583K | 0.2% | 139 |
|
Other funds holding AMT
Transform Wealth's AMT Position: Q1 2025 in Review
Transform Wealth sold out of American Tower (AMT) in Q1 2025, closing a stake of 1,295 shares — an estimated $240K sold.
Transform Wealth first reported a position in AMT in Q3 2017 and held it in 29 quarters. The position peaked at $4.93M in Q1 2023. 1,840 funds tracked by Wall St. Rank hold AMT as of Q1 2025.
- Transform Wealth reported no remaining American Tower position as of Q1 2025 after selling out during the quarter.
- Transform Wealth sold 1,295 American Tower shares in Q1 2025, an estimated $240K.
- Transform Wealth first reported a position in American Tower in Q3 2017 and held it in 29 quarters.
- Transform Wealth's American Tower position peaked at $4.93M in Q1 2023.
- 1,840 funds tracked by Wall St. Rank held American Tower as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.