Trek 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
Q1 | – | Sell |
-1,248
| Closed | -$229K | – | 389 |
|
|
2024
Q4 | $229K | Sell |
1,248
-26
| -2% | -$4.77K | 0.02% | 377 |
|
|
2024
Q3 | $296K | Sell |
1,274
-81
| -6% | -$18.8K | 0.02% | 310 |
|
|
2024
Q2 | $263K | Buy |
1,355
+104
| +8% | +$20.2K | 0.02% | 324 |
|
|
2024
Q1 | $247K | Buy |
1,251
+320
| +34% | +$63.2K | 0.02% | 338 |
|
|
2023
Q4 | $201K | Buy |
+931
| New | +$201K | 0.02% | 295 |
|