U.S. Capital Wealth Advisors’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 | $707K | Sell |
3,198
-2,681
| -46% | -$593K | 0.02% | 515 |
|
2025
Q1 | $1.28M | Sell |
5,879
-4,205
| -42% | -$915K | 0.04% | 373 |
|
2024
Q4 | $1.85M | Buy |
10,084
+5,473
| +119% | +$1M | 0.06% | 312 |
|
2024
Q3 | $1.07M | Buy |
4,611
+283
| +7% | +$65.8K | 0.04% | 344 |
|
2024
Q2 | $841K | Sell |
4,328
-591
| -12% | -$115K | 0.03% | 364 |
|
2024
Q1 | $972K | Buy |
4,919
+329
| +7% | +$65K | 0.04% | 348 |
|
2023
Q4 | $991K | Sell |
4,590
-1,385
| -23% | -$299K | 0.04% | 336 |
|
2023
Q3 | $983K | Buy |
5,975
+112
| +2% | +$18.4K | 0.04% | 318 |
|
2023
Q2 | $1.14M | Buy |
5,863
+1,413
| +32% | +$274K | 0.05% | 300 |
|
2023
Q1 | $909K | Buy |
4,450
+810
| +22% | +$166K | 0.04% | 316 |
|
2022
Q4 | $771K | Buy |
3,640
+225
| +7% | +$47.7K | 0.04% | 373 |
|
2022
Q3 | $733K | Buy |
3,415
+190
| +6% | +$40.8K | 0.04% | 385 |
|
2022
Q2 | $824K | Sell |
3,225
-239
| -7% | -$61.1K | 0.04% | 386 |
|
2022
Q1 | $870K | Sell |
3,464
-138
| -4% | -$34.7K | 0.03% | 418 |
|
2021
Q4 | $1.05M | Buy |
3,602
+1
| +0% | +$292 | 0.04% | 389 |
|
2021
Q3 | $956K | Buy |
+3,601
| New | +$956K | 0.04% | 395 |
|