Union Savings Bank’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 | $545K | Sell |
2,613
-25
| -0.9% | -$5.21K | 0.25% | 68 |
|
|
2025
Q1 | $574K | Sell |
2,638
-977
| -27% | -$213K | 0.28% | 66 |
|
|
2024
Q4 | $663K | Sell |
3,615
-494
| -12% | -$90.6K | 0.33% | 58 |
|
|
2024
Q3 | $956K | Sell |
4,109
-148
| -3% | -$34.4K | 0.47% | 46 |
|
|
2024
Q2 | $827K | Sell |
4,257
-287
| -6% | -$55.8K | 0.43% | 53 |
|
|
2024
Q1 | $898K | Sell |
4,544
-48
| -1% | -$9.48K | 0.47% | 49 |
|
|
2023
Q4 | $991K | Sell |
4,592
-539
| -11% | -$116K | 0.56% | 44 |
|
|
2023
Q3 | $844K | Sell |
5,131
-220
| -4% | -$36.2K | 0.53% | 49 |
|
|
2023
Q2 | $1.02M | Buy |
+5,351
| New | +$1.02M | 0.61% | 41 |
|