United Advisor Group’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 | $939K | Buy |
4,250
+217
| +5% | +$48K | 0.16% | 143 |
|
2025
Q1 | $878K | Sell |
4,033
-22
| -0.5% | -$4.79K | 0.18% | 128 |
|
2024
Q4 | $744K | Buy |
4,055
+951
| +31% | +$174K | 0.15% | 154 |
|
2024
Q3 | $722K | Buy |
3,104
+234
| +8% | +$54.4K | 0.16% | 133 |
|
2024
Q2 | $558K | Buy |
2,870
+1,712
| +148% | +$333K | 0.17% | 122 |
|
2024
Q1 | $229K | Buy |
+1,158
| New | +$229K | 0.09% | 193 |
|