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