United Capital Financial 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 | $27.2M | Sell |
123,210
-2,021
| -2% | -$447K | 0.22% | 98 |
|
|
2025
Q1 | $27.3M | Buy |
125,231
+2,872
| +2% | +$625K | 0.23% | 91 |
|
|
2024
Q4 | $22.4M | Sell |
122,359
-2,672
| -2% | -$490K | 0.19% | 103 |
|
|
2024
Q3 | $29.1M | Sell |
125,031
-881
| -0.7% | -$205K | 0.24% | 88 |
|
|
2024
Q2 | $24.5M | Sell |
125,912
-15,340
| -11% | -$2.98M | 0.21% | 96 |
|
|
2024
Q1 | $27.9M | Sell |
141,252
-255
| -0.2% | -$50.4K | 0.23% | 95 |
|
|
2023
Q4 | $30.5M | Buy |
141,507
+12,975
| +10% | +$2.8M | 0.25% | 89 |
|
|
2023
Q3 | $21.1M | Sell |
128,532
-6,337
| -5% | -$1.04M | 0.14% | 147 |
|
|
2023
Q2 | $26.2M | Sell |
134,869
-4,009
| -3% | -$778K | 0.14% | 131 |
|
|
2023
Q1 | $28.4M | Buy |
138,878
+785
| +0.6% | +$160K | 0.16% | 124 |
|
|
2022
Q4 | $29.3M | Sell |
138,093
-4,384
| -3% | -$929K | 0.16% | 126 |
|
|
2022
Q3 | $30.6M | Buy |
142,477
+135
| +0.1% | +$29K | 0.18% | 115 |
|
|
2022
Q2 | $36.4M | Buy |
142,342
+5,037
| +4% | +$1.29M | 0.2% | 102 |
|
|
2022
Q1 | $34.5M | Buy |
137,305
+4,518
| +3% | +$1.14M | 0.17% | 127 |
|
|
2021
Q4 | $38.8M | Sell |
132,787
-3,653
| -3% | -$1.07M | 0.18% | 118 |
|
|
2021
Q3 | $36.2M | Sell |
136,440
-224
| -0.2% | -$59.5K | 0.18% | 118 |
|
|
2021
Q2 | $36.9M | Buy |
136,664
+204
| +0.1% | +$55.1K | 0.19% | 115 |
|
|
2021
Q1 | $32.6M | Sell |
136,460
-3,281
| -2% | -$784K | 0.18% | 120 |
|
|
2020
Q4 | $31.4M | Buy |
139,741
+3,058
| +2% | +$686K | 0.19% | 120 |
|
|
2020
Q3 | $33M | Sell |
136,683
-1,745
| -1% | -$422K | 0.22% | 108 |
|
|
2020
Q2 | $35.8M | Buy |
138,428
+1,449
| +1% | +$375K | 0.26% | 92 |
|
|
2020
Q1 | $29.8M | Sell |
136,979
-6,558
| -5% | -$1.43M | 0.25% | 93 |
|
|
2019
Q4 | $33M | Sell |
143,537
-12,188
| -8% | -$2.8M | 0.21% | 104 |
|
|
2019
Q3 | $34.4M | Sell |
155,725
-13,251
| -8% | -$2.93M | 0.24% | 98 |
|
|
2019
Q2 | $34.5M | Sell |
168,976
-636
| -0.4% | -$130K | 0.23% | 105 |
|
|
2019
Q1 | $33.4M | Buy |
169,612
+22,418
| +15% | +$4.42M | 0.24% | 100 |
|
|
2018
Q4 | $23.3M | Sell |
147,194
-5,089
| -3% | -$805K | 0.19% | 118 |
|
|
2018
Q3 | $22.1M | Sell |
152,283
-497
| -0.3% | -$72.2K | 0.16% | 145 |
|
|
2018
Q2 | $22M | Sell |
152,780
-5,538
| -3% | -$798K | 0.16% | 136 |
|
|
2018
Q1 | $23M | Sell |
158,318
-3,693
| -2% | -$537K | 0.18% | 136 |
|
|
2017
Q4 | $23.2M | Sell |
162,011
-2,389
| -1% | -$341K | 0.18% | 125 |
|
|
2017
Q3 | $22.5M | Sell |
164,400
-4
| -0% | -$547 | 0.19% | 122 |
|
|
2017
Q2 | $21.8M | Buy |
164,404
+5,648
| +4% | +$747K | 0.19% | 120 |
|
|
2017
Q1 | $19.3M | Buy |
158,756
+236
| +0.1% | +$28.7K | 0.18% | 125 |
|
|
2016
Q4 | $16.8M | Sell |
158,520
-25,478
| -14% | -$2.69M | 0.16% | 140 |
|
|
2016
Q3 | $20.9M | Buy |
183,998
+6,282
| +4% | +$712K | 0.2% | 113 |
|
|
2016
Q2 | $20.3M | Buy |
177,716
+42,163
| +31% | +$4.81M | 0.21% | 101 |
|
|
2016
Q1 | $13.9M | Buy |
135,553
+57,421
| +73% | +$5.88M | 0.15% | 143 |
|
|
2015
Q4 | $7.58M | Buy |
78,132
+68,256
| +691% | +$6.62M | 0.09% | 257 |
|
|
2015
Q3 | $869K | Buy |
9,876
+712
| +8% | +$62.7K | 0.01% | 729 |
|
|
2015
Q2 | $855K | Buy |
9,164
+627
| +7% | +$58.5K | 0.01% | 758 |
|
|
2015
Q1 | $807K | Buy |
8,537
+1,230
| +17% | +$116K | 0.01% | 773 |
|
|
2014
Q4 | $722K | Buy |
7,307
+742
| +11% | +$73.3K | 0.01% | 717 |
|
|
2014
Q3 | $615K | Buy |
+6,565
| New | +$615K | 0.01% | 730 |
|
|
2014
Q2 | – | Sell |
-4,044
| Closed | -$331K | – | 783 |
|
|
2014
Q1 | $331K | Buy |
+4,044
| New | +$331K | 0.01% | 754 |
|