Valeo Financial Advisors’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.03M | Sell |
|
|||||
|
2025
Q2 | $2.37M | Buy |
|
|||||
|
2025
Q1 | $2.02M | Buy |
|
|||||
|
2024
Q4 | $959K | Buy |
|
|||||
|
2024
Q3 | $1.14M | Buy |
|
|||||
|
2024
Q2 | $893K | Buy |
|
|||||
|
2024
Q1 | $760K | Buy |
|
|||||
|
2023
Q4 | $923K | Buy |
|
|||||
|
2023
Q3 | $652K | Buy |
|
|||||
|
2023
Q2 | $733K | Buy |
|
|||||
|
2023
Q1 | $402K | Sell |
|
|||||
|
2022
Q4 | $530K | Buy |
|
|||||
|
2022
Q3 | $509K | Buy |
|
|||||
|
2022
Q2 | $413K | Buy |
|
|||||
|
2022
Q1 | $384K | Sell |
|
|||||
|
2021
Q4 | $454K | Sell |
|
|||||
|
2021
Q3 | $417K | Buy |
|
|||||
|
2021
Q2 | $297K | Sell |
|
|||||
|
2021
Q1 | $2.36M | Sell |
|
|||||
|
2020
Q4 | $2.24M | Buy |
|
|||||
|
2020
Q3 | $278K | Sell |
|
|||||
|
2020
Q2 | $475K | Buy |
|
|||||
|
2020
Q1 | $284K | Sell |
|
|||||
|
2019
Q4 | $302K | Sell |
|
|||||
|
2019
Q3 | $293K | Buy |
|
|||||
|
2019
Q2 | $240K | Buy |
|
|||||
|
2019
Q1 | $170K | Sell |
|
|||||
|
2018
Q4 | $154K | Sell |
|
|||||
|
2018
Q3 | $161K | Sell |
|
|||||
|
2018
Q2 | $153K | Buy |
|
|||||
|
2018
Q1 | $85K | Buy |
|
|||||
|
2017
Q4 | $59K | Buy |
|
|||||
|
2017
Q3 | $45K | Buy |
|