Valeo 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 | $2.37M | Buy |
10,730
+1,434
| +15% | +$317K | 0.06% | 153 |
|
|
2025
Q1 | $2.02M | Buy |
9,296
+4,066
| +78% | +$885K | 0.06% | 157 |
|
|
2024
Q4 | $959K | Buy |
5,230
+322
| +7% | +$59.1K | 0.03% | 272 |
|
|
2024
Q3 | $1.14M | Buy |
4,908
+315
| +7% | +$73.3K | 0.03% | 236 |
|
|
2024
Q2 | $893K | Buy |
4,593
+209
| +5% | +$40.6K | 0.03% | 261 |
|
|
2024
Q1 | $760K | Buy |
4,384
+107
| +3% | +$18.5K | 0.03% | 283 |
|
|
2023
Q4 | $923K | Buy |
4,277
+312
| +8% | +$67.4K | 0.04% | 236 |
|
|
2023
Q3 | $652K | Buy |
3,965
+183
| +5% | +$30.1K | 0.03% | 275 |
|
|
2023
Q2 | $733K | Buy |
3,782
+1,817
| +92% | +$352K | 0.03% | 249 |
|
|
2023
Q1 | $402K | Sell |
1,965
-536
| -21% | -$110K | 0.02% | 377 |
|
|
2022
Q4 | $530K | Buy |
2,501
+132
| +6% | +$28K | 0.03% | 276 |
|
|
2022
Q3 | $509K | Buy |
2,369
+754
| +47% | +$162K | 0.03% | 255 |
|
|
2022
Q2 | $413K | Buy |
1,615
+85
| +6% | +$21.7K | 0.03% | 278 |
|
|
2022
Q1 | $384K | Sell |
1,530
-23
| -1% | -$5.77K | 0.02% | 366 |
|
|
2021
Q4 | $454K | Sell |
1,553
-16
| -1% | -$4.68K | 0.02% | 318 |
|
|
2021
Q3 | $417K | Buy |
1,569
+469
| +43% | +$125K | 0.02% | 326 |
|
|
2021
Q2 | $297K | Sell |
1,100
-8,783
| -89% | -$2.37M | 0.02% | 340 |
|
|
2021
Q1 | $2.36M | Sell |
9,883
-107
| -1% | -$25.6K | 0.11% | 107 |
|
|
2020
Q4 | $2.24M | Buy |
9,990
+8,839
| +768% | +$1.98M | 0.12% | 98 |
|
|
2020
Q3 | $278K | Sell |
1,151
-686
| -37% | -$166K | 0.02% | 259 |
|
|
2020
Q2 | $475K | Buy |
1,837
+727
| +65% | +$188K | 0.04% | 188 |
|
|
2020
Q1 | $284K | Sell |
1,110
-204
| -16% | -$52.2K | 0.03% | 234 |
|
|
2019
Q4 | $302K | Sell |
1,314
-12
| -0.9% | -$2.76K | 0.03% | 247 |
|
|
2019
Q3 | $293K | Buy |
1,326
+150
| +13% | +$33.1K | 0.03% | 229 |
|
|
2019
Q2 | $240K | Buy |
1,176
+312
| +36% | +$63.7K | 0.03% | 256 |
|
|
2019
Q1 | $170K | Sell |
864
-107
| -11% | -$21.1K | 0.02% | 309 |
|
|
2018
Q4 | $154K | Sell |
971
-55
| -5% | -$8.72K | 0.02% | 293 |
|
|
2018
Q3 | $161K | Sell |
1,026
-3
| -0.3% | -$471 | 0.02% | 308 |
|
|
2018
Q2 | $153K | Buy |
1,029
+441
| +75% | +$65.6K | 0.02% | 322 |
|
|
2018
Q1 | $85K | Buy |
588
+171
| +41% | +$24.7K | 0.01% | 392 |
|
|
2017
Q4 | $59K | Buy |
417
+87
| +26% | +$12.3K | 0.01% | 441 |
|
|
2017
Q3 | $45K | Buy |
+330
| New | +$45K | 0.01% | 416 |
|