Valley Brook Capital 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 | $398K | Hold |
1,800
| – | – | 0.3% | 79 |
|
|
2025
Q1 | $392K | Hold |
1,800
| – | – | 0.31% | 73 |
|
|
2024
Q4 | $330K | Hold |
1,800
| – | – | 0.25% | 89 |
|
|
2024
Q3 | $419K | Hold |
1,800
| – | – | 0.3% | 75 |
|
|
2024
Q2 | $350K | Hold |
1,800
| – | – | 0.27% | 82 |
|
|
2024
Q1 | $356K | Sell |
1,800
-50
| -3% | -$9.88K | 0.28% | 82 |
|
|
2023
Q4 | $399K | Sell |
1,850
-275
| -13% | -$59.4K | 0.35% | 72 |
|
|
2023
Q3 | $349K | Hold |
2,125
| – | – | 0.35% | 71 |
|
|
2023
Q2 | $412K | Hold |
2,125
| – | – | 0.38% | 67 |
|
|
2023
Q1 | $434K | Buy |
2,125
+50
| +2% | +$10.2K | 0.4% | 64 |
|
|
2022
Q4 | $440K | Hold |
2,075
| – | – | 0.42% | 65 |
|
|
2022
Q3 | $445K | Buy |
2,075
+25
| +1% | +$5.36K | 0.49% | 55 |
|
|
2022
Q2 | $523K | Buy |
2,050
+100
| +5% | +$25.5K | 0.54% | 52 |
|
|
2022
Q1 | $489K | Buy |
1,950
+150
| +8% | +$37.6K | 0.42% | 63 |
|
|
2021
Q4 | $526K | Hold |
1,800
| – | – | 0.45% | 62 |
|
|
2021
Q3 | $477K | Hold |
1,800
| – | – | 0.47% | 60 |
|
|
2021
Q2 | $486K | Buy |
1,800
+25
| +1% | +$6.75K | 0.46% | 59 |
|
|
2021
Q1 | $424K | Buy |
1,775
+75
| +4% | +$17.9K | 0.38% | 60 |
|
|
2020
Q4 | $381K | Buy |
+1,700
| New | +$381K | 0.38% | 61 |
|