Valmark Advisers’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
Q2 | $233K | Sell |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $248K | Sell |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $231K | Hold |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $344K | Sell |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $437K | Sell |
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|
2021
Q4 | $521K | Sell |
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|
2021
Q3 | $487K | Sell |
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|
2021
Q2 | $512K | Sell |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $394K | Buy |
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