VA
Valmark Advisers’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
1,052
-12
| -1% | -$2.65K | ﹤0.01% | 601 |
|
|
2025
Q1 | $232K | Buy |
+1,064
| New | +$232K | ﹤0.01% | 566 |
|
|
2024
Q4 | – | Sell |
-1,068
| Closed | -$248K | – | 592 |
|
|
2024
Q3 | $248K | Sell |
1,068
-83
| -7% | -$19.3K | ﹤0.01% | 534 |
|
|
2024
Q2 | $224K | Sell |
1,151
-21
| -2% | -$4.08K | ﹤0.01% | 529 |
|
|
2024
Q1 | $231K | Hold |
1,172
| – | – | ﹤0.01% | 497 |
|
|
2023
Q4 | $253K | Sell |
1,172
-341
| -23% | -$73.6K | ﹤0.01% | 451 |
|
|
2023
Q3 | $249K | Sell |
1,513
-3
| -0.2% | -$493 | 0.01% | 425 |
|
|
2023
Q2 | $294K | Sell |
1,516
-118
| -7% | -$22.9K | 0.01% | 402 |
|
|
2023
Q1 | $334K | Buy |
1,634
+14
| +0.9% | +$2.86K | 0.01% | 372 |
|
|
2022
Q4 | $343K | Buy |
1,620
+19
| +1% | +$4.02K | 0.01% | 349 |
|
|
2022
Q3 | $344K | Sell |
1,601
-25
| -2% | -$5.37K | 0.01% | 331 |
|
|
2022
Q2 | $416K | Sell |
1,626
-115
| -7% | -$29.4K | 0.01% | 313 |
|
|
2022
Q1 | $437K | Sell |
1,741
-39
| -2% | -$9.79K | 0.01% | 321 |
|
|
2021
Q4 | $521K | Sell |
1,780
-57
| -3% | -$16.7K | 0.01% | 274 |
|
|
2021
Q3 | $487K | Sell |
1,837
-58
| -3% | -$15.4K | 0.01% | 274 |
|
|
2021
Q2 | $512K | Sell |
1,895
-128
| -6% | -$34.6K | 0.01% | 279 |
|
|
2021
Q1 | $484K | Buy |
2,023
+267
| +15% | +$63.9K | 0.01% | 272 |
|
|
2020
Q4 | $394K | Buy |
+1,756
| New | +$394K | 0.01% | 268 |
|