Values Added Financial’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 | $405K | Buy |
1,832
+35
| +2% | +$7.74K | 0.2% | 80 |
|
|
2025
Q1 | $391K | Sell |
1,797
-81
| -4% | -$17.6K | 0.22% | 81 |
|
|
2024
Q4 | $344K | Buy |
1,878
+549
| +41% | +$101K | 0.2% | 83 |
|
|
2024
Q3 | $309K | Buy |
+1,329
| New | +$309K | 0.19% | 81 |
|
|
2024
Q1 | – | Sell |
-953
| Closed | -$206K | – | 85 |
|
|
2023
Q4 | $206K | Buy |
+953
| New | +$206K | 0.17% | 82 |
|