Venturi Wealth Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-337
| Closed | -$61.8K | – | 621 |
|
|
2024
Q4 | $61.8K | Buy |
337
+175
| +108% | +$32.1K | ﹤0.01% | 961 |
|
|
2024
Q3 | $37.7K | Sell |
162
-11
| -6% | -$2.56K | ﹤0.01% | 846 |
|
|
2024
Q2 | $33.7K | Sell |
173
-280
| -62% | -$54.5K | ﹤0.01% | 789 |
|
|
2024
Q1 | $89.6K | Sell |
453
-1,100
| -71% | -$217K | 0.01% | 427 |
|
|
2023
Q4 | $335K | Sell |
1,553
-414
| -21% | -$89.4K | 0.02% | 300 |
|
|
2023
Q3 | $324K | Sell |
1,967
-5,497
| -74% | -$904K | 0.03% | 288 |
|
|
2023
Q2 | $1.45M | Sell |
7,464
-2,682
| -26% | -$520K | 0.12% | 101 |
|
|
2023
Q1 | $2.07M | Sell |
10,146
-450
| -4% | -$92K | 0.17% | 84 |
|
|
2022
Q4 | $2.24M | Buy |
10,596
+1,490
| +16% | +$316K | 0.2% | 79 |
|
|
2022
Q3 | $1.96M | Sell |
9,106
-180
| -2% | -$38.6K | 0.19% | 80 |
|
|
2022
Q2 | $2.37M | Buy |
9,286
+1,828
| +25% | +$467K | 0.21% | 68 |
|
|
2022
Q1 | $1.87M | Buy |
7,458
+4,285
| +135% | +$1.08M | 0.14% | 83 |
|
|
2021
Q4 | $928K | Buy |
3,173
+14
| +0.4% | +$4.1K | 0.07% | 180 |
|
|
2021
Q3 | $838K | Sell |
3,159
-68
| -2% | -$18K | 0.07% | 187 |
|
|
2021
Q2 | $872K | Buy |
3,227
+95
| +3% | +$25.7K | 0.08% | 169 |
|
|
2021
Q1 | $749K | Buy |
3,132
+23
| +0.7% | +$5.5K | 0.07% | 188 |
|
|
2020
Q4 | $698K | Buy |
3,109
+531
| +21% | +$119K | 0.07% | 190 |
|
|
2020
Q3 | $622K | Buy |
2,578
+197
| +8% | +$47.5K | 0.07% | 181 |
|
|
2020
Q2 | $615K | Buy |
2,381
+591
| +33% | +$153K | 0.08% | 161 |
|
|
2020
Q1 | $390K | Sell |
1,790
-198
| -10% | -$43.1K | 0.07% | 141 |
|
|
2019
Q4 | $457K | Sell |
1,988
-179
| -8% | -$41.1K | 0.06% | 156 |
|
|
2019
Q3 | $479K | Sell |
2,167
-506
| -19% | -$112K | 0.06% | 142 |
|
|
2019
Q2 | $546K | Sell |
2,673
-24
| -0.9% | -$4.9K | 0.07% | 138 |
|
|
2019
Q1 | $519K | Sell |
2,697
-724
| -21% | -$139K | 0.07% | 142 |
|
|
2018
Q4 | $539K | Buy |
+3,421
| New | +$539K | 0.09% | 136 |
|