Venturi Wealth Management’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
Q1 | – | Sell |
-337
| Closed | -$61.8K | – | 623 |
|
|
2024
Q4 | $61.8K | Buy |
337
+175
| +108% | +$36.3K | ﹤0.01% | 961 |
|
|
2024
Q3 | $37.7K | Sell |
162
-11
| -6% | -$2.44K | ﹤0.01% | 848 |
|
|
2024
Q2 | $33.7K | Sell |
173
-280
| -62% | -$52.3K | ﹤0.01% | 790 |
|
|
2024
Q1 | $89.6K | Sell |
453
-1,100
| -71% | -$219K | 0.01% | 428 |
|
|
2023
Q4 | $335K | Sell |
1,553
-414
| -21% | -$78.2K | 0.02% | 300 |
|
|
2023
Q3 | $324K | Sell |
1,967
-5,497
| -74% | -$1M | 0.03% | 289 |
|
|
2023
Q2 | $1.45M | Sell |
7,464
-2,682
| -26% | -$524K | 0.12% | 101 |
|
|
2023
Q1 | $2.07M | Sell |
10,146
-450
| -4% | -$94.4K | 0.17% | 84 |
|
|
2022
Q4 | $2.24M | Buy |
10,596
+1,490
| +16% | +$310K | 0.2% | 79 |
|
|
2022
Q3 | $1.96M | Sell |
9,106
-180
| -2% | -$46.2K | 0.19% | 80 |
|
|
2022
Q2 | $2.37M | Buy |
9,286
+1,828
| +25% | +$459K | 0.21% | 68 |
|
|
2022
Q1 | $1.87M | Buy |
7,458
+4,285
| +135% | +$1.05M | 0.14% | 84 |
|
|
2021
Q4 | $928K | Buy |
3,173
+14
| +0.4% | +$3.83K | 0.07% | 181 |
|
|
2021
Q3 | $838K | Sell |
3,159
-68
| -2% | -$19.4K | 0.07% | 188 |
|
|
2021
Q2 | $872K | Buy |
3,227
+95
| +3% | +$24.2K | 0.08% | 170 |
|
|
2021
Q1 | $749K | Buy |
3,132
+23
| +0.7% | +$5.12K | 0.07% | 188 |
|
|
2020
Q4 | $698K | Buy |
3,109
+531
| +21% | +$123K | 0.07% | 190 |
|
|
2020
Q3 | $622K | Buy |
2,578
+197
| +8% | +$49.9K | 0.07% | 183 |
|
|
2020
Q2 | $615K | Buy |
2,381
+591
| +33% | +$146K | 0.08% | 162 |
|
|
2020
Q1 | $390K | Sell |
1,790
-198
| -10% | -$46.1K | 0.07% | 142 |
|
|
2019
Q4 | $457K | Sell |
1,988
-179
| -8% | -$39K | 0.06% | 156 |
|
|
2019
Q3 | $479K | Sell |
2,167
-506
| -19% | -$110K | 0.06% | 142 |
|
|
2019
Q2 | $546K | Sell |
2,673
-24
| -0.9% | -$4.83K | 0.07% | 138 |
|
|
2019
Q1 | $519K | Sell |
2,697
-724
| -21% | -$127K | 0.07% | 142 |
|
|
2018
Q4 | $539K | Buy |
+3,421
| New | +$535K | 0.09% | 136 |
|
Other funds holding AMT
