Verdence Capital Advisors’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
$492K Buy
2,224
+198
+10% +$43.8K 0.03% 426
2025
Q1
$441K Buy
2,026
+21
+1% +$4.57K 0.03% 433
2024
Q4
$368K Buy
2,005
+122
+6% +$22.4K 0.03% 433
2024
Q3
$438K Sell
1,883
-13
-0.7% -$3.02K 0.03% 396
2024
Q2
$369K Buy
1,896
+26
+1% +$5.05K 0.03% 408
2024
Q1
$370K Buy
1,870
+3
+0.2% +$593 0.03% 407
2023
Q4
$403K Sell
1,867
-196
-10% -$42.3K 0.04% 382
2023
Q3
$339K Buy
2,063
+320
+18% +$52.6K 0.04% 402
2023
Q2
$338K Buy
1,743
+143
+9% +$27.7K 0.04% 386
2023
Q1
$327K Buy
1,600
+19
+1% +$3.88K 0.04% 393
2022
Q4
$335K Sell
1,581
-359
-19% -$76.1K 0.04% 355
2022
Q3
$417K Buy
1,940
+601
+45% +$129K 0.06% 310
2022
Q2
$342K Buy
1,339
+43
+3% +$11K 0.04% 354
2022
Q1
$326K Sell
1,296
-104
-7% -$26.2K 0.04% 406
2021
Q4
$409K Buy
1,400
+4
+0.3% +$1.17K 0.05% 316
2021
Q3
$370K Buy
1,396
+14
+1% +$3.71K 0.05% 325
2021
Q2
$373K Buy
1,382
+28
+2% +$7.56K 0.05% 310
2021
Q1
$324K Buy
1,354
+11
+0.8% +$2.63K 0.05% 336
2020
Q4
$301K Buy
1,343
+404
+43% +$90.5K 0.06% 287
2020
Q3
$227K Sell
939
-38
-4% -$9.19K 0.05% 303
2020
Q2
$252K Buy
+977
New +$252K 0.06% 273
2020
Q1
Sell
-892
Closed -$205K 318
2019
Q4
$205K Buy
+892
New +$205K 0.05% 301