Visionary Wealth Advisors’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
Q3 | – | Sell |
-1,161
| Closed | -$257K | – | 593 |
|
|
2025
Q2 | $257K | Buy |
1,161
+6
| +0.5% | +$1.29K | 0.01% | 499 |
|
|
2025
Q1 | $251K | Sell |
1,155
-44
| -4% | -$8.63K | 0.02% | 482 |
|
|
2024
Q4 | $220K | Sell |
1,199
-20
| -2% | -$4.14K | 0.01% | 499 |
|
|
2024
Q3 | $284K | Buy |
1,219
+10
| +0.8% | +$2.22K | 0.02% | 442 |
|
|
2024
Q2 | $235K | Buy |
1,209
+12
| +1% | +$2.24K | 0.02% | 462 |
|
|
2024
Q1 | $236K | Sell |
1,197
-52
| -4% | -$10.4K | 0.02% | 446 |
|
|
2023
Q4 | $270K | Buy |
1,249
+5
| +0.4% | +$945 | 0.02% | 410 |
|
|
2023
Q3 | $205K | Sell |
1,244
-147
| -11% | -$26.9K | 0.02% | 424 |
|
|
2023
Q2 | $270K | Buy |
1,391
+55
| +4% | +$10.8K | 0.02% | 383 |
|
|
2023
Q1 | $273K | Buy |
1,336
+33
| +3% | +$6.92K | 0.02% | 369 |
|
|
2022
Q4 | $276K | Buy |
1,303
+3
| +0.2% | +$624 | 0.03% | 337 |
|
|
2022
Q3 | $279K | Sell |
1,300
-218
| -14% | -$56K | 0.03% | 312 |
|
|
2022
Q2 | $388K | Sell |
1,518
-399
| -21% | -$100K | 0.03% | 274 |
|
|
2022
Q1 | $482K | Buy |
1,917
+188
| +11% | +$45.9K | 0.04% | 256 |
|
|
2021
Q4 | $506K | Buy |
1,729
+257
| +17% | +$70.2K | 0.04% | 232 |
|
|
2021
Q3 | $391K | Sell |
1,472
-239
| -14% | -$68.1K | 0.04% | 216 |
|
|
2021
Q2 | $462K | Sell |
1,711
-187
| -10% | -$47.7K | 0.05% | 209 |
|
|
2021
Q1 | $454K | Buy |
1,898
+516
| +37% | +$115K | 0.05% | 205 |
|
|
2020
Q4 | $310K | Buy |
1,382
+187
| +16% | +$43.5K | 0.03% | 227 |
|
|
2020
Q3 | $289K | Buy |
1,195
+156
| +15% | +$39.6K | 0.04% | 194 |
|
|
2020
Q2 | $268K | Buy |
+1,039
| New | +$257K | 0.04% | 184 |
|
Other funds holding AMT
