Waldron Private Wealth’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 | $1.12M | Sell |
5,010
-48
| -0.9% | -$10.7K | 0.05% | 126 |
|
|
2025
Q1 | $1.1M | Buy |
+5,058
| New | +$1.1M | 0.05% | 120 |
|
|
2019
Q1 | – | Sell |
-2,874
| Closed | -$454K | – | 257 |
|
|
2018
Q4 | $454K | Buy |
2,874
+464
| +19% | +$73.3K | 0.07% | 135 |
|
|
2018
Q3 | $350K | Buy |
2,410
+70
| +3% | +$10.2K | 0.07% | 131 |
|
|
2018
Q2 | $337K | Sell |
2,340
-106
| -4% | -$15.3K | 0.07% | 123 |
|
|
2018
Q1 | $355K | Hold |
2,446
| – | – | 0.08% | 107 |
|
|
2017
Q4 | $348K | Buy |
2,446
+95
| +4% | +$13.5K | 0.08% | 109 |
|
|
2017
Q3 | $321K | Buy |
+2,351
| New | +$321K | 0.09% | 106 |
|
|
2017
Q2 | – | Sell |
-2,547
| Closed | -$307K | – | 143 |
|
|
2017
Q1 | $307K | Buy |
+2,547
| New | +$307K | 0.08% | 160 |
|