Wallace Advisory Group’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 | $612K | Buy |
2,814
+67
| +2% | +$14.6K | 0.44% | 59 |
|
|
2025
Q1 | $504K | Sell |
2,747
-3
| -0.1% | -$550 | 0.35% | 82 |
|
|
2024
Q4 | $640K | Sell |
2,750
-8
| -0.3% | -$1.86K | 0.44% | 58 |
|
|
2024
Q3 | $536K | Sell |
2,758
-73
| -3% | -$14.2K | 0.39% | 62 |
|
|
2024
Q2 | $550K | Buy |
+2,831
| New | +$550K | 0.4% | 61 |
|