Waypoint Wealth Counsel’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 | $312K | Buy |
1,411
+186
| +15% | +$41.1K | 0.15% | 111 |
|
|
2025
Q1 | $267K | Buy |
+1,225
| New | +$267K | 0.17% | 83 |
|
|
2024
Q4 | – | Sell |
-1,216
| Closed | -$283K | – | 99 |
|
|
2024
Q3 | $283K | Buy |
1,216
+62
| +5% | +$14.4K | 0.19% | 78 |
|
|
2024
Q2 | $224K | Sell |
1,154
-8
| -0.7% | -$1.56K | 0.17% | 79 |
|
|
2024
Q1 | $230K | Sell |
1,162
-264
| -19% | -$52.2K | 0.18% | 86 |
|
|
2023
Q4 | $308K | Buy |
1,426
+62
| +5% | +$13.4K | 0.26% | 67 |
|
|
2023
Q3 | $224K | Sell |
1,364
-209
| -13% | -$34.4K | 0.21% | 79 |
|
|
2023
Q2 | $305K | Sell |
1,573
-18
| -1% | -$3.49K | 0.27% | 62 |
|
|
2023
Q1 | $325K | Sell |
1,591
-266
| -14% | -$54.4K | 0.25% | 62 |
|
|
2022
Q4 | $393K | Buy |
+1,857
| New | +$393K | 0.32% | 58 |
|