Wealth Alliance Advisory Group’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
Q2 | – | Sell |
-1,050
| Closed | -$228K | – | 188 |
|
|
2025
Q1 | $228K | Sell |
1,050
-382
| -27% | -$74.9K | 0.05% | 172 |
|
|
2024
Q4 | $263K | Sell |
1,432
-5
| -0.3% | -$1.04K | 0.06% | 154 |
|
|
2024
Q3 | $334K | Hold |
1,437
| – | – | 0.07% | 135 |
|
|
2024
Q2 | $279K | Buy |
1,437
+2
| +0.1% | +$374 | 0.06% | 150 |
|
|
2024
Q1 | $284K | Hold |
1,435
| – | – | 0.07% | 148 |
|
|
2023
Q4 | $310K | Sell |
1,435
-104
| -7% | -$19.7K | 0.08% | 136 |
|
|
2023
Q3 | $253K | Sell |
1,539
-1,988
| -56% | -$363K | 0.08% | 144 |
|
|
2023
Q2 | $684K | Sell |
3,527
-260
| -7% | -$50.8K | 0.24% | 67 |
|
|
2023
Q1 | $774K | Buy |
3,787
+229
| +6% | +$48K | 0.29% | 57 |
|
|
2022
Q4 | $754K | Buy |
3,558
+540
| +18% | +$112K | 0.29% | 59 |
|
|
2022
Q3 | $648K | Sell |
3,018
-4
| -0.1% | -$1.03K | 0.29% | 57 |
|
|
2022
Q2 | $772K | Buy |
3,022
+477
| +19% | +$120K | 0.36% | 47 |
|
|
2022
Q1 | $639K | Buy |
2,545
+189
| +8% | +$46.1K | 0.28% | 62 |
|
|
2021
Q4 | $689K | Buy |
2,356
+439
| +23% | +$120K | 0.3% | 61 |
|
|
2021
Q3 | $509K | Sell |
1,917
-2
| -0.1% | -$570 | 0.25% | 67 |
|
|
2021
Q2 | $519K | Buy |
1,919
+141
| +8% | +$35.9K | 0.25% | 69 |
|
|
2021
Q1 | $425K | Buy |
1,778
+211
| +13% | +$47K | 0.22% | 76 |
|
|
2020
Q4 | $352K | Buy |
1,567
+377
| +32% | +$87.6K | 0.19% | 87 |
|
|
2020
Q3 | $288K | Buy |
1,190
+163
| +16% | +$41.3K | 0.17% | 89 |
|
|
2020
Q2 | $266K | Sell |
1,027
-8
| -0.8% | -$1.98K | 0.16% | 88 |
|
|
2020
Q1 | $225K | Buy |
1,035
+50
| +5% | +$11.6K | 0.17% | 93 |
|
|
2019
Q4 | $226K | Buy |
985
+20
| +2% | +$4.36K | 0.13% | 121 |
|
|
2019
Q3 | $217K | Buy |
965
+3
| +0.3% | +$655 | 0.13% | 113 |
|
|
2019
Q2 | $203K | Buy |
+962
| New | +$193K | 0.13% | 118 |
|
Other funds holding AMT
