Wealth Architects’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 | $213K | Sell |
965
-1
| -0.1% | -$221 | 0.02% | 213 |
|
|
2025
Q1 | $210K | Buy |
+966
| New | +$210K | 0.02% | 219 |
|
|
2024
Q4 | – | Sell |
-891
| Closed | -$207K | – | 216 |
|
|
2024
Q3 | $207K | Buy |
+891
| New | +$207K | 0.02% | 204 |
|
|
2024
Q2 | – | Sell |
-1,224
| Closed | -$242K | – | 211 |
|
|
2024
Q1 | $242K | Buy |
1,224
+34
| +3% | +$6.72K | 0.03% | 178 |
|
|
2023
Q4 | $257K | Sell |
1,190
-31
| -3% | -$6.69K | 0.04% | 167 |
|
|
2023
Q3 | $201K | Buy |
1,221
+64
| +6% | +$10.5K | 0.03% | 177 |
|
|
2023
Q2 | $224K | Sell |
1,157
-4
| -0.3% | -$776 | 0.04% | 169 |
|
|
2023
Q1 | $237K | Sell |
1,161
-3
| -0.3% | -$613 | 0.04% | 158 |
|
|
2022
Q4 | $247K | Sell |
1,164
-95
| -8% | -$20.1K | 0.05% | 148 |
|
|
2022
Q3 | $270K | Hold |
1,259
| – | – | 0.06% | 134 |
|
|
2022
Q2 | $322K | Buy |
1,259
+54
| +4% | +$13.8K | 0.06% | 132 |
|
|
2022
Q1 | $303K | Buy |
1,205
+18
| +2% | +$4.53K | 0.05% | 153 |
|
|
2021
Q4 | $347K | Sell |
1,187
-12
| -1% | -$3.51K | 0.06% | 143 |
|
|
2021
Q3 | $318K | Buy |
1,199
+48
| +4% | +$12.7K | 0.06% | 134 |
|
|
2021
Q2 | $311K | Buy |
1,151
+4
| +0.3% | +$1.08K | 0.06% | 129 |
|
|
2021
Q1 | $274K | Buy |
1,147
+2
| +0.2% | +$478 | 0.06% | 127 |
|
|
2020
Q4 | $257K | Sell |
1,145
-5
| -0.4% | -$1.12K | 0.06% | 128 |
|
|
2020
Q3 | $278K | Sell |
1,150
-4
| -0.3% | -$967 | 0.08% | 112 |
|
|
2020
Q2 | $298K | Sell |
1,154
-2
| -0.2% | -$516 | 0.08% | 108 |
|
|
2020
Q1 | $252K | Sell |
1,156
-4
| -0.3% | -$872 | 0.09% | 105 |
|
|
2019
Q4 | $267K | Sell |
1,160
-14
| -1% | -$3.22K | 0.07% | 107 |
|
|
2019
Q3 | $260K | Sell |
1,174
-12
| -1% | -$2.66K | 0.08% | 106 |
|
|
2019
Q2 | $242K | Sell |
1,186
-65
| -5% | -$13.3K | 0.07% | 113 |
|
|
2019
Q1 | $247K | Buy |
+1,251
| New | +$247K | 0.08% | 110 |
|