Wealth Enhancement Advisory Services’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.5M | Buy |
290,752
+14,219
| +5% | +$3.15M | 0.11% | 187 |
|
|
2025
Q1 | $60.2M | Buy |
276,533
+1,205
| +0.4% | +$262K | 0.12% | 175 |
|
|
2024
Q4 | $50.5M | Sell |
275,328
-7,141
| -3% | -$1.31M | 0.1% | 201 |
|
|
2024
Q3 | $65.7M | Buy |
282,469
+2,470
| +0.9% | +$574K | 0.14% | 145 |
|
|
2024
Q2 | $54.4M | Buy |
279,999
+30,844
| +12% | +$6M | 0.13% | 159 |
|
|
2024
Q1 | $49.2M | Buy |
249,155
+25,177
| +11% | +$4.97M | 0.13% | 163 |
|
|
2023
Q4 | $48.4M | Sell |
223,978
-10,017
| -4% | -$2.16M | 0.14% | 152 |
|
|
2023
Q3 | $38.5M | Buy |
+233,995
| New | +$38.5M | 0.13% | 165 |
|
|
2020
Q4 | – | Sell |
-9,703
| Closed | -$2.39M | – | 216 |
|
|
2020
Q3 | $2.39M | Buy |
+9,703
| New | +$2.39M | 0.06% | 101 |
|
|
2020
Q2 | – | Sell |
-16,053
| Closed | -$3.91M | – | 212 |
|
|
2020
Q1 | $3.91M | Buy |
+16,053
| New | +$3.91M | 0.14% | 72 |
|
|
2019
Q4 | – | Sell |
-5,030
| Closed | -$1.13M | – | 207 |
|
|
2019
Q3 | $1.13M | Sell |
5,030
-5,344
| -52% | -$1.2M | 0.05% | 142 |
|
|
2019
Q2 | $2.13M | Sell |
10,374
-203
| -2% | -$41.7K | 0.09% | 90 |
|
|
2019
Q1 | $2.05M | Buy |
+10,577
| New | +$2.05M | 0.12% | 80 |
|
|
2018
Q4 | – | Sell |
-15,203
| Closed | -$2.31M | – | 165 |
|
|
2018
Q3 | $2.31M | Sell |
15,203
-5,121
| -25% | -$778K | 0.14% | 53 |
|
|
2018
Q2 | $2.89M | Sell |
20,324
-2,498
| -11% | -$355K | 0.18% | 49 |
|
|
2018
Q1 | $3.16M | Buy |
+22,822
| New | +$3.16M | 0.21% | 46 |
|