Wealthcare Advisory Partners’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 | $645K | Sell |
2,917
-15
| -0.5% | -$3.32K | 0.01% | 582 |
|
|
2025
Q1 | $638K | Buy |
2,932
+143
| +5% | +$31.1K | 0.02% | 541 |
|
|
2024
Q4 | $511K | Buy |
2,789
+18
| +0.6% | +$3.3K | 0.01% | 562 |
|
|
2024
Q3 | $644K | Sell |
2,771
-612
| -18% | -$142K | 0.02% | 515 |
|
|
2024
Q2 | $658K | Sell |
3,383
-68
| -2% | -$13.2K | 0.02% | 479 |
|
|
2024
Q1 | $682K | Buy |
3,451
+210
| +6% | +$41.5K | 0.02% | 483 |
|
|
2023
Q4 | $700K | Sell |
3,241
-12
| -0.4% | -$2.59K | 0.03% | 409 |
|
|
2023
Q3 | $535K | Buy |
3,253
+31
| +1% | +$5.1K | 0.02% | 419 |
|
|
2023
Q2 | $625K | Buy |
3,222
+282
| +10% | +$54.7K | 0.03% | 394 |
|
|
2023
Q1 | $601K | Buy |
2,940
+87
| +3% | +$17.8K | 0.03% | 406 |
|
|
2022
Q4 | $604K | Buy |
2,853
+438
| +18% | +$92.8K | 0.03% | 373 |
|
|
2022
Q3 | $519K | Buy |
+2,415
| New | +$519K | 0.03% | 355 |
|
|
2021
Q2 | – | Sell |
-326
| Closed | -$78K | – | 607 |
|
|
2021
Q1 | $78K | Buy |
+326
| New | +$78K | 0.01% | 741 |
|
|
2020
Q2 | – | Sell |
-408
| Closed | -$89K | – | 363 |
|
|
2020
Q1 | $89K | Buy |
408
+166
| +69% | +$36.2K | 0.01% | 393 |
|
|
2019
Q4 | $56K | Hold |
242
| – | – | 0.01% | 523 |
|
|
2019
Q3 | $54K | Buy |
242
+210
| +656% | +$46.9K | 0.01% | 511 |
|
|
2019
Q2 | $7K | Hold |
32
| – | – | ﹤0.01% | 975 |
|
|
2019
Q1 | $6K | Buy |
32
+18
| +129% | +$3.38K | ﹤0.01% | 909 |
|
|
2018
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 1053 |
|
|
2018
Q3 | $2K | Sell |
14
-43
| -75% | -$6.14K | ﹤0.01% | 1104 |
|
|
2018
Q2 | $8K | Buy |
57
+14
| +33% | +$1.97K | ﹤0.01% | 883 |
|
|
2018
Q1 | $6K | Hold |
43
| – | – | ﹤0.01% | 800 |
|
|
2017
Q4 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 747 |
|