WealthShield 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 | $2.78M | Sell |
12,567
-429
| -3% | -$94.8K | 0.34% | 86 |
|
|
2025
Q1 | $2.83M | Buy |
12,996
+2,438
| +23% | +$530K | 0.36% | 77 |
|
|
2024
Q4 | $1.95M | Sell |
10,558
-2,643
| -20% | -$489K | 0.28% | 102 |
|
|
2024
Q3 | $3.07M | Buy |
13,201
+2,407
| +22% | +$560K | 0.42% | 69 |
|
|
2024
Q2 | $2.12M | Buy |
+10,794
| New | +$2.12M | 0.32% | 86 |
|
|
2021
Q3 | – | Sell |
-133
| Closed | -$36K | – | 259 |
|
|
2021
Q2 | $36K | Sell |
133
-26
| -16% | -$7.04K | 0.01% | 541 |
|
|
2021
Q1 | $38K | Sell |
159
-2,671
| -94% | -$638K | 0.01% | 509 |
|
|
2020
Q4 | $635K | Buy |
2,830
+107
| +4% | +$24K | 0.12% | 141 |
|
|
2020
Q3 | $658K | Hold |
2,723
| – | – | 0.23% | 98 |
|
|
2020
Q2 | $704K | Buy |
+2,723
| New | +$704K | 0.32% | 71 |
|