Wealthspire Advisors (New York)’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 | $654K | Sell |
2,961
-85
| -3% | -$18.8K | ﹤0.01% | 475 |
|
|
2025
Q1 | $663K | Buy |
3,046
+175
| +6% | +$38.1K | ﹤0.01% | 458 |
|
|
2024
Q4 | $527K | Sell |
2,871
-154
| -5% | -$28.3K | 0.01% | 502 |
|
|
2024
Q3 | $703K | Buy |
3,025
+1,647
| +120% | +$383K | 0.01% | 434 |
|
|
2024
Q2 | $268K | Sell |
1,378
-92
| -6% | -$17.9K | ﹤0.01% | 563 |
|
|
2024
Q1 | $291K | Sell |
1,470
-225
| -13% | -$44.5K | ﹤0.01% | 526 |
|
|
2023
Q4 | $366K | Buy |
1,695
+320
| +23% | +$69.1K | 0.01% | 474 |
|
|
2023
Q3 | $226K | Sell |
1,375
-489
| -26% | -$80.4K | ﹤0.01% | 542 |
|
|
2023
Q2 | $362K | Sell |
1,864
-48
| -3% | -$9.31K | 0.01% | 426 |
|
|
2023
Q1 | $391K | Sell |
1,912
-1,401
| -42% | -$286K | 0.01% | 390 |
|
|
2022
Q4 | $702K | Buy |
3,313
+1,446
| +77% | +$306K | 0.01% | 322 |
|
|
2022
Q3 | $401K | Sell |
1,867
-157
| -8% | -$33.7K | 0.01% | 370 |
|
|
2022
Q2 | $517K | Buy |
2,024
+938
| +86% | +$240K | 0.01% | 310 |
|
|
2022
Q1 | $273K | Sell |
1,086
-2,605
| -71% | -$655K | 0.01% | 369 |
|
|
2021
Q4 | $1.08M | Sell |
3,691
-420
| -10% | -$123K | 0.02% | 219 |
|
|
2021
Q3 | $1.09M | Buy |
4,111
+3,016
| +275% | +$800K | 0.02% | 234 |
|
|
2021
Q2 | $296K | Sell |
1,095
-9,593
| -90% | -$2.59M | 0.01% | 295 |
|
|
2021
Q1 | $2.56M | Buy |
10,688
+5,451
| +104% | +$1.3M | 0.06% | 147 |
|
|
2020
Q4 | $1.18M | Buy |
5,237
+2,068
| +65% | +$464K | 0.04% | 189 |
|
|
2020
Q3 | $766K | Buy |
3,169
+111
| +4% | +$26.8K | 0.05% | 144 |
|
|
2020
Q2 | $791K | Sell |
3,058
-8,634
| -74% | -$2.23M | 0.06% | 118 |
|
|
2020
Q1 | $2.55M | Buy |
11,692
+10,093
| +631% | +$2.2M | 0.11% | 107 |
|
|
2019
Q4 | $367K | Buy |
1,599
+296
| +23% | +$67.9K | 0.03% | 125 |
|
|
2019
Q3 | $288K | Buy |
+1,303
| New | +$288K | 0.02% | 121 |
|
|
2019
Q1 | – | Sell |
-406
| Closed | -$64K | – | 87 |
|
|
2018
Q4 | $64K | Buy |
+406
| New | +$64K | 0.01% | 158 |
|