West Family Investments’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 | $519K | Buy |
2,347
+1,055
| +82% | +$233K | 0.14% | 152 |
|
2025
Q1 | $281K | Sell |
1,292
-497
| -28% | -$108K | 0.11% | 178 |
|
2024
Q4 | $328K | Buy |
1,789
+408
| +30% | +$74.8K | 0.11% | 176 |
|
2024
Q3 | $321K | Buy |
1,381
+191
| +16% | +$44.4K | 0.11% | 191 |
|
2024
Q2 | $231K | Sell |
1,190
-2
| -0.2% | -$389 | 0.07% | 212 |
|
2024
Q1 | $236K | Buy |
1,192
+71
| +6% | +$14K | 0.07% | 225 |
|
2023
Q4 | $242K | Buy |
+1,121
| New | +$242K | 0.08% | 190 |
|
2023
Q3 | – | Sell |
-1,296
| Closed | -$251K | – | 228 |
|
2023
Q2 | $251K | Buy |
+1,296
| New | +$251K | 0.1% | 188 |
|
2022
Q3 | – | Sell |
-1,133
| Closed | -$290K | – | 222 |
|
2022
Q2 | $290K | Buy |
+1,133
| New | +$290K | 0.11% | 164 |
|
2022
Q1 | – | Sell |
-1,454
| Closed | -$425K | – | 292 |
|
2021
Q4 | $425K | Sell |
1,454
-215
| -13% | -$62.8K | 0.12% | 146 |
|
2021
Q3 | $443K | Buy |
1,669
+335
| +25% | +$88.9K | 0.12% | 154 |
|
2021
Q2 | $360K | Buy |
+1,334
| New | +$360K | 0.1% | 192 |
|