Widmann Financial Services’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 | $200K | Buy |
+907
| New | +$200K | 0.14% | 108 |
|
|
2024
Q4 | – | Sell |
-900
| Closed | -$209K | – | 101 |
|
|
2024
Q3 | $209K | Hold |
900
| – | – | 0.16% | 97 |
|
|
2024
Q2 | $175K | Buy |
+900
| New | +$175K | 0.14% | 100 |
|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$216K | – | 97 |
|
|
2023
Q4 | $216K | Buy |
+1,000
| New | +$216K | 0.19% | 87 |
|
|
2023
Q2 | – | Sell |
-1,003
| Closed | -$205K | – | 88 |
|
|
2023
Q1 | $205K | Hold |
1,003
| – | – | 0.21% | 75 |
|
|
2022
Q4 | $212K | Hold |
1,003
| – | – | 0.22% | 76 |
|
|
2022
Q3 | $215K | Hold |
1,003
| – | – | 0.24% | 73 |
|
|
2022
Q2 | $256K | Hold |
1,003
| – | – | 0.26% | 69 |
|
|
2022
Q1 | $251K | Sell |
1,003
-2
| -0.2% | -$500 | 0.22% | 71 |
|
|
2021
Q4 | $293K | Buy |
+1,005
| New | +$293K | 0.24% | 65 |
|