Winch Advisory 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 | $22.9K | Buy |
104
+1
| +1% | +$220 | 0.01% | 226 |
|
|
2025
Q1 | $22.4K | Buy |
103
+1
| +1% | +$217 | 0.01% | 217 |
|
|
2024
Q4 | $18.7K | Buy |
+102
| New | +$18.7K | ﹤0.01% | 234 |
|
|
2023
Q4 | – | Sell |
-53
| Closed | -$9K | – | 442 |
|
|
2023
Q3 | $9K | Hold |
53
| – | – | ﹤0.01% | 255 |
|
|
2023
Q2 | $10K | Hold |
53
| – | – | ﹤0.01% | 251 |
|
|
2023
Q1 | $11K | Hold |
53
| – | – | ﹤0.01% | 237 |
|
|
2022
Q4 | $11K | Buy |
53
+1
| +2% | +$208 | ﹤0.01% | 228 |
|
|
2022
Q3 | $11K | Hold |
52
| – | – | ﹤0.01% | 212 |
|
|
2022
Q2 | $13K | Hold |
52
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $13K | Hold |
52
| – | – | ﹤0.01% | 228 |
|
|
2021
Q4 | $15K | Hold |
52
| – | – | 0.01% | 235 |
|
|
2021
Q3 | $14K | Buy |
+52
| New | +$14K | ﹤0.01% | 240 |
|