Zimmermann Investment Management & Planning’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,181
| Closed | -$255K | – | 137 |
|
|
2023
Q4 | $255K | Buy |
+1,181
| New | +$255K | 0.1% | 107 |
|
|
2023
Q2 | – | Sell |
-1,162
| Closed | -$237K | – | 106 |
|
|
2023
Q1 | $237K | Buy |
1,162
+5
| +0.4% | +$1.02K | 0.12% | 101 |
|
|
2022
Q4 | $245K | Buy |
1,157
+6
| +0.5% | +$1.27K | 0.14% | 84 |
|
|
2022
Q3 | $247K | Buy |
1,151
+4
| +0.3% | +$858 | 0.15% | 79 |
|
|
2022
Q2 | $293K | Buy |
+1,147
| New | +$293K | 0.2% | 74 |
|
|
2022
Q1 | – | Sell |
-1,177
| Closed | -$344K | – | 83 |
|
|
2021
Q4 | $344K | Buy |
+1,177
| New | +$344K | 0.19% | 68 |
|