Ategra Capital Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,444
| Closed | -$1.67M | – | 27 |
|
|
2024
Q1 | $1.67M | Buy |
8,444
+50
| +0.6% | +$9.88K | 0.75% | 31 |
|
|
2023
Q4 | $1.81M | Buy |
8,394
+1,844
| +28% | +$398K | 0.8% | 30 |
|
|
2023
Q3 | $1.08M | Buy |
6,550
+643
| +11% | +$106K | 0.58% | 41 |
|
|
2023
Q2 | $1.15M | Buy |
5,907
+2,090
| +55% | +$405K | 0.62% | 39 |
|
|
2023
Q1 | $780K | Buy |
3,817
+564
| +17% | +$115K | 0.43% | 48 |
|
|
2022
Q4 | $689K | Buy |
3,253
+1,014
| +45% | +$215K | 0.35% | 55 |
|
|
2022
Q3 | $481K | Hold |
2,239
| – | – | 0.25% | 64 |
|
|
2022
Q2 | $573K | Hold |
2,239
| – | – | 0.29% | 60 |
|
|
2022
Q1 | $563K | Buy |
2,239
+102
| +5% | +$25.6K | 0.25% | 65 |
|
|
2021
Q4 | $625K | Hold |
2,137
| – | – | 0.27% | 64 |
|
|
2021
Q3 | $567K | Hold |
2,137
| – | – | 0.27% | 67 |
|
|
2021
Q2 | $578K | Buy |
2,137
+417
| +24% | +$113K | 0.28% | 65 |
|
|
2021
Q1 | $411K | Buy |
1,720
+130
| +8% | +$31.1K | 0.23% | 72 |
|
|
2020
Q4 | $357K | Buy |
1,590
+6
| +0.4% | +$1.35K | 0.25% | 70 |
|
|
2020
Q3 | $383K | Sell |
1,584
-240
| -13% | -$58K | 0.34% | 58 |
|
|
2020
Q2 | $472K | Buy |
1,824
+19
| +1% | +$4.91K | 0.45% | 46 |
|
|
2020
Q1 | $393K | Hold |
1,805
| – | – | 0.46% | 45 |
|
|
2019
Q4 | $415K | Hold |
1,805
| – | – | 0.35% | 51 |
|
|
2019
Q3 | $399K | Hold |
1,805
| – | – | 0.36% | 56 |
|
|
2019
Q2 | $369K | Buy |
1,805
+53
| +3% | +$10.8K | 0.35% | 65 |
|
|
2019
Q1 | $345K | Buy |
+1,752
| New | +$345K | 0.34% | 64 |
|