Bernzott Capital Advisors’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 | $7.8M | Sell |
35,313
-1,280
| -3% | -$283K | 3.98% | 4 |
|
|
2025
Q1 | $7.96M | Sell |
36,593
-316
| -0.9% | -$68.8K | 3.92% | 3 |
|
|
2024
Q4 | $6.77M | Sell |
36,909
-3,365
| -8% | -$617K | 3.35% | 10 |
|
|
2024
Q3 | $9.37M | Sell |
40,274
-85
| -0.2% | -$19.8K | 4.03% | 3 |
|
|
2024
Q2 | $7.84M | Buy |
40,359
+760
| +2% | +$148K | 3.61% | 3 |
|
|
2024
Q1 | $7.82M | Buy |
39,599
+11,305
| +40% | +$2.23M | 3.1% | 13 |
|
|
2023
Q4 | $6.11M | Buy |
28,294
+30
| +0.1% | +$6.48K | 2.38% | 24 |
|
|
2023
Q3 | $4.65M | Sell |
28,264
-2,921
| -9% | -$480K | 1.6% | 36 |
|
|
2023
Q2 | $6.05M | Buy |
+31,185
| New | +$6.05M | 1.31% | 41 |
|