Bragg Financial 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 | $6.21M | Buy |
28,086
+1,781
| +7% | +$394K | 0.22% | 127 |
|
|
2025
Q1 | $5.72M | Buy |
26,305
+1,028
| +4% | +$224K | 0.24% | 124 |
|
|
2024
Q4 | $4.64M | Sell |
25,277
-692
| -3% | -$127K | 0.19% | 134 |
|
|
2024
Q3 | $6.04M | Buy |
25,969
+448
| +2% | +$104K | 0.25% | 122 |
|
|
2024
Q2 | $4.96M | Buy |
25,521
+320
| +1% | +$62.2K | 0.22% | 125 |
|
|
2024
Q1 | $4.98M | Buy |
25,201
+139
| +0.6% | +$27.5K | 0.22% | 125 |
|
|
2023
Q4 | $5.41M | Buy |
25,062
+1,247
| +5% | +$269K | 0.26% | 117 |
|
|
2023
Q3 | $3.92M | Buy |
23,815
+1,223
| +5% | +$201K | 0.21% | 127 |
|
|
2023
Q2 | $4.38M | Buy |
22,592
+612
| +3% | +$119K | 0.24% | 124 |
|
|
2023
Q1 | $4.49M | Buy |
21,980
+550
| +3% | +$112K | 0.27% | 120 |
|
|
2022
Q4 | $4.54M | Buy |
21,430
+1,295
| +6% | +$274K | 0.28% | 117 |
|
|
2022
Q3 | $4.32M | Buy |
20,135
+1,174
| +6% | +$252K | 0.3% | 117 |
|
|
2022
Q2 | $4.85M | Buy |
18,961
+1,738
| +10% | +$444K | 0.32% | 109 |
|
|
2022
Q1 | $4.33M | Buy |
17,223
+2,469
| +17% | +$620K | 0.25% | 122 |
|
|
2021
Q4 | $3.92M | Hold |
14,754
| – | – | 0.25% | 120 |
|
|
2021
Q3 | $3.92M | Buy |
14,754
+750
| +5% | +$199K | 0.25% | 120 |
|
|
2021
Q2 | $3.78M | Buy |
14,004
+667
| +5% | +$180K | 0.24% | 119 |
|
|
2021
Q1 | $3.19M | Buy |
13,337
+435
| +3% | +$104K | 0.21% | 125 |
|
|
2020
Q4 | $2.9M | Buy |
12,902
+1,366
| +12% | +$307K | 0.25% | 115 |
|
|
2020
Q3 | $2.79M | Buy |
11,536
+2,071
| +22% | +$501K | 0.29% | 103 |
|
|
2020
Q2 | $2.45M | Buy |
9,465
+4,650
| +97% | +$1.2M | 0.27% | 108 |
|
|
2020
Q1 | $1.05M | Buy |
+4,815
| New | +$1.05M | 0.14% | 146 |
|