Cape Investment Advisory’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 | $225K | Hold |
1,019
| – | – | 0.08% | 175 |
|
|
2025
Q1 | $222K | Sell |
1,019
-38
| -4% | -$8.27K | 0.09% | 168 |
|
|
2024
Q4 | $194K | Buy |
1,057
+7
| +0.7% | +$1.28K | 0.08% | 173 |
|
|
2024
Q3 | $244K | Hold |
1,050
| – | – | 0.1% | 150 |
|
|
2024
Q2 | $204K | Buy |
1,050
+402
| +62% | +$78.1K | 0.09% | 151 |
|
|
2024
Q1 | $128K | Buy |
648
+324
| +100% | +$64K | 0.06% | 193 |
|
|
2023
Q4 | $69.9K | Buy |
+324
| New | +$69.9K | 0.03% | 287 |
|
|
2023
Q2 | – | Sell |
-80
| Closed | -$16.3K | – | 915 |
|
|
2023
Q1 | $16.3K | Buy |
+80
| New | +$16.3K | 0.01% | 455 |
|