Capital Advisors Ltd’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 | $336K | Hold |
1,519
| – | – | 0.04% | 210 |
|
|
2025
Q1 | $331K | Buy |
1,519
+96
| +7% | +$20.9K | 0.04% | 205 |
|
|
2024
Q4 | $261K | Sell |
1,423
-103
| -7% | -$18.9K | 0.03% | 238 |
|
|
2024
Q3 | $355K | Buy |
1,526
+19
| +1% | +$4.42K | 0.04% | 198 |
|
|
2024
Q2 | $293K | Buy |
1,507
+27
| +2% | +$5.25K | 0.04% | 215 |
|
|
2024
Q1 | $293K | Buy |
1,480
+28
| +2% | +$5.54K | 0.04% | 221 |
|
|
2023
Q4 | $313K | Buy |
1,452
+97
| +7% | +$20.9K | 0.04% | 207 |
|
|
2023
Q3 | $223K | Sell |
1,355
-3
| -0.2% | -$494 | 0.03% | 237 |
|
|
2023
Q2 | $263K | Buy |
1,358
+400
| +42% | +$77.5K | 0.04% | 225 |
|
|
2023
Q1 | $196K | Sell |
958
-616
| -39% | -$126K | 0.03% | 241 |
|
|
2022
Q4 | $228K | Buy |
1,574
+634
| +67% | +$91.8K | 0.04% | 213 |
|
|
2022
Q3 | $202K | Buy |
940
+36
| +4% | +$7.74K | 0.04% | 226 |
|
|
2022
Q2 | $231K | Buy |
904
+137
| +18% | +$35K | 0.04% | 205 |
|
|
2022
Q1 | $193K | Buy |
767
+338
| +79% | +$85.1K | 0.03% | 231 |
|
|
2021
Q4 | $125K | Buy |
+429
| New | +$125K | 0.02% | 282 |
|
|
2019
Q3 | – | Sell |
-84
| Closed | -$17K | – | 402 |
|
|
2019
Q2 | $17K | Buy |
+84
| New | +$17K | ﹤0.01% | 345 |
|