Capital Asset Advisory Services’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 | $431K | Buy |
1,920
+572
| +42% | +$128K | 0.02% | 184 |
|
|
2025
Q1 | $294K | Buy |
+1,348
| New | +$294K | 0.02% | 224 |
|
|
2024
Q4 | – | Sell |
-1,034
| Closed | -$232K | – | 311 |
|
|
2024
Q3 | $232K | Sell |
1,034
-229
| -18% | -$51.4K | 0.01% | 292 |
|
|
2024
Q2 | $248K | Sell |
1,263
-154
| -11% | -$30.2K | 0.01% | 271 |
|
|
2024
Q1 | $269K | Sell |
1,417
-735
| -34% | -$140K | 0.02% | 261 |
|
|
2023
Q4 | $465K | Sell |
2,152
-644
| -23% | -$139K | 0.03% | 198 |
|
|
2023
Q3 | $463K | Sell |
2,796
-539
| -16% | -$89.3K | 0.03% | 201 |
|
|
2023
Q2 | $647K | Buy |
3,335
+266
| +9% | +$51.6K | 0.05% | 176 |
|
|
2023
Q1 | $627K | Sell |
3,069
-289
| -9% | -$59.1K | 0.05% | 177 |
|
|
2022
Q4 | $725K | Sell |
3,358
-1,666
| -33% | -$360K | 0.06% | 160 |
|
|
2022
Q3 | $1.08M | Sell |
5,024
-1,308
| -21% | -$281K | 0.14% | 85 |
|
|
2022
Q2 | $1.63M | Buy |
6,332
+507
| +9% | +$130K | 0.18% | 74 |
|
|
2022
Q1 | $1.46M | Buy |
5,825
+1,513
| +35% | +$380K | 0.16% | 86 |
|
|
2021
Q4 | $1.27M | Buy |
4,312
+1,042
| +32% | +$306K | 0.13% | 107 |
|
|
2021
Q3 | $872K | Buy |
3,270
+1,889
| +137% | +$504K | 0.1% | 157 |
|
|
2021
Q2 | $375K | Sell |
1,381
-432
| -24% | -$117K | 0.04% | 319 |
|
|
2021
Q1 | $433K | Sell |
1,813
-9
| -0.5% | -$2.15K | 0.06% | 275 |
|
|
2020
Q4 | $411K | Buy |
1,822
+5
| +0.3% | +$1.13K | 0.07% | 233 |
|
|
2020
Q3 | $441K | Buy |
1,817
+71
| +4% | +$17.2K | 0.09% | 180 |
|
|
2020
Q2 | $430K | Buy |
1,746
+10
| +0.6% | +$2.46K | 0.09% | 196 |
|
|
2020
Q1 | $401K | Buy |
1,736
+34
| +2% | +$7.85K | 0.11% | 159 |
|
|
2019
Q4 | $433K | Buy |
1,702
+578
| +51% | +$147K | 0.1% | 194 |
|
|
2019
Q3 | $249K | Sell |
1,124
-35
| -3% | -$7.75K | 0.17% | 102 |
|
|
2019
Q2 | $237K | Hold |
1,159
| – | – | 0.18% | 96 |
|
|
2019
Q1 | $228K | Buy |
+1,159
| New | +$228K | 0.3% | 66 |
|
|
2018
Q2 | – | Sell |
-1,374
| Closed | -$200K | – | 103 |
|
|
2018
Q1 | $200K | Sell |
1,374
-60
| -4% | -$8.73K | 0.19% | 98 |
|
|
2017
Q4 | $205K | Sell |
1,434
-55
| -4% | -$7.86K | 0.19% | 107 |
|
|
2017
Q3 | $204K | Buy |
+1,489
| New | +$204K | 0.18% | 108 |
|