Capital Square’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
$2.51M Sell
11,451
-471
-4% -$103K 1.34% 16
2025
Q1
$2.59M Sell
11,922
-137
-1% -$29.8K 1.52% 13
2024
Q4
$2.23M Sell
12,059
-3,553
-23% -$658K 1.27% 16
2024
Q3
$3.63M Sell
15,612
-881
-5% -$205K 2.2% 5
2024
Q2
$3.45M Sell
16,493
-94
-0.6% -$19.7K 2.25% 5
2024
Q1
$3.28M Sell
16,587
-119
-0.7% -$23.5K 2.31% 5
2023
Q4
$3.61M Buy
16,706
+461
+3% +$99.5K 4.08% 1
2023
Q3
$2.64M Sell
16,245
-742
-4% -$121K 3.56% 4
2023
Q2
$3.29M Sell
16,987
-23
-0.1% -$4.46K 3.05% 2
2023
Q1
$3.52M Sell
17,010
-132
-0.8% -$27.3K 3.25% 2
2022
Q4
$3.63M Sell
17,142
-2,184
-11% -$463K 3.28% 2
2022
Q3
$4.15M Sell
19,326
-170
-0.9% -$36.5K 3.77% 3
2022
Q2
$4.98M Buy
19,496
+1,163
+6% +$297K 4.14% 3
2022
Q1
$4.61M Buy
18,333
+4,432
+32% +$1.11M 3.28% 3
2021
Q4
$3.68M Buy
13,901
+2,213
+19% +$585K 2.54% 4
2021
Q3
$3.12M Sell
11,688
-375
-3% -$100K 2.21% 7
2021
Q2
$3.38M Sell
12,063
-69
-0.6% -$19.3K 2.49% 5
2021
Q1
$2.92M Buy
12,132
+6,521
+116% +$1.57M 2.17% 12
2020
Q4
$1.26M Buy
+5,611
New +$1.26M 1.05% 26
2020
Q2
Sell
-632
Closed -$138K 144
2020
Q1
$138K Buy
+632
New +$138K 0.16% 135