Caprock Group’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.03M | Buy |
13,910
+860
| +7% | +$187K | 0.09% | 194 |
|
|
2024
Q4 | $2.41M | Buy |
13,050
+1,999
| +18% | +$370K | 0.08% | 226 |
|
|
2024
Q3 | $2.57M | Buy |
11,051
+3,524
| +47% | +$820K | 0.09% | 185 |
|
|
2024
Q2 | $1.48M | Buy |
7,527
+569
| +8% | +$112K | 0.06% | 283 |
|
|
2024
Q1 | $1.37M | Buy |
6,958
+759
| +12% | +$150K | 0.08% | 195 |
|
|
2023
Q4 | $1.35M | Sell |
6,199
-314
| -5% | -$68.3K | 0.09% | 191 |
|
|
2023
Q3 | $1.07M | Buy |
6,513
+743
| +13% | +$122K | 0.08% | 197 |
|
|
2023
Q2 | $1.13M | Buy |
5,770
+418
| +8% | +$81.8K | 0.08% | 193 |
|
|
2023
Q1 | $1.09M | Buy |
5,352
+324
| +6% | +$66.2K | 0.08% | 184 |
|
|
2022
Q4 | $1.07M | Buy |
5,028
+870
| +21% | +$186K | 0.1% | 158 |
|
|
2022
Q3 | $893K | Sell |
4,158
-241
| -5% | -$51.8K | 0.09% | 170 |
|
|
2022
Q2 | $1.13M | Buy |
4,399
+731
| +20% | +$188K | 0.11% | 143 |
|
|
2022
Q1 | $922K | Buy |
3,668
+17
| +0.5% | +$4.27K | 0.09% | 187 |
|
|
2021
Q4 | $1.07M | Buy |
3,651
+517
| +16% | +$152K | 0.09% | 160 |
|
|
2021
Q3 | $836K | Sell |
3,134
-728
| -19% | -$194K | 0.07% | 186 |
|
|
2021
Q2 | $1.05M | Buy |
3,862
+812
| +27% | +$220K | 0.1% | 158 |
|
|
2021
Q1 | $729K | Buy |
3,050
+354
| +13% | +$84.6K | 0.08% | 184 |
|
|
2020
Q4 | $608K | Sell |
2,696
-768
| -22% | -$173K | 0.07% | 206 |
|
|
2020
Q3 | $841K | Buy |
3,464
+863
| +33% | +$210K | 0.12% | 138 |
|
|
2020
Q2 | $675K | Buy |
2,601
+413
| +19% | +$107K | 0.1% | 156 |
|
|
2020
Q1 | $476K | Buy |
2,188
+244
| +13% | +$53.1K | 0.09% | 158 |
|
|
2019
Q4 | $449K | Buy |
1,944
+327
| +20% | +$75.5K | 0.08% | 181 |
|
|
2019
Q3 | $359K | Buy |
1,617
+93
| +6% | +$20.6K | 0.07% | 206 |
|
|
2019
Q2 | $313K | Sell |
1,524
-931
| -38% | -$191K | 0.06% | 233 |
|
|
2019
Q1 | $484K | Sell |
2,455
-314
| -11% | -$61.9K | 0.09% | 180 |
|
|
2018
Q4 | $440K | Buy |
2,769
+70
| +3% | +$11.1K | 0.1% | 177 |
|
|
2018
Q3 | $394K | Sell |
2,699
-102
| -4% | -$14.9K | 0.08% | 208 |
|
|
2018
Q2 | $406K | Buy |
2,801
+108
| +4% | +$15.7K | 0.09% | 220 |
|
|
2018
Q1 | $391K | Buy |
2,693
+341
| +14% | +$49.5K | 0.08% | 220 |
|
|
2017
Q4 | $313K | Buy |
2,352
+379
| +19% | +$50.4K | 0.06% | 288 |
|
|
2017
Q3 | $271K | Buy |
+1,973
| New | +$271K | 0.06% | 317 |
|
|
2016
Q4 | – | Sell |
-2,332
| Closed | -$264K | – | 344 |
|
|
2016
Q3 | $264K | Buy |
2,332
+103
| +5% | +$11.7K | 0.06% | 275 |
|
|
2016
Q2 | $253K | Hold |
2,229
| – | – | 0.06% | 233 |
|
|
2016
Q1 | $228K | Buy |
+2,229
| New | +$228K | 0.05% | 283 |
|