CAPTRUST Financial Advisors’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8M | Buy |
184,643
+2,807
| +2% | +$620K | 0.09% | 192 |
|
|
2025
Q1 | $39.6M | Buy |
181,836
+111,346
| +158% | +$24.2M | 0.1% | 183 |
|
|
2024
Q4 | $12.9M | Sell |
70,490
-758
| -1% | -$139K | 0.04% | 319 |
|
|
2024
Q3 | $16.6M | Buy |
71,248
+192
| +0.3% | +$44.7K | 0.05% | 273 |
|
|
2024
Q2 | $13.8M | Buy |
71,056
+7,245
| +11% | +$1.41M | 0.04% | 289 |
|
|
2024
Q1 | $12.6M | Buy |
63,811
+218
| +0.3% | +$43.1K | 0.05% | 296 |
|
|
2023
Q4 | $13.7M | Buy |
63,593
+664
| +1% | +$143K | 0.05% | 312 |
|
|
2023
Q3 | $10.3M | Buy |
62,929
+5,766
| +10% | +$948K | 0.04% | 332 |
|
|
2023
Q2 | $11.1M | Sell |
57,163
-155
| -0.3% | -$30.1K | 0.04% | 311 |
|
|
2023
Q1 | $11.7M | Buy |
57,318
+516
| +0.9% | +$105K | 0.05% | 268 |
|
|
2022
Q4 | $12M | Buy |
56,802
+802
| +1% | +$170K | 0.06% | 255 |
|
|
2022
Q3 | $12M | Buy |
+56,000
| New | +$12M | 0.07% | 226 |
|
|
2020
Q1 | – | Sell |
-17,584
| Closed | -$4.04M | – | 1385 |
|
|
2019
Q4 | $4.04M | Buy |
+17,584
| New | +$4.04M | 0.06% | 258 |
|