Cary Street Partners Investment Advisory’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 | $289K | Sell |
1,309
-103
| -7% | -$22.8K | 0.14% | 163 |
|
|
2025
Q1 | $307K | Buy |
1,412
+117
| +9% | +$25.5K | 0.18% | 144 |
|
|
2024
Q4 | $238K | Sell |
1,295
-16,977
| -93% | -$3.11M | 0.16% | 151 |
|
|
2024
Q3 | $4.25M | Sell |
18,272
-519
| -3% | -$121K | 0.16% | 152 |
|
|
2024
Q2 | $3.65M | Buy |
18,791
+1,074
| +6% | +$209K | 0.15% | 161 |
|
|
2024
Q1 | $3.5M | Buy |
17,717
+121
| +0.7% | +$23.9K | 0.15% | 164 |
|
|
2023
Q4 | $3.8M | Sell |
17,596
-148
| -0.8% | -$32K | 0.18% | 151 |
|
|
2023
Q3 | $2.92M | Buy |
17,744
+16,186
| +1,039% | +$2.66M | 0.16% | 166 |
|
|
2023
Q2 | $302K | Buy |
1,558
+332
| +27% | +$64.4K | 0.02% | 439 |
|
|
2023
Q1 | $251K | Sell |
1,226
-138
| -10% | -$28.2K | 0.02% | 431 |
|
|
2022
Q4 | $289K | Sell |
1,364
-51
| -4% | -$10.8K | 0.02% | 402 |
|
|
2022
Q3 | $304K | Buy |
1,415
+338
| +31% | +$72.6K | 0.03% | 388 |
|
|
2022
Q2 | $275K | Buy |
+1,077
| New | +$275K | 0.02% | 370 |
|
|
2022
Q1 | – | Sell |
-1,070
| Closed | -$313K | – | 275 |
|
|
2021
Q4 | $313K | Sell |
1,070
-86
| -7% | -$25.2K | 0.09% | 205 |
|
|
2021
Q3 | $307K | Sell |
1,156
-105
| -8% | -$27.9K | 0.1% | 186 |
|
|
2021
Q2 | $341K | Buy |
1,261
+289
| +30% | +$78.2K | 0.11% | 175 |
|
|
2021
Q1 | $232K | Sell |
972
-8,580
| -90% | -$2.05M | 0.1% | 188 |
|
|
2020
Q4 | $2.14M | Buy |
9,552
+9,155
| +2,306% | +$2.05M | 0.41% | 56 |
|
|
2020
Q3 | $96K | Sell |
397
-757
| -66% | -$183K | 0.02% | 382 |
|
|
2020
Q2 | $298K | Buy |
1,154
+187
| +19% | +$48.3K | 0.42% | 74 |
|
|
2020
Q1 | $210K | Buy |
967
+84
| +10% | +$18.2K | 0.49% | 60 |
|
|
2019
Q4 | $203K | Buy |
+883
| New | +$203K | 0.22% | 116 |
|