CBIZ Investment 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 | $46.1K | Buy |
207
+23
| +13% | +$5.12K | ﹤0.01% | 142 |
|
|
2025
Q1 | $40K | Buy |
184
+16
| +10% | +$3.48K | ﹤0.01% | 137 |
|
|
2024
Q4 | $31.1K | Sell |
168
-6
| -3% | -$1.11K | ﹤0.01% | 150 |
|
|
2024
Q3 | $40.5K | Hold |
174
| – | – | ﹤0.01% | 126 |
|
|
2024
Q2 | $34.1K | Sell |
174
-59
| -25% | -$11.6K | ﹤0.01% | 121 |
|
|
2024
Q1 | $46K | Buy |
+233
| New | +$46K | ﹤0.01% | 106 |
|
|
2020
Q2 | – | Hold |
0
| – | -$2K | – | 123 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 198 |
|