Center for Financial Planning’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 | $1.01M | Buy |
4,569
+255
| +6% | +$56.4K | 0.12% | 65 |
|
|
2025
Q1 | $939K | Hold |
4,314
| – | – | 0.12% | 61 |
|
|
2024
Q4 | $791K | Hold |
4,314
| – | – | 0.11% | 63 |
|
|
2024
Q3 | $1M | Sell |
4,314
-469
| -10% | -$109K | 0.14% | 55 |
|
|
2024
Q2 | $930K | Hold |
4,783
| – | – | 0.13% | 56 |
|
|
2024
Q1 | $945K | Hold |
4,783
| – | – | 0.14% | 56 |
|
|
2023
Q4 | $1.03M | Hold |
4,783
| – | – | 0.19% | 51 |
|
|
2023
Q3 | $787K | Hold |
4,783
| – | – | 0.17% | 57 |
|
|
2023
Q2 | $928K | Hold |
4,783
| – | – | 0.19% | 51 |
|
|
2023
Q1 | $977K | Hold |
4,783
| – | – | 0.23% | 49 |
|
|
2022
Q4 | $1.01M | Sell |
4,783
-63
| -1% | -$13.3K | 0.25% | 46 |
|
|
2022
Q3 | $1.04M | Buy |
4,846
+63
| +1% | +$13.5K | 0.28% | 41 |
|
|
2022
Q2 | $1.22M | Hold |
4,783
| – | – | 0.31% | 33 |
|
|
2022
Q1 | $1.2M | Hold |
4,783
| – | – | 0.25% | 44 |
|
|
2021
Q4 | $1.4M | Hold |
4,783
| – | – | 0.29% | 37 |
|
|
2021
Q3 | $1.27M | Hold |
4,783
| – | – | 0.31% | 38 |
|
|
2021
Q2 | $1.29M | Hold |
4,783
| – | – | 0.32% | 38 |
|
|
2021
Q1 | $1.14M | Buy |
4,783
+200
| +4% | +$47.8K | 0.3% | 42 |
|
|
2020
Q4 | $1.03M | Hold |
4,583
| – | – | 0.29% | 38 |
|
|
2020
Q3 | $1.11M | Hold |
4,583
| – | – | 0.36% | 33 |
|
|
2020
Q2 | $1.19M | Sell |
4,583
-66
| -1% | -$17.1K | 0.41% | 30 |
|
|
2020
Q1 | $1.01M | Buy |
4,649
+38
| +0.8% | +$8.27K | 0.34% | 31 |
|
|
2019
Q4 | $1.06M | Buy |
+4,611
| New | +$1.06M | 0.27% | 35 |
|