Cerro Pacific Wealth Advisors’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 | $229K | Sell |
1,036
-300
| -22% | -$66.3K | 0.06% | 151 |
|
|
2025
Q1 | $245K | Sell |
1,336
-302
| -18% | -$55.4K | 0.08% | 141 |
|
|
2024
Q4 | $381K | Sell |
1,638
-1
| -0.1% | -$233 | 0.13% | 118 |
|
|
2024
Q3 | $319K | Hold |
1,639
| – | – | 0.12% | 119 |
|
|
2024
Q2 | $319K | Buy |
+1,639
| New | +$319K | 0.12% | 120 |
|
|
2023
Q1 | $310K | Buy |
1,518
+451
| +42% | +$92.1K | 0.17% | 117 |
|
|
2022
Q4 | $226K | Sell |
1,067
-149
| -12% | -$31.6K | 0.12% | 146 |
|
|
2022
Q3 | $261K | Buy |
+1,216
| New | +$261K | 0.16% | 127 |
|
|
2021
Q4 | – | Sell |
-2,983
| Closed | -$792K | – | 121 |
|
|
2021
Q3 | $792K | Buy |
2,983
+1,776
| +147% | +$472K | 0.57% | 51 |
|
|
2021
Q2 | $326K | Buy |
+1,207
| New | +$326K | 0.24% | 103 |
|