CPIG
Chicago Partners Investment Group’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.97M | Sell |
30,301
-6,077
| -17% | -$1.4M | 0.2% | 101 |
|
|
2025
Q1 | $7.98M | Sell |
36,378
-14,903
| -29% | -$3.27M | 0.27% | 77 |
|
|
2024
Q4 | $9.19M | Sell |
51,281
-676
| -1% | -$121K | 0.31% | 72 |
|
|
2024
Q3 | $11.8M | Sell |
51,957
-7,790
| -13% | -$1.76M | 0.42% | 54 |
|
|
2024
Q2 | $13.3M | Sell |
59,747
-10,306
| -15% | -$2.3M | 0.52% | 46 |
|
|
2024
Q1 | $12.2M | Buy |
70,053
+2,664
| +4% | +$464K | 0.52% | 46 |
|
|
2023
Q4 | $13.3M | Sell |
67,389
-3,112
| -4% | -$612K | 0.61% | 38 |
|
|
2023
Q3 | $11.2M | Sell |
70,501
-808
| -1% | -$129K | 0.61% | 37 |
|
|
2023
Q2 | $13.6M | Sell |
71,309
-2,397
| -3% | -$457K | 0.71% | 30 |
|
|
2023
Q1 | $15M | Buy |
73,706
+1,286
| +2% | +$262K | 0.88% | 23 |
|
|
2022
Q4 | $15.9M | Buy |
72,420
+666
| +0.9% | +$146K | 0.97% | 19 |
|
|
2022
Q3 | $14.5M | Buy |
71,754
+2,174
| +3% | +$439K | 1.03% | 20 |
|
|
2022
Q2 | $18.8M | Buy |
69,580
+410
| +0.6% | +$111K | 1.36% | 14 |
|
|
2022
Q1 | $16M | Sell |
69,170
-1,910
| -3% | -$441K | 1.22% | 18 |
|
|
2021
Q4 | $16.7M | Buy |
71,080
+4,533
| +7% | +$1.06M | 1.18% | 17 |
|
|
2021
Q3 | $18.1M | Buy |
66,547
+1,365
| +2% | +$372K | 1.27% | 15 |
|
|
2021
Q2 | $18.6M | Sell |
65,182
-68
| -0.1% | -$19.4K | 1.38% | 15 |
|
|
2021
Q1 | $16.5M | Buy |
65,250
+1,523
| +2% | +$385K | 1.36% | 13 |
|
|
2020
Q4 | $14.3M | Buy |
63,727
+2,887
| +5% | +$646K | 1.35% | 13 |
|
|
2020
Q3 | $14.3M | Buy |
60,840
+3,530
| +6% | +$827K | 1.69% | 12 |
|
|
2020
Q2 | $14.9M | Buy |
57,310
+3,106
| +6% | +$809K | 1.86% | 12 |
|
|
2020
Q1 | $13.8M | Sell |
54,204
-2,199
| -4% | -$559K | 2.13% | 10 |
|
|
2019
Q4 | $13.1M | Buy |
56,403
+740
| +1% | +$172K | 1.61% | 15 |
|
|
2019
Q3 | $12.4M | Buy |
55,663
+34
| +0.1% | +$7.6K | 1.75% | 14 |
|
|
2019
Q2 | $11.5M | Sell |
55,629
-750
| -1% | -$155K | 1.65% | 14 |
|
|
2019
Q1 | $10.9M | Sell |
56,379
-2,269
| -4% | -$438K | 1.61% | 14 |
|
|
2018
Q4 | $9.49M | Sell |
58,648
-1,670
| -3% | -$270K | 1.41% | 17 |
|
|
2018
Q3 | $9.22M | Buy |
60,318
+3,332
| +6% | +$509K | 1.37% | 18 |
|
|
2018
Q2 | $8.22M | Buy |
56,986
+1,294
| +2% | +$187K | 1.28% | 21 |
|
|
2018
Q1 | $8.09M | Buy |
55,692
+2,196
| +4% | +$319K | 1.39% | 18 |
|
|
2017
Q4 | $7.63M | Buy |
53,496
+3,696
| +7% | +$527K | 1.25% | 22 |
|
|
2017
Q3 | $6.81M | Buy |
49,800
+31,516
| +172% | +$4.31M | 1.16% | 23 |
|
|
2017
Q2 | $2.2M | Sell |
18,284
-14,623
| -44% | -$1.76M | 0.57% | 41 |
|
|
2017
Q1 | $4M | Buy |
32,907
+17,801
| +118% | +$2.16M | 1.13% | 25 |
|
|
2016
Q4 | $1.6M | Buy |
15,106
+14,944
| +9,225% | +$1.58M | 0.58% | 41 |
|
|
2016
Q3 | $18K | Buy |
+162
| New | +$18K | 0.01% | 370 |
|
|
2015
Q2 | – | Sell |
-81
| Closed | -$8K | – | 440 |
|
|
2015
Q1 | $8K | Sell |
81
-4
| -5% | -$395 | ﹤0.01% | 370 |
|
|
2014
Q4 | $8K | Buy |
+85
| New | +$8K | ﹤0.01% | 384 |
|